LEGAL DOCUMENT MANAGEMENT

DOCUMENT MANAGEMENT
Our simplified legal document management platform, built into our award-winning Unity® Practice Management software, is designed to help you effortlessly and efficiently manage your law firm’s critical documents.
LOCATE YOUR DOCUMENTS WITH SPEED AND ACCURACY
Say goodbye to the ‘paper’ in ‘paperwork’ with our document management software.
Unity® Practice Management’ document management software is here to make your life easier. It’s a central, secure repository to store all your important practice documents and correspondence, reducing your administrative burden.
But that’s not all – our cloud-based document management system lets you automatically merge client and case info into your documents. No more tedious data entry, no more branding inconsistencies and no more errors.

AUTO-POPULATE LEGAL FORM TEMPLATES
With all your frequently used legal form templates available within Unity® Practice Management, you can merge practice details into form fields, securely share forms with clients or counsel, electronically submit to HMRC and Companies House, and optionally bundle for speedy court pack production. With complex calculations automatically populated along with key merge fields, our legal forms save you time and reduce human error.

CASE & DOCUMENT MANAGEMENT
- Fee earners
- Support staff
- Store, edit and save all your documents centrally in the cloud, replacing paper files
- Document versioning, tagging and foldering
- Create a library of branded practice precedents and auto-populated templates for mail merge
- Integrates with MS Outlook, Word and Excel
- Automatic email upload and time recording
- Email documents to clients and contacts in Word or PDF format
- Drag and drop or upload files from desktop or scanner
- Detach attachments from emails
- Time record when uploading or reviewing correspondence
- Integrates with over 2,000 legal forms and e-submissions
DISCOVER UNITY® PRACTICE MANAGEMENT
Document management is just a small part of the Unity® Practice Management offering. Our practice management system is fully compliant, and purpose-built to handle all the challenges small and medium-sized law firms face in the UK.
READY TO UPGRADE YOUR DOCUMENT MANAGEMENT?
Get in touch to find out more about our document management software.

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