Unity® is our modern, web-based practice management platform based on our award-winning software,
The Conveyancer®. Because of that heritage, if you’ve used The Conveyancer in the past, you’ll have a strong foundation to build on. However, to optimize functionality and layout for the web, some features have been moved or upgraded, and there are brand new ones as well. Just like any new technology, there is going to be a learning curve with Unity, but you can count on us to help you get up to speed with new training and self-paced learning resources.
So, what should you expect when you use Unity for the first time?
- It’s web-based, and you use a web browser
The most obvious change from The Conveyancer is that you use a web browser to access Unity. Whereas The Conveyancer was software installed locally on your computer, Unity is securely hosted in the cloud and relies far more on your internet connection. Just like watching Netflix, to get the best experience out of Unity, you need to have a speedy internet connection as well as an up-to-date computer system and browser.
But how do you know if your system meets the minimum Unity requirements? Don’t worry, the handy Unity system checker shows you how your system measures up and even points you in the right direction if you need to make changes.
Because Unity is web-based, it has all the advantages of a cloud-based application. That includes work from anywhere convenience, bank-grade security, and access to new powerful, centralized databases. And those are only a few of Unity’s benefits. Once you take Unity training and get used to working in a browser, you’ll never look back.
- Things look and act a bit differently from The Conveyancer
Unity was built to modern web standards and designed to look and feel the way you’ve come to expect a modern application should. Put another way; Unity looks different because web-applications, accessed using a browser, are different from standalone software.
For example, with Unity, you can maximize your browser window to have it take up the full real-estate of your monitor. With that added room, you get an uncluttered view of things with consistent navigation options across the top of the page. This allows for easy switching between Unity’s main sections and avoids excessive scrolling. Plus, since Unity is browser-based, you can open up to 10 matters open at one time with a single click.
Unity was designed to help you get as much done as quickly and conveniently as possible. Compared to The Conveyancer, much more information is prepopulated for you in your matter as you work. You can also search for a contact to add without opening a new screen. Moreover, the closing list and mail merge functionality have been greatly simplified so it can be done right from the matters screen.
- Not everything from The Conveyancer automatically moves over
A great feature of Unity is that much of your critical data from The Conveyancer is moved over for you. However,
since The Conveyancer is standalone software installed locally at your office and Unity is a continuously evolving cloud-application, it’s not quite an exact copy.
The information that moves automatically from The Conveyancer to Unity lets you get back to work as quickly as possible. Your client contacts, master documents, mortgagee data, real estate agent, and condo corporation data all get moved automatically. The same goes for your custom configurations, third party credentials, staff profiles, and billing info. It all gets moved over and will be waiting for you on day one. The first time you log into Unity, be sure to check all your documents and data right away to ensure everything is as it should be, and familiarize yourself with where things are located.
What doesn’t get transferred over are your existing transactions and your insurance broker, surveyor, real estate broker, and private solicitor information. Nor does jurisdiction data or information about management companies transfer over. But not to worry. You will have access to global databases that will contain that information and best of all, they are continuously verified and updated. You can learn more about the power of Unity’s global databases here.
To see a full list of precisely what gets moved from Unity (and what doesn’t), click here.
- You’ll be walked through all the steps to get going
By the time you reach your Unity Go Live date (the day you can start using Unity), we’ll already have been in regular contact during the previous three months to help you get ready. On day one with Unity, all staff members at your firm will receive an email that contains instructions on how to set up their Unity user account. You can then log in, where you’ll be presented with a few things to do.
First, you’ll need to complete the Unity system set-up checklist. This contains a step-by-step checklist of system settings that may need to be updated. We say “may” because there is a chance that you have already done this step while you were getting ready to move to Unity!
Taking Unity training is next.
- Take training to become a Unity Pro
The best experience with Unity comes when you make time to take Unity training. Unity users who have completed training have told us that they were able to get up and running on Unity quickly. On the other hand, customers who transitioned to Unity without taking any training had some stumbles along the way.
On day one, you’ll be prompted to visit the DoProcess University, accessible through the open book icon in the Unity application. There you’ll take the Introduction to Unity course, which can be found by clicking the “Unity Certified” link. This training is self-paced and gives you a visual walkthrough of the Unity application, including all the basics. It’s very beneficial, and once you’ve finished it, you will be “Unity Certified” (and you even get the certificate to prove it). You can then can move on to all the other learning tools the University has to offer.
You can also watch the advanced Unity webinar or browse “UnityTube” which has dozens of bite-size videos on specific topics. Plus, each of these topics comes with a handy downloadable PDF guide for future reference. There’s also a Tips and Tricks section with plenty of pointers to help you use Unity more efficiently.
If at any time you have a question, you can ask Unity experts for help right there in the DoProcess University.
More about what to expect with Unity
So, that’s what to expect on your first day with Unity. Visit the Welcome to Unity website to learn more about Unity including links to the Getting Started Guide and a system checker to ensure you’re Unity-ready.