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Overview
Unity® Practice Management offers an all-in-one platform for law firms, combining legal accounting and case management. Although some users report an initial adjustment period, its customized document templates save significant time. On the whole, the system centralizes firm operations from client intake to invoicing.
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Starting Price
Custom
Legal Unity Practice Management Specifications
Case Management
Document Management
Client Management (CRM)
Billing & Invoicing
What Is Legal Unity Practice Management?
Legal Unity Practice Management is a cloud-based software platform designed for small to medium-sized law firms to serve as an all-in-one central hub. It is built for general practice but is rich with special features for niche practice types like corporate, property, wills and estates, and much more. It provides full legal accounting to help firms meet strict regulatory standards. The software also streamlines client intake by managing Know Your Customer (KYC) checks and securely manages case files with cloud-based document automation.
Legal Unity Practice Management Pricing
Legal Unity Practice Management Integrations
The platform integrates with several third-party applications and systems, such as:
Who Is Legal Unity Practice Management For?
Legal Unity Practice Management platform is well-suited for diverse practice areas within the legal sector, including:
- General practice
- Corporate law
- Property law
- Wills and estates
Is Legal Unity Practice Management Right For You?
Law firms often struggle with managing disparate systems for case files and complex trust accounting. Legal Unity Practice Management addresses this by providing an all-in-one hub to manage workflows and meet strict regulatory requirements. It is built for small to medium-sized firms needing to centralize everything from client intake and Know Your Customer (KYC) checks to billing and accounting. The software also offers secure cloud storage for sensitive legal documents.
Still doubtful if Legal Unity Practice Management software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Legal Unity Practice Management Features
Legal Unity Practice Management features full legal accounting, including trust and general accounts, for lawyers, legal cashiers, and compliance officers. Integration with third-party systems like QuickBooks, NetSuite, and Xero ensures accurate financial management and streamlined workflows.
With this feature, the platform facilitates client intake and onboarding while supporting Know Your Customer (KYC) and Anti-Money Laundering (AML) checks. Contact management, conflict checks, and online forms simplify case creation and enhance client interactions.
The platform provides secure cloud storage and document automation, allowing users to build, save, access, and edit files from anywhere. Integration with popular applications ensures all case information remains organized and easily retrievable at any time.
The software includes legal information AI assistant, ‘DeeDee,’ trained by lawyers to address complex legal questions. This feature leverages generative AI to provide informed guidance, supporting more efficient and accurate legal research.
