Back to Resources

Legal Operations: Built for what’s next

You are accountable for clean matters, accurate invoices, and defensible records. Your day is full of reviews, approvals, and questions that do not wait. Is this invoice within budget. Which open matters still have accruals that need to be captured for this month. Are these rates correct. Does this contract say what the business thinks it says.

Onit’s Q4 2025 product launch is built with those exact questions in mind. In practical terms, this quarter’s launch focuses on surfacing answers to those questions inside the workflows you already know and trust, backed by the legal expertise and breadth of Onit’s portfolio.

Budget awareness and dashboard enhancements

Turn invoice review into explainable automation. Spend Agent applies legal-specific AI to every invoice, making actions visible, automation configurable by vendor, summaries clear, guideline management simple, and savings trends transparent to Finance.

Key highlights: See the story of each invoice in seconds. At a glance, AI summaries and line level “Spend Agent Insight” notes help approvers act quickly and confidently, with clear guideline references firms can understand and address.

  • Control where AI acts and how assertively. Vendor level Auto, Sentry, and Off settings let you align automation with your risk tolerance and firm readiness, with a complete audit trail for every change.
  • Keep billing guidelines in sync with the business. Bulk upload and update across firms keeps enforcement aligned with new panels and rate agreements, while letting you fix only the entries that fail validation.
  • Prove and defend savings to Finance. A focused Spend Agent dashboard view quantifies reviewed invoices, accepted reductions, and savings trends and highlights outlier invoices that drive leakage.

Spend Agent gives legal teams proof, not promise. Every review is faster, every decision traceable, and every dollar easier to defend.

Matter-level accruals and duplicate detection

Turn manual checks into reliable automation. Teams track accruals at the matter level for better forecasting and alignment with Finance. Reviewers get immediate duplicate alerts on invoices to prevent overpayments and speed approvals.

Matter-level accruals
Accruals are now visible within each matter’s financial tab. Teams can see unbilled estimates alongside approved invoices, removing manual tracking and reducing reporting friction. This enhancement introduces a new view of accruals, giving users clarity at the matter level rather than at the vendor level.

Duplicate detection
Stop duplicates before approval. Reviewers see in-line alerts on the invoice page when invoices or line items overlap, which reduces overpayments, shortens reviews, and improves billing accuracy without extra clicks.

Key highlights

  • Access unbilled accruals in each matter for cleaner forecasting and faster reconciliation.
  • Catch duplicate invoices and line items during review to prevent double payment.
  • Accelerate month-end close with accurate, audit-ready data that Finance can trust.

Together, these updates eliminate repetitive manual work, create a single source of truth for spend, and give teams the confidence to close quickly with accurate data.

These enhancements bring accruals into the matter record and flag duplicates during review, so you get cleaner data and fewer surprises. They reinforce SimpleLegal’s commitment to practical automation.

Self-service user management and blocking controls

Put access control in the hands of your admins. Reduce support tickets, control access, and keep your directory clean with simple self-service actions in EBILLING.SPACE.

Key highlights

  • Disable and reactivate staff users, so inactive accounts can no longer log in
  • Delete staff users with no activity history to keep user lists clean
  • Block lawyers, law firms, and staff users so they cannot be added to matters, invoices, or line items while still appearing in search and reports for audit purposes

These updates help legal operations maintain a cleaner, more controlled eBilling environment with less manual intervention and fewer access risks.

Smart mapping enhancement

ReviewAI now integrates more deeply with OnitX CLM with the introduction of Smart Mapping. ReviewAI can now populate extracted text-based contract terms directly into structured OnitX CLM fields.

Key highlights

  • Contract clauses and key terms automatically appear in OnitX CLM data fields after review
  • Playbook logic and approval rules apply more consistently across users
  • Accurate, structured contract data supports stronger analytics and reporting
  • Built for legal teams, scaling contract review across multiple business units

These updates turn manual term capture into reliable automation. Teams enforce approvals with precision, accelerate cycle times, and trust the data driving their legal operations

Vendor governance | client-initiated onboarding and rate card validation

Turn manual vendor and rate checks into reliable automation. Legal teams start vendor onboarding in the Vendor App and standardize timekeeper rates with rate cards, so activation moves faster and approvals stay consistent.

Client-initiated vendor onboarding
Clients can now start vendor onboarding requests in the OnitX ELM vendor app. The process includes required fields, duplicate checks, and status visibility. Vendor support completes final setup to ensure data integrity and compliance.

Clients launch requests directly in OnitX ELM BillingPoint with required fields, duplicate checks, and status tracking. Vendor Support completes setup to protect data quality and compliance.

Timekeeper rate cards
Vendors upload standardized rate sheets aligned to client classifications and matter context. The system validates incoming timekeeper submissions against the approved card and flags exceptions for review. Most in-policy submissions auto-approve.

Key highlights

  • Accelerate vendor activation with guided intake workflows
  • Maintain consistency and reduce manual rate verification
  • Gain transparent, auditable insight into rate and vendor data
  • Ensures data consistency and compliance while reducing administrative delays

These enhancements help legal teams onboard vendors faster, maintain rate accuracy, and ensure every relationship operates within clear and compliant financial parameters.

AI Contract extract | folder-level tag template association

Automate metadata where files live using AiCE. Map tag templates to folders, so new documents arrive with the right fields, improving AI extraction, discovery, and analytics.

Key highlights

  • Configure in folder settings or during creation
  • Bulk actions apply templates across many folders at once
  • Visual cues identify folders with automated tagging
  • Designed for teams scaling contract repositories and governance Uniform tagging enables accurate AI extraction and produces structured data that speeds search, strengthens reporting, and supports compliance at scale.

Why it matters

Legal, finance, and procurement teams share the same goal: accuracy and control. These enhancements improve data reliability, speed decision-making, and make legal operations measurable and transparent.

Onit’s Q4 2025 Product Launch Enhancements help legal departments like yours operate with clarity, consistency, and accountability.

Resources

Spend Agent

SimpleLegal enhancements

ReviewAI smart mapping

OnitX ELM enhancements

ContractWorks AiCE