Resource Type: Datasheet

Ask. Act. Automate — conversational access to your live legal operations data.

Every spend decision starts with a question Q4 spend, vendors on a matter, rejected timekeepers, accruals versus budget, open purchase orders, line items for court fees. When answers depend on manual reporting or exported data, decisions slow down and risk goes up. Ask Unity (beta) delivers real-time, conversational access to Unity ELM data, letting legal teams explore trends, uncover anomalies, and surface insights that static dashboards may miss. It analyzes live financial and operational records spend, invoices, vendors, matters, timekeepers, budgets, accruals, allocations, purchase orders, reviewer rules, and client-configured attributes and returns clear, structured answers with supporting visuals, all inside Unity ELM.

Download the datasheet to see how Ask Unity turns questions in plain language into executive-ready insight, grounded in your governed system of record and delivered without leaving Unity ELM.

In this datasheet, you’ll learn about:

• Conversational, real-time answers over live Unity ELM financial and operational data
• Structured, defensible responses with supporting visuals no manual reporting cycles required
• Governed insight that respects each user’s role-based permissions and stays inside your system of record
• Refinement prompts instead of speculative output when a question lacks clarity
• Seamless move from insight to follow-through inside Unity ELM workflows, with no export or separate reporting tool

Faster intake, answers, and triage built for the Unity suite.

Legal teams are under pressure to respond faster, reduce administrative burden, and give the business a clearer path to legal support. But requests often arrive through scattered emails, chat messages, incomplete forms, and informal side channels. Unity Legal Service Requests (LSR) brings structure, intelligence, and control to legal intake with an AI-guided experience that helps business users get answers, submit structured requests, and track outcomes. Built for the Unity suite, Unity LSR helps legal teams modernize intake without adding operational complexity reducing avoidable requests, improving submission quality, and preserving oversight from first touch through triage, resolution, or matter creation.

Download the datasheet to see how Unity LSR combines AI-guided self-service, structured request creation, and connected matter management to help legal teams handle demand at scale.

In this datasheet, you’ll learn about:

• An AI-guided legal front door that lets business users describe what they need in plain language and get to the right next step
• Knowledge-based responses with citations, grounded in a customer-managed library of approved company documents
• Guided legal request creation and controlled escalation so ambiguous or higher-risk work always moves to Legal
• Complete request records with conversation transcripts, source information, comments, history, and status
• Matter creation directly from an LSR, preserving continuity from intake through ongoing legal work

Clarity, collaboration, and configurability across the matter lifecycle.

An overwhelming volume of matters can lead to confusion, duplicated work, and a lack of trust across the organization. OnitX Matter Management gives the broad clarity your matter portfolio needs, engaging your entire legal team through powerful collaboration and workflow capabilities and delivering visibility and insight into matters throughout their lifecycle. It ensures the right work is guided to the right expertise, with a configurable system of record that adapts to how your legal department operates.

Download the datasheet to see how OnitX Matter Management centralizes matter data, streamlines workflow, and delivers real-time insights across your entire legal portfolio—on a secure, enterprise-grade platform.

In this datasheet, you’ll learn about:

• A complete legal matter management repository that captures 100% of matters and law department value
• Real-time data and dashboards to monitor internal and external matters throughout their lifecycle
• Configurable intake and data forms with context-sensitive and conditional data capture
• Deep integration with Microsoft Office, Google, and third-party solutions so work happens where teams already work
• A configured, highly secure system of record for sensitive matter information, backed by SOC II, HIPAA, and GDPR-aligned controls

Faster intake, answers, and triage for in-house legal teams.

Legal teams are under pressure to respond faster, reduce administrative burden, and give the business a clearer path to legal support. But requests often arrive through scattered emails, chat messages, incomplete forms, and informal side channels. OnitX LSR brings structure, intelligence, and control to legal intake with an AI-guided experience that helps business users get answers, submit structured requests, and track outcomes—while giving Legal a centralized view of demand, ownership, and status across the intake lifecycle.

Download the datasheet to see how OnitX LSR standardizes intake, uses AI to guide business users to the right next step, and gives Legal Ops end-to-end visibility into requests, interactions, and outcomes.

