ENTITY MANAGEMENT SOFTWARE
POWERFUL & COMPLETE CORPORATE RECORDS MANAGEMENT
A cloud-based corporate records management system designed for law firms.
Simplify and streamline the production and management of corporate records for entities. Effortlessly handle tasks including issues, transfers, elections, resignations, filing annuals, managing cap tables, warrants, options and much more—all on a single platform.
SUITABLE FOR FIRMS OF ALL SIZES
Perfect for all transactions your clients require, from small and simple transactions and forming a corporation in less than 10 minutes, to complex transactions involving refinance, amalgamations and M&A. Unity® Entity Management has it all.
ENTITY MANAGEMENT FEATURES
AUDIT TRAIL
Easily see all changes made to any entity, by anyone, and at any time, simplifying change management, data integrity, and performance automatically.
REGISTRATIONS
Manage entity registrations in Canada and beyond, including foreign qualifications/registrations, trademarks, PPSA/PPR/UCC, liens, land titles, and much more.
PEOPLE MANAGEMENT
Easily view roles and ownership across all entities, combine addresses, store KYC (Know Your Client), and simplify contact management, ensuring your data is always up-to-date, clean, and reliable.
ELECTRONIC SIGNATURES
Quickly produce documents and send them for electronic signature using your own DocuSign account or with our built-in electronic signature tool at no additional cost.
CAPITAL MANAGEMENT
Features include issue, transfer, exchange, convert, redeem, split, consolidate, or replace shares (fractional or decimal), manage warrants and options, perform complex share transactions, customize the number of characters to the left of the decimal on a per-entity basis, and much more.
VIRTUAL MINUTE BOOKS
Each entity automatically has its own Virtual Minute Book where you can share draft or signed documents, saving money on physical storage space or time wasted searching for the physical minute book.
ORGANIZATIONAL CHARTS
Quickly and easily generate visual organizational charts for your clients, including (parents/subs), or easily see how the chart changes over time.
WORKFLOW TASKS & REMINDERS
Simplify the creation and management of tasks that users need to maintain, making it easy for users to plan their day and stay on top of transactions. Users can assign deadlines, provide status updates, and even generate documents “as of” a particular point-in-time.
GET A CALLBACK
Complete this form to request an account manager from Dye & Durham to call you back about your law firm’s entity management needs.