Advanced Tips for Long-Term Efficiency on Unity™ Search
Tips and Strategies to Maximise Productivity on Unity™ Search
You have mastered the basics, now it’s time to move to the next level. Long-term success isn’t just about keeping things running. It’s about refreshing processes, exploring advanced new features, and staying ahead of change. Here’s your steps to becoming a power user.
BEFORE YOU GO ADVANCED: CHECK YOUR FOUNDATIONS
- Are all users logging into the correct Unity™ Search portal and have personalised their workspace?
- Have all users been set up with the right permissions?
- Do you regularly run billing reports for reconciliation?
- Is your team using Order Manager to check for duplicate searches?
- Have your key team members completed initial training?
- Are help resources bookmarked for quick troubleshooting?
Read our 5 Quick Wins to Get Going post to check these off.
Back to our advanced tips.
1. SCHEDULE ADVANCED TRAINING
Advanced sessions can cover features like Livesign VOI, Insight360, bulk ordering, and AML checks. These sessions are interactive, tailored to your workflows, and can be recorded for future reference.
Impact: Keeps your team ahead of new capabilities and ensures Unity™ Search continues to deliver maximum ROI.
Resources: Book Power-User Training
2. REGULAR USER CLEAN-UP
Inactive accounts create confusion and security risks. Schedule quarterly reviews to deactivate users who’ve left and add new team members promptly. Many firms miss this vital task.
Impact: Maintains system security, prevents errors, and supports compliance.
Resources: Contact your Account Manager or our Onboarding team to run a user list audit
3. EXPLORE ADVANCED FEATURES
Once your foundations are solid, it’s worth looking at advanced tools that can save time and reduce risk in more complex scenarios. Two areas where firms often see the biggest gains are:
- Modern Identity Verification for Your Clients: Digital VOI solutions remove the need for face-to-face meetings and manual paperwork. Features like client authorisation forms that never expire and secure verification checks help speed up onboarding while reducing fraud risk.
- Integrated AML/CTF Checks for Your Matters: Unified AML/CTF workflows in Unity™ Search combine digital identity verification, PEP and sanctions screening, and business-entity checks in one place. Automated audit trails and intelligent risk insights streamline onboarding while helping firms meet Tranche 2 and AUSTRAC obligations with confidence.
- Visualising Complex Structures: For corporate or commercial matters, visual insights can turn hours of manual mapping into minutes. Instead of juggling multiple reports, you can view company relationships, related entities, and key personnel in a single diagram, making due diligence faster and clearer.
Impact: Improves efficiency, reduces risk, and enhances client experience.
Resources: Learn more about our advanced search solutions
4. LEVERAGE REPORTING & ANALYTICS
Ask your account manager about Usage Reports to monitor adoption and optimise workflows. Check in with power users to ensure they’re following best practices, for feedback and to identify any training needs.
Impact: Enables data-driven decisions for efficiency and growth.
Resources: Contact your Account Manager or ask our Support team about usage reports
5. STAY CONNECTED WITH THE COMMUNITY
Join webinars and participate in our Customer Advisory Council (just a 20-30 minute on a quarterly basis) to share feedback and influence future innovations.
Impact: Keeps your firm informed, connected, and influencing the future of Unity™ Search.
Resources: Join our Customer Advisory Council
FREE TRAINING: YOUR SHORTCUT TO SUCCESS
Training is one of the most effective ways to get the most from Unity™ Search.
Our brief training program session is designed to make life easier for your team, customised to your workflows, interactive, and focused on practical outcomes.
Here’s what makes it powerful:
- Tailored to your firm: Sessions are scoped in advance and completely customised based on your practice type and unique workflows.
- Interactive and practical: Delivered via Teams, with Q&A and real examples.
- Flexible: Typically 30–60 minutes, can be recorded for future reference.
- Comprehensive: Covers basics like ordering titles and property certificates, plus advanced features like Livesign VOI and automation tips.
And it’s not just for onboarding. Refresher training is available anytime because Unity™ Search is constantly evolving. Our product team is committed to delivering an industry-leading search experience with a rich roadmap. Training helps your team learn best practices, pick up the latest tips, tricks and workflow possibilities, and provide feedback and feature requests.
Ready to empower your team? Book your complimentary training session