Unity ELM Counsel Exchange

A step-by-step checklist to standardize coding, reduce errors, and ensure billing compliance across your firm.

Counsel Exchange is a vendor collaboration and engagement layer built into Unity ELM that connects legal teams with outside counsel in a single, unified experience. It replaces fragmented workflows across email, legacy portals, and manual coordination with a structured system for managing invoices, budgets, matters, timekeepers, and communication.

Download the datasheet to see how Counsel Exchange helps legal teams centralize vendor interactions, reduce administrative overhead, and manage outside counsel relationships from a single platform.

In this datasheet, you’ll learn about:

• Submit and track invoices via LEDES upload, PDF upload, or manual entry with end-to-end status visibility
• Collaborate on matter budgets before work begins to align on scope and cost expectations
• Manage timekeepers, submit rates for approval, and maintain data with centralized controls
• Enable vendor self-service with role-based permissions, file sharing, workflow guidance, and real-time notifications
• Support RFP participation through the same portal experience when enabled by client