This article explains how to verify contacts using Treefort as a Provider, which is similar to the existing FCT Provider.

Purpose and Objective

Dye & Durham introduced eIDV in Unity® Practice Management in December 2025. We are now expanding the existing IDV functionality to allow law firms to electronically verify their own contacts using the new provider Treefort.

Key Benefits

• Requesting within a contact or within a matter 
• Staying up to date on IDV status within UnityC 
• Ability to review the IDV report provided by the provider 
• Add IDV reports to matters
• Disburse the chargeable amount to the customer (Available outside of BC)

Pricing & Availability

• Cost: $25 per contact + applicable tax 
• Availability: All provinces

Initiating and Submitting Treefort eIDV

Details

EIDV can be initiated from:

• Contact 
• Matter

Minimum required information:

• First name 
• Last name 
• Email 
• Phone number

Once a user is on you are on the eIDV screen, clicking submit will initiate the request. 

Request eIDV from a Contact

eIDV Verification

In this contact view, users are able to: 

• Request eIDV verification for the contact 
• View, track current and past eIDV submissions and details

Submitting eIDV

• Users will need to select the necessary information
• Treefort users do not need to have any specific accounts with Treefort. All Unity® users will have access to Treefort 

Request eIDV Charges 

Confirmation

• Users can submit requests for multiple contacts
• Each contact is treated as a separate ID verification with its own associated cost
• Users are notified before submitting to confirm the charges

Request eIDV from a Contact - History and Actions 

eIDVs

• All submissions for a contact appear in the ID Verification section
• The available actions depend on the status of each submission
• On this screen, a user can: 
  • Edit the request to update the first name, last name, or email 
  • Cancel a request 
  • Refresh the page to check for status updates

eIDV Statuses

The following are IDV statuses, description, and billability

Submitted State:

End States where users are charged: 

eIDV - Client ID Verification Report

Reports within IDV

• For completed IDV requests, the user can access summary reports and documents related to the ID verification
• These are Provider specific Documents

Request eIDV from a Matter

Reports with Matters 

• User can initiate an IDV request for clients on the matter
• Users can click on the eIDV chip on the contact record to see the status of the eIDV

eIDV and Unity-C

Reports within IDV

• Each submitted contact will appear in UnityC
• The UnityC area will display the updated status for each contact
• Users are notified within the app through an increment on the UnityC navigation icon. (Just like other notification) 
• Users can open the contact for more details via the burger menu

Billing and Debit Notice 

Transaction Report

• Customers will see the $25 per IDV reflected on the debt notice
• This is can be found in the  client id verification report when after the IDV has passed a final/billable state
• The example here, it shows the debt notice with the $25 and tax rate 

Billing and Transaction Report 

Transaction Report 

• Customers will see the $25 per IDV reflected on the transaction report 
• The example here, it shows three transactions reflecting the three separate IDV submissions

Setting up Automation Disbursement 

eIDV fee disbursement

Related Articles

Electronic Identity Validation (E-IDV) within Unity® Practice Management