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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Convey is a cloud-based platform designed for residential real estate conveyancing, tailored specifically for law firms in Canada. This innovative tool streamlines the entire transaction process, starting from client intake all the way to the final reporting stage, utilizing matter-specific client questionnaires, automated checklists, and structured workflow steps, all while providing real-time dashboards and a detailed closing calendar. Legal teams have the capability to create and personalize document templates, prepare necessary lender paperwork, manage and finalize PDFs, and efficiently store and search through matter files. Furthermore, the platform facilitates communication through client portals and automated emails or text messages, ensuring seamless coordination among lawyers, clients, lenders, real estate agents, and other stakeholders involved in the transaction. Convey also offers valuable resources such as links to title and registration searches, title insurance, identity verification, lender instructions, and home insurance services, along with options for exporting data or integrating with existing legal practice systems. Accessible via web browsers, Convey aims to enhance the organization and management of residential property purchases, sales, and refinancing processes, thereby improving overall efficiency for law firms. The platform's comprehensive features make it an essential tool for legal professionals navigating the complexities of real estate transactions.

Description

Unity, recognized as Canada's premier practice-specific solution for real estate professionals, delivers a secure and comprehensive conveyancing platform online. This innovative service melds the convenience of remote access with numerous time-saving features, enhancing efficiency for legal practitioners. As an all-in-one practice management tool, Unity empowers users to streamline their operations like never before. Legal experts can refine their workflows while tapping into a suite of best-in-class partner solutions from insurers, lenders, and other key industry players, all within a secure digital framework. Being web-based means that users are relieved of the burden of managing version updates, security measures, upgrades, or virus protection for Unity, allowing them to concentrate on their practice. Additionally, supplementary databases are included, featuring resources from banks, insurance brokers, solicitors, and more, further enhancing the platform's utility. This unique combination of features positions Unity as an indispensable tool for modern conveyancing.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Clio Yes 
CosmoLex Yes 
PCLaw Yes 
PVS-Studio No 
Soluno Yes 

Integrations

Clio No 
CosmoLex No 
PCLaw No 
PVS-Studio Yes 
Soluno No 

Pricing Details

CAD $68.50/transaction
CAD $68.50 per transaction. No fixed-term contract is required. The vendor says cancelled deals may be reused for a live deal or have the charge removed by contacting customer service; conditional matters can be created at no cost.
Free Trial No 
Free Version No 

Pricing Details

$199 per transaction
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Prolegis Solutions

Founded

2018

Country

Canada

Website

www.prolegis.ca/convey

Vendor Details

Company Name

Dye & Durham

Founded

1989

Country

Canada

Website

www.doprocess.com/products/unity-ontario/

Product Features

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management No 
Critical Date Alerts No 
Document Templates No 
Electronic Signature No 
File Sharing No 
Task Management No 
Transaction Review No 

Product Features

Real Estate Agency

Calendar Management Yes 
Client / Property Matching No 
Client Database No 
Commission Management No 
Contact Management No 
Contract Management No 
Email Marketing No 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management No 
Property Database No 
Website Management No 

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