In this datasheet, you’ll learn about:

• Standardized, configurable intake forms that capture the right information before work reaches Legal
• AI-guided self-service that answers common policy and process questions from approved company knowledge
• Auto-routing and triage so the right requests reach the right team at the right time
• Role-based dashboards for admins, legal, and business users with real-time status visibility
• Connect intake to SimpleLegal or ContractWorks to move approved requests into spend and contract workflows

Access Unity ELM data where your business analyzes and reports.

Legal data is most valuable when it can be used alongside the rest of the business. Data as a Service gives Unity ELM customers secure, scalable access to their legal operations data, making it easier to connect Unity ELM into enterprise data warehouses and BI tools.

Download the datasheet to learn how Unity ELM Data as a Service connects legal operations data to enterprise reporting, analytics, and BI platforms your business already uses.

In this datasheet, you’ll learn about:

• Ingest Unity ELM data into enterprise warehouses like Snowflake and RDS
• Build dashboards and analytics in Tableau, Power BI, Excel, and other OData-compatible tools
• Reduce reliance on manual exports, custom reports, and support tickets
• Give internal data teams direct, governed access to legal reporting workflows
• Complement standard Unity ELM reporting with more flexible, scalable data access

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

Modernize how legal teams and outside counsel work together.

Counsel Exchange is a vendor collaboration and engagement layer built into OnitX 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 access controls, file sharing, workflow guidance, and real-time notifications
• Support RFP participation through the same portal experience when enabled by clients

Ask. Act. Automate — a single platform for matters, vendors, spend, and workflows.

Legal operations are often managed across disconnected systems, causing teams to duplicate work, rely on manual processes, and slow down decisions. Unity ELM brings matters, vendors, spend, and workflows into one unified system, with AI-powered capabilities embedded directly into daily workflows.

Download the datasheet to see how Unity ELM’s AI-native capabilities deliver measurable results, including 11% cost savings, 97% customer satisfaction, and 95% faster time to value.

In this datasheet, you’ll learn about:

• Unified system for matter management, eBilling, vendor collaboration, and reporting
• AI-native capabilities including Ask Unity, Spend Agent, and CounselMap embedded in workflows
• Real-time dashboards and ad-hoc reporting with no third-party tools needed
• Pre-built integrations with finance, eSignature, IP, and document management platforms
• Scalable, secure infrastructure built by legal professionals for legal teams

The research is in: AI reviews legal invoices more accurately and faster than human reviewers.

Spend Agent validates outside counsel invoices against your billing guidelines, line by line, before they reach your legal team. Backed by published research from the Onit AI Center of Excellence, Spend Agent achieves 92% invoice-level accuracy and 81% line-item accuracy, compared to 72% and 43% for experienced lawyers.

Download the datasheet to see how Spend Agent integrates into your existing workflow with no new vendor or data migration required, including a breakdown of its two operating modes and published accuracy benchmarks.

In this datasheet, you’ll learn about:

• 92% invoice-level accuracy and 81% line-item accuracy vs. experienced human reviewers
• 50-80x faster than human review, based on published study benchmarks
• Reviews every line item: task descriptions, rates, task codes, hours, and expenses
• Catches patterns traditional invoice validation misses, including block billing, vague descriptions, and duplicate entries
• EU AI Act and ISO 42001 compliant, production-proven, and monitored at scale

Global control, financial discipline, and governed Enterprise Legal Management.

Enterprise legal departments need defensible insight into spend, risk, and performance, not activity reports. OnitX ELM gives legal teams an enterprise-proven, configurable operating model that brings matters, invoices, vendors, documents, workflows, and reporting together in one governed platform.

Download the datasheet to see how OnitX ELM supports predictable, compliant, and auditable operations for complex global legal departments, with the flexibility to extend capabilities over time.

In this datasheet, you’ll learn about:

• Structured intake, configurable workflows, and role-based assignments move work out of email and into governed processes
• Configurable billing rules, budgets, and Alternative Fee Arrangements keep invoices accurate and compliant
• Multi-currency, multi-language support and VAT-compliant workflows for global legal operations
• Centralized, auditable operations on a secure enterprise-grade platform with SSO and global scalability
• Spend Agent embedded AI automates invoice review and enforces billing guidelines in real time