In this post, we are happy to share some of the outcomes of our efforts to enhance your experience with Affinity. Dye & Durham’s commitment to providing you with the best tools and support is reflected in these new features and initiatives. Read on to discover how these improvements can help you maximise the value of Affinity and support your firm’s continuous growth and success.
PRODUCT ENHANCEMENT: THE AFFINITY UNIFIED API – CUSTOMISE YOUR EXPERIENCE
The Affinity Unified API is now available to all Affinity client firms. This brings further depth to Affinity’s already industry-leading configurability to extend Affinity to meet your unique needs.
Deploy the Affinity Unified API in your environment and work with your development team and approved third-party vendors to safely build custom apps and extensions that boost your firm’s performance and productivity.
Built from the ground up with a modern tech stack, the Affinity Unified API adheres to best practices in API design, documentation, and security, enabling your teams to build agile, reliable and secure integrations.
Version 1.0 of the Affinity Unified API enables queries, reading, creating, and editing records in core areas of Affinity—namely, Phonebook, Clients, Matters, and Documents. Each iteration of the API will be richer in functionality and extend to more areas of Affinity, driven by your feedback and feature requests. We’re building this together with you.
Speak to your Account Manager to learn more
PRODUCT ENHANCEMENT: EXPERIENCE SMARTER DUE DILIGENCE SEARCHES AND IDENTITY SOLUTIONS
We are collaborating closely with our Unity™ Search colleagues to deliver an industry-leading due diligence search experience within Affinity. Our first enhancement is already available with our latest Hotfixes.
Unity Search provides instant access to over 7,660 products from more than 3,270 regulatory sources via an easy-to-use web interface. Our integration with Unity™ Search helps you with time saving automations and tools including:
- Placing search orders within Affinity and auto-posting searches to Matters.
- Automated data mapping and syncing to avoid re-keying data.
- Auto-posting charges and simplified invoice reconciliation.
The integration also gives you instant access to the latest innovations on Unity™ Search, including LiveSign VOI for identity checks and eCAF, and Insight360 for visual insights into corporate structures.
For existing users, enjoy new enhancements like one-click launch from Affinity Desktop, faster syncing, and optimized system performance.
Keep an eye out for ongoing improvements to this experience with future releases.
Speak to your Account Manager for more
COMMUNITY: JOIN OUR ALL-NEW LINKEDIN USER GROUP
We have relaunched our LinkedIn User Group and hope you will join the community.
The LinkedIn user group is a place for users to:
- Interact with other users and with our teams.
- Share experiences with the product and raise questions, concerns, and feature requests.
- Catch up on updates from Affinity account managers, and members of our team from professional services, learning, support, and product
We warmly invite you to share this invitation with other Affinity users. We look forward to seeing you there to help you have the best experience possible with Affinity.
CLIENT SUCCESS: UNLOCK THE FULL POTENTIAL OF AFFINITY WITH ENHANCED ELEARNING
We have renewed our focus on training and education to help you unlock Affinity’s rich depth of functionality and configurability to meet your firm’s evolving needs.
All your existing users have already been transferred to our new Learning Management System and will have received an email to access their new learning account. The new Affinity eLearning platform includes:
- A modern interface for course layouts and content.
- Self-service e-Learning account registration for new users.
- Easy continuation of courses.
- Seamless playback with Vimeo-hosted videos.
- Self-managed password resets.
Looking ahead, we are introducing:
- Updated learning content with an improved user experience.
- Interactive videos for knowledge checks.
- Downloadable resources in PDF format.
These enhancements aim to increase engagement; help retain knowledge and provide immediate access to the learning portal to help your users be more efficient. Stay tuned for more exciting updates as we continue to enhance your learning experience with Affinity!
Not registered yet? Set up your eLearning account
CLIENT SUCCESS: A NEW SUPPORT EXPERIENCE, COMING SOON!
Our support team has embarked on a broad initiative to enhance support and provide you with:
- Improved response times
- More streamlined and collaborative case management
- Faster resolution of issues
We will soon upgrade our Support Portal and Knowledge Base, moving to a modern and powerful service platform.
Transitioning from LexisCare to the Dye & Durham Support Centre is not just a cosmetic change. It modernises your user experience, allowing for self-service and future enhancements. By leveraging the Zendesk-based support platform, our teams can gain quicker insights into tickets and client interactions, improving support delivery and coordination. This also helps us proactively take insights back to the product team to enhance Affinity. We are also optimising our support processes, starting with a focus on L1, to reduce aged cases and increase escalation speed.
Our support teams across L1, L2, and L3 remain committed to resolving your issues promptly and helping you get the most out of Affinity.
Stay tuned for more exciting updates soon!
CLIENT SUCCESS: FIND THE LATEST AFFINITY UPDATES EASIER
We regularly release Hotfixes to improve performance, integrate partner updates, and address software issues. Keeping Affinity up to date ensures you get the most from your investment.
Ongoing updates on the latest Hotfixes for your version of affinity are now made in the Important Notifications section of the Affinity Support Portal.
If you’re on an unsupported version, we encourage you to upgrade. Reach out to your Account Manager for more details about upgrading and optimising your practice.
Improve your experience by updating Affinity
CLIENT SUCCESS: LOOKING FOR HELP TO DO MORE WITH AFFINITY?
As your firm evolves, so too will the best way to use Affinity to support your success. Our team of experienced Solution Consultants are here to help you leverage Affinity to meet your current and future needs. You may be looking to improve specific workflows, merge with another practice, or solve an entirely new challenge. Our consultants can assist you in scoping your requirement and using Affinity in the best way possible to achieve your goals.
Reach out to discuss:
- Health Checks: Want to ensure you are getting the best from Affinity? Our team can do an audit of how your team uses Affinity and make recommendations to help you get the most from Affinity.
- Custom Reporting: Each practice has its own reporting needs. Our team can help you by providing reports developed to your specification.
- Onsite and remote training: Our trainers are used to delivering intensive training face-to-face or remotely focusing on maximum interactivity and pre-scoped outcomes.
Let us help you maximise the value of Affinity and support your firm’s continuous growth and success.
We hope you found these insights into our latest developments helpful. At Dye & Durham, we are dedicated to continuously enhancing your experience and providing you with the tools you need to succeed. Stay tuned for more updates, and don’t hesitate to reach out to your Account Manager if you have any questions or need further assistance. Thank you for being a valued part of the Affinity community!
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