Generate quotes quickly even with minimal customer details. Log each enquiry, follow up leads with the diary function, and convert quotes to instructions.
ONBOARD CLIENTS EFFICIENTLY
Onboard clients and undertake KYC checks with client care, KYC/AML, and property information solutions.
MANAGE YOUR PRACTICE EFFECTIVELY
Stay in control with easy-to-use practice management capabilities.
VERIFY WITH CONFIDENCE
Powerful verification capabilities to verify clients, lawyers and lenders. Includes lender verification, client ID verification, and lawyer checker.
ACCESS LEGAL ACCOUNTING SOFTWARE
Access law firm software specifically designed for Legal Cashiers, Compliance Officers for Legal Practice (COLP) and Compliance Officers for Finance and Administration (COFA).
SIMPLIFY CASE & MATTER MANAGEMENT
Manage the entire lifecycle and workflow of a case from beginning to end.
IMPROVE CONVEYANCING WORKFLOWS
Conveyancing workflows that make managing a property transaction more efficient.
ACCESS DUE DILIGENCE REPORTS
Access due diligence reports for both property and corporate transactions to make decisions with confidence.
STAY COMPLIANT
Stay compliant with Law Society and SRA Standards and Regulations, as well as HM Land Registry and HM Revenue & Customs.
SAVE YOUR PRACTICE TIME, MONEY AND MORE WITH UNITY® GLOBAL PLATFORM
Unity® Global Platform gives you so much more than search and matter management.
With Unity® Global Platform your practice could be benefitting from added value and cost-savings like:
Complimentary Client Onboarding: Deliver an extraordinary client experience, operate efficiently, and comply with increasingly strict KYC and AML regulations with an industry-leading, easy-to-use onboarding solution. You have access to our industry-leading Client Onboarding + KYC solution free of charge during a limited time trial. Benefit from a no-cost trial of our industry-leading Client Onboarding + KYC solution and deliver a great client experience right from the start with a tool that’s easy for both you and your client, featuring:
KYC/AML checks with biometric ID verification to Safe Harbour standards
Automated source of funds
Property transaction forms
E-sign client care letters
Six months of ongoing monitoring
Find out how Unity® Global Platform will help your firm save time, effort and money.
If you received communications from Dye & Durham regarding your move to Unity® Global Platform, you may already have access. Try your existing login credentials to log in.
If you do not have access, please email us at uksearchsupport@dyedurham.com, and our team will support you with access to Unity® Global Platform and your subscription to services.
How does client onboarding help make my law firm more efficient?
Client onboarding is not just a process, it's a crucial step in establishing solid relationships with your clients. It includes gathering the necessary information, formally engaging with your clients (complete client care letters), and most importantly, complying with KYC/AML regulations.
Dye & Durham's industry-leading and easy-to-use electronic client onboarding capability is central to the Unity® Global Platform.
We offer a user-friendly, efficient system for you and your clients that significantly compresses the time and effort required to onboard a client while ensuring compliance with regulatory requirements.
As a Unity® Global Platform customer, client onboarding is free to you and your clients.
How does Unity® Global Platform help my law firm?
There are several benefits for law firms and legal professionals to having one solution that delivers all the legal services and solutions in one place.
Not only can it help you drive efficiency by not having to manage multiple suppliers, contracts, and even remember different log-ins, but you also benefit from easy access to market-leading solutions from client intake through to managing your practice.
What legal solutions can I access with Unity® Global Platform?
The great news is that once you have access to Unity® Global Platform, you’re on your way to a comprehensive suite of solutions to help you manage your everyday legal matters (subscription fees may apply).
These include:
Fast 'Matter Quoting' capabilities
Comprehensive client onboarding (client care letter, KYC/AML, digital ID verification, TA forms, and more)
Property and corporate search functionality
Practice and case management to manage your firm and matters
Full legal accounting software
DeeDee, your legal information AI assistant
Government registry filings
Can I access and login from anywhere?
Yes, Unity® Global Platform is browser-based, meaning you can access it from anywhere, anytime.
So long as you have access to the internet, you can access Unity® Global Platform. You just need your login credentials to sign in.
How can I contact you to learn more?
Use the contact buttons on this webpage or please email us at salesteamuk@dyedurham.com. Our team will be pleased to answer any of your questions.
