Five Quick Wins for a Smooth Start with Unity™ Search
Here’s how to hit the ground running with Unity™ Search
Getting started with Unity™ Search is simple and straightforward. These five quick wins will help your team hit the ground running, avoid common pitfalls and unlock value from day one.
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.
Impact: Saves time by creating a personalised experience that also better utilises Unity™ Search capabilities.
2. RUN YOUR FIRST BILLING REPORT
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.
Impact: Prevents billing errors and gives you confidence in your financial controls.
Resources: Read our Billing Reports one-pager
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.
Impact: Cuts unnecessary costs for you and your clients and keeps workflows efficient.
Resources: Read the Order Manager Quick Reference Guide
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.
Impact: Training accelerates adoption, prevents errors, and keeps your firm ahead of new capabilities so you continue to get maximum value from Unity™ Search.
Resources: Book a training session
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.
Impact: Empowers your team to solve issues fast and stay productive.
Resources: Review and bookmark our help and video tutorials
PLAN FOR ROLLING OUT UNITY™ SEARCH IN YOUR FIRM
Step 1: Share the “Why”. 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)