Unity Practice Management Integration

Access matter data and create new enquiry forms.

At Smarter Drafter, we’ve always believed that if data already exists in one system, it should never have to be rekeyed into another. Every duplicate entry wastes time, increases the chance of errors, and undermines confidence in your data.

That principle has driven our war on rekeying - and our latest advance is here: the Smarter Drafter Pro integration with Dye & Durham’s Unity Practice Management (Unity).

This integration brings together three powerful capabilities that transform the way firms manage client data and documents.

Client and Matter Integration

With Unity connected directly to Smarter Drafter Pro, firms can map and pull across the fields they need to automate documents with confidence. Whether it’s standard client details or matter-specific data such as property information, key dates, or case details, the integration ensures documents start with accurate, pre-filled information.

The benefit is simple: fewer manual steps, fewer errors, and faster document turnaround — all while Unity remains the single source of truth.

Unity Enquiry Creation

Perhaps the most powerful new capability is the ability to create Unity Enquiries directly from Smarter Drafter forms.

This can happen in two ways:

• Internally – when staff complete a Smarter Drafter form, such as a new client intake.

• Externally – when a prospective client fills in an online Smarter Drafter intake form embedded on the firm’s website.

In both cases, the information captured flows automatically into Unity, creating a valid Enquiry with all required fields mapped. There’s no need to retype details into Unity, and no risk of missing key information. Intake → Enquiry → Matter creation becomes a single, continuous process.

Document Filing

Finally, once a document is generated in Smarter Drafter Pro, it can be filed directly into the correct Unity matter. No more saving to desktops, uploading manually, or worrying about version control.

By linking every document back to Unity, firms maintain a centralised, reliable record of client and matter information, keeping compliance and consistency front and centre.

A Seamless End-to-End Workflow

Taken together, these three features deliver a true end-to-end workflow. From the moment a client completes an intake form to the final filing of documents in Unity, every step is automated, accurate, and free from rekeying.

The result: faster onboarding, reduced admin, and more time to focus on delivering legal services.

Available Now

The Unity integration is available today for all Smarter Drafter Pro Enterprise subscriptions. To learn more, download the Product Brief, contact your Smarter Drafter Certified Partner or reach out to us directly.