Navigation dans le tableau de bord de Counsel Exchange
Counsel Exchange est la nouvelle génération des services de facturation électronique d’Onit. Counsel Exchange réunit CounselGO et BillingPoint avec une interface utilisateur réactive et une expérience utilisateur moderne, améliorant la rapidité, l’accessibilité et la navigation intuitive, réduisant le temps de formation des fournisseurs et favorisant l’adoption.
En quoi Counsel Exchange diffère-t-il de CounselGO et BillingPoint ?
Counsel Exchange s’appuie sur les flux de travail éprouvés auxquels les clients et les fournisseurs font déjà confiance aujourd’hui via CounselGO et BillingPoint.
Les flux de travail essentiels tels que la soumission des factures, la gestion des temps et des tarifs, la collaboration sur les budgets, le partage de fichiers et la visibilité sur le statut sont maintenus dans Counsel Exchange.
Ce qui change, c’est l’expérience autour de ces flux de travail.
Counsel Exchange introduit :
Une expérience fournisseur plus épurée et plus moderne
Une navigation et un guidage des flux de travail plus intuitifs
Une meilleure visibilité sur le statut des factures et les commentaires de validation
Une collaboration améliorée entre les équipes juridiques et les fournisseurs
Une base de plateforme évolutive pour l’innovation future et les fonctionnalités basées sur l’IA
Counsel Exchange est conçu pour préserver les flux de travail essentiels tout en améliorant la convivialité, la cohérence et l’évolutivité à long terme.
Qu’est-ce que la « migration » ?
La migration de Counsel Exchange marque la transition vers une expérience modernisée de collaboration avec les fournisseurs et de facturation électronique. Elle rassemble les fonctionnalités principales de BillingPoint et de CounselGO au sein d’une plateforme unique dotée d’une interface plus intuitive, de performances améliorées et de flux de travail rationalisés.
Il ne s’agit pas d’une migration, mais d’une transition guidée qui permet aux fournisseurs de commencer à utiliser Counsel Exchange tout en conservant l’accès aux systèmes existants pendant le déploiement. Grâce à une communication structurée, à des formations et à un calendrier par étapes, la migration est conçue pour minimiser les perturbations et faciliter l’adoption.
En quoi consiste le processus de migration ?
18 mai : les clients d’OnitX, de SimpleLegal et d’Unity commencent à recevoir les communications de migration, les calendriers et les documents d’accompagnement
1er juin : les fournisseurs de BillingPoint et CounselGO commencent à recevoir les communications de migration, les calendriers et les supports de formation
Remarque : Onit contactera les fournisseurs au nom des clients
15 juin : des bannières s’affichent dans les applications BillingPoint et CounselGO pour informer les fournisseurs de la migration à venir et du calendrier
13 juillet : Counsel Exchange est activé
Les fournisseurs peuvent commencer à utiliser le nouveau système
Les anciens systèmes (BillingPoint et CounselGO) restent accessibles pendant cette période de transition
17 août : l’accès à BillingPoint et CounselGO est interrompu
Counsel Exchange devient le point d’accès unique pour la soumission des factures, les rapports et toutes les activités des fournisseurs
Qu’est-ce qui est demandé aux utilisateurs d’OnitX, de SimpleLegal et d’Unity ?
Consultez les documents relatifs à la migration : examinez attentivement toutes les communications et ressources fournies concernant la migration, ainsi que les documents contenus dans ce kit de réussite. Ceux-ci décrivent les principales échéances, les attentes et ce à quoi il faut s’attendre pendant la transition vers Counsel Exchange.
Communiquez avec votre équipe : informez vos équipes internes de la transition à venir afin de garantir la coordination et la préparation. Onit se chargera de toutes les communications avec les fournisseurs en votre nom ; toutefois, si vous choisissez de contacter vos fournisseurs de manière proactive, vous êtes libre de le faire.
Soutenez la préparation des fournisseurs : Onit communiquera directement avec les fournisseurs en votre nom, mais votre implication et votre soutien peuvent contribuer à garantir leur engagement. Encouragez les fournisseurs à consulter les documents et à suivre la formation avant la migration.
Révision de la formation (facultatif) : aucune formation n’est requise pour vos utilisateurs internes, car aucun changement n’est apporté à votre système ELM. Toutefois, des supports de formation sont inclus dans ce kit de réussite si votre équipe souhaite se familiariser avec Counsel Exchange.
Contactez-nous si vous avez des questions : si vous avez des questions ou besoin d’assistance à tout moment pendant la migration, veuillez contacter le support, votre responsable de la réussite client ou votre chargé de compte.
Aucune configuration technique requise : aucune intervention technique n’est requise de la part de votre équipe. La migration sera gérée par Onit, et les fournisseurs seront guidés tout au long de l’accès et de l’intégration. Vous pouvez poursuivre vos activités comme d’habitude jusqu’au début de la migration.
Qu’est-ce qui est demandé aux fournisseurs ?
Consultez les communications et le calendrier de migration : lisez attentivement toutes les communications d’Onit concernant Counsel Exchange. Elles indiquent les dates clés, les attentes et le moment où les changements auront lieu afin que vous puissiez vous organiser en conséquence.
Suivez la formation et consultez les supports : nous vous recommandons vivement de consulter les supports de formation et les guides fournis avant la migration. Counsel Exchange est conçu pour être intuitif, mais vous familiariser à l’avance vous aidera à assurer une transition en douceur.
Préparez-vous à la transition : soyez informés des dates de migration et de fin de service à venir pour BillingPoint et CounselGO. Prévoyez de commencer à utiliser Counsel Exchange à partir du 13 juillet et d’y transférer l’ensemble de vos activités avant que les anciens systèmes ne soient mis hors service.
Mise à jour des identifiants de connexion : les fournisseurs continueront d’utiliser les mêmes identifiants de connexion ; toutefois, vous devrez réinitialiser votre mot de passe lors de votre première connexion à Counsel Exchange.
Surveillez les notifications dans l’application : soyez attentifs aux bannières et rappels dans BillingPoint et CounselGO, car ils vous rappelleront les dates clés et vous fourniront des conseils utiles avant la migration.
Contactez-nous si vous avez des questions : si vous avez des questions ou besoin d’assistance, contactez le support Onit en utilisant les ressources fournies dans vos communications.
Depuis n’importe quelle page de Counsel Exchange, cliquez sur le bouton bleu « Obtenir de l’aide » situé dans le coin inférieur droit de votre écran, OU
Cliquez sur le cercle bleu clair dans le coin supérieur droit – ce cercle contiendra vos initiales ou votre photo de profil. Cliquez ensuite sur « Contacter l’assistance ». Cela ouvrira la fenêtre de chat « Obtenir de l’aide ».
Si le chat bot n’est pas en mesure de répondre à l’une de vos questions pratiques, vous pouvez facilement l’utiliser pour soumettre un ticket à l’équipe d’assistance dans la même fenêtre que le chat.
Conditions générales mises à jour pour les fournisseurs
Counsel Exchange fonctionnera selon des Conditions générales mises à jour, qui régiront votre utilisation de la nouvelle plateforme
La poursuite de l’utilisation de Counsel Exchange après la migration vaut acceptation de ces conditions mises à jour
Vous serez invité à consulter et à accepter les Conditions générales mises à jour lors de votre première connexion à Counsel Exchange
Les mises à jour des Conditions générales reflètent la transition vers Counsel Exchange. Les principales différences sont les suivantes :
Ajout d’une nouvelle section 2.1 qui précise quelle entité Onit émettra la facture si vous avez migré depuis CounselGO.
Ajout d’une nouvelle section 9 qui autorise Onit à utiliser et à intégrer l’IA dans les Services, ainsi que les conditions relatives à cette utilisation de l’IA.
Mise à jour de la section 8.6 — un nouveau lien vers notre Politique de confidentialité mise à jour.
Mise à jour de la section 10.5 — le droit applicable est désormais celui de l’État de Géorgie
Questions et réponses fréquentes
Pourrai-je toujours accéder à BillingPoint ou CounselGO après la migration ? Oui. Il y aura une période de double accès de 5 semaines pendant laquelle vous pourrez utiliser à la fois votre système actuel (BillingPoint ou CounselGO) et Counsel Exchange. Après le 17 août, Counsel Exchange deviendra le portail unique pour toutes les activités des fournisseurs.
Dois-je créer un nouveau compte ou mes identifiants actuels fonctionneront-ils ? Aucun nouveau compte n’est requis. Vous utiliserez votre nom d’utilisateur actuel pour accéder à Counsel Exchange ; toutefois, vous devrez réinitialiser votre mot de passe lors de votre première connexion via la nouvelle URL de Counsel Exchange.
Une interruption de service est-elle prévue pendant la période de migration ? Non. Aucune interruption de service n’est prévue pendant la migration, et vous pourrez poursuivre votre travail sans interