Eliminate the need for end-users to manually re-enter data by directly synchronising information...
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1 minute read
The new Dye & Durham Unity Practice Management system integration eliminates rekeying, streamlines client intake, and ensures Unity remains your single source of truth.
About this Product Brief
Smarter Drafter and Unity integrate seamlessly so that client and matter information flows automatically between systems. With full two-way integration, firms can:
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Map Unity fields into Smarter Drafter Pro templates to instantly populate documents with accurate client and matter data.
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Create new Unity Enquiries directly from Smarter Drafter forms, including online intake forms embedded on your website.
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File completed documents back into Unity matters, ensuring all records stay centralised and consistent.
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Eliminate rekeying to save time, reduce errors, and maintain confidence in every document generated.
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