PRACTICE MANAGEMENT

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.

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DOCUMENT MANAGEMENT SOFTWARE

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.

KEY BENEFITS TO DOCUMENT MANAGEMENT

Integrates with Microsoft Office

Whether you’re using Microsoft Outlook, Word, Excel or Windows Explorer, you can easily attach files, emails, notes and documents onto a case, so nothing slips through the cracks.

Practice-specific templates

Create your own practice templates for automatic merging of client, contact and case, all while maintaining brand consistency.

Unlimited storage

Unlike other providers out there, we offer unlimited, UK-based storage so you never have to worry that you’ll lose your client and case documents or run out of space.

Straightforward handovers

Easily file, manage and access all case-related correspondence and documents from anywhere. Give your colleagues the insight they need to pick up where you’ve left off even when you’re not in the office.

DOCUMENT MANAGEMENT

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.

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READY TO UPGRADE YOUR DOCUMENT MANAGEMENT?

Get in touch to find out more about our document management software. 

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