1. CONFIRM YOUR USERS ARE ON THE RIGHT PLATFORM AND PERSONALISE YOUR WORKSPACE
When users are accessing Unity™ Search for the first time, make sure they’re are logging into the refreshed Unity™ Search portal, not the older interface.
- If accessing directly: click the Login button at the top right of the dyedurham.com.au page
- If accessing via Unity™ Practice Management: click on the Searches tab in the Matter page.
- If accessing via Affinity: click into the integrated Unity™ Search application via the Affinity Desktop
Once logged in, you can customise your workspace by updating details and setting preferences. Our team can walk you through the key settings to start with.
2. BILLING REPORTS AREN'T JUST FOR FINANCE
Admins often overlook this early step. Billing reports aren’t just for finance, they’re your early checkpoint for accuracy. Running reports helps you to confirm searches are billed correctly and reconcile costs with other systems.
3. USE ORDER MANAGER TO AVOID DUPLICATE SEARCHES
Duplicate orders are a common issue for firms with multiple users. Order Manager in Unity™ Search gives you a simple way to check pending and completed searches, before placing a new order.
4. TAKE ADVANTAGE OF OUR FREE CUSTOM TRAINING
Training is the single most powerful tool for unlocking value early. Here’s what makes it so effective:
- Sessions are customised based on your practice type and workflows.
- Delivered interactively via Teams with Q&A and real examples.
- Typically 30–60 minutes, can be recorded for future reference.
- Covers basics like ordering titles and property certificates, plus advanced features like VOI ordering and automation tips.
Investing an hour now can save countless hours later.
5. EXPLORE IN-APP HELP AND GUIDES
Remember, Unity™ Search includes built-in help and video tutorials for quick answers and use live chat for instant support when needed.
PLAN BUILDING ADOPTION OF UNITY™ SEARCH IN YOUR FIRM
Step 1: Share 'why' you've opted for Unity™ Search. Explain how Unity™ Search saves time and reduces risk.
Step 2: Schedule training early, invite all relevant users and record the session.
Step 3: Confirm user access and permissions for security and workflow control.
Step 4: Promote best practices (e.g. Order Manager checks, billing reports, and help resources)
Step 5: Keep engagement going (plan a 30-day check-in and advanced training at 90 days)