Resource Type: Live Webinar

The quality of an RFP response often depends on the quality of the questions. When questionnaires are too broad, lengthy, or vague, law firms may provide generic answers that make meaningful comparison difficult. 

Join other Unity ELM customers for a facilitated peer discussion on designing RFPs that surface decision-ready information while respecting the time and effort required from both legal teams and participating firms. 

We’ll discuss how to: 

• Focus the RFP on questions that will meaningfully influence the selection decision 
• Give firms the context they need to provide relevant, substantive responses 
• Structure requests around scope, assumptions, staffing, pricing, and deliverables 
• Prevent questionnaires from becoming overly long or driven by competing stakeholder requests 
• Ask more effective questions about technology, innovation, and AI 
• Improve the consistency and comparability of firm responses

Hear how other legal teams are refining their questionnaires, reducing unnecessary work, and gathering the information needed to make more confident outside counsel decisions. 

This is a customer peer exchange, not a product presentation. Come ready to compare approaches, share what has worked for your organization, and discuss the questions that have produced the most useful firm responses. 

Legal invoice review should not depend on how much time your team can spare. 

Yet many legal teams still rely on reviewers to manually sort through line items, interpret billing guidelines, and explain every dispute. The result is a slow, inconsistent process that makes it harder to control spend without straining outside counsel relationships. 

Spend Agent changes the equation. 

Join us for a 20-minute live demo to see how Onit’s AI agent reviews legal invoices line by line, applies billing guidelines in context, and gives your team the clarity to act faster and with greater confidence. 

You’ll see how Spend Agent helps legal teams: 

• Surface AI-generated invoice summaries that focus reviewers on what matters 
• Validate invoices against budgets and accruals before approval 
• Identify billing issues with clear explanations tied to specific guidelines 
• Accelerate review while strengthening compliance and financial control 
• Quantify savings opportunities and improve visibility into legal spend 

Spend Agent delivers 92% invoice-level accuracy and 81% line-item accuracy, with review speeds 50 to 80 times faster than human reviewers. It does not replace judgment. It gives your team better analysis earlier in the process so they can make the right call faster. 

See what invoice review looks like when every line gets the attention it deserves. 

How AI, business rules, and human judgment can create a smarter approach to invoice review 

Legal invoice review is about more than finding savings. It’s about ensuring every invoice is accurate, compliant, and aligned with your organization’s expectations without consuming valuable attorney time. 

As AI takes on a greater role in legal operations, teams have an opportunity to rethink how invoice review gets done and where human judgment adds the most value. 

Watch this replay conversation to explore: 

• What it means to focus on paying the right invoice, not simply paying less 
• How AI and business rules can work together to enforce billing guidelines more consistently 
• How engagement documents and matter-level requirements can add context to invoice review 
• Where automated adjustments can reduce manual effort while maintaining human oversight 
• How a smarter first pass can improve invoice quality, compliance, governance, and attorney efficiency 

You’ll also hear how Spend Agent puts this approach into practice, using AI analysis and deterministic business rules to identify issues earlier and focus human review where judgment is actually needed. 

A formal RFP can bring greater structure, competition, and accountability to outside counsel selection. But not every matter justifies the additional process.

Join other Unity ELM customers for a facilitated discussion on when an RFP creates meaningful business value, when a lighter approach may be more effective, and how legal teams are putting practical governance in place.

We’ll discuss how to:

• Identify the matters and initiatives that benefit most from a formal RFP
• Choose between a matter-specific RFP, panel review, rate negotiation, or reverse auction
• Set practical RFP thresholds and establish a clear process for exceptions
• Define responsibilities across Legal, Legal Operations, Procurement, and Finance
• Address resistance from internal attorneys and incumbent firms
• Align the process with business outcomes such as cost control, predictability, panel consolidation, and access to new capabilities

Hear how other legal teams are balancing structure with efficiency, maintaining strong firm relationships, and building RFP processes their organizations will follow.

This is not a product presentation. It is an opportunity to compare approaches, learn from other Unity ELM customers, and discuss a scenario from your own organization

This webinar is being recorded and uses AI to generate transcripts, summaries, and insights to improve eachattendee’s experience and  we may use such actionable insights in accordance with our privacy policy (Onit’s Privacy & Cookie Policy Explained! #LegalTech). By attending, you acknowledge and consent to this use.

Date & Time: May 7th, 1 pm EST 

When legal teams rely on manual processes to assign work, track deadlines, and manage approvals, time is spent on repetitive tasks instead of higher-value work.

Requests require manual triage. Deadlines depend on follow-up. And simple workflows like approvals and assignments create unnecessary delays.

OnitX helps legal teams automate these low-value tasks so work moves faster, more consistently, and with less manual effort.

Want to see how it works in practice?

Join us for a 20-minute live demo and see how legal teams can:

• Automatically assign work based on matter type, team structure, or workload 
• Trigger tasks and deadlines dynamically, including trial-related activities tied to key dates 
• Streamline budget and invoice approvals with configurable, automated workflows 
• Reduce manual follow-up while improving consistency and governance across legal operations 

This is how modern legal teams eliminate repetitive work and scale operations without adding complexity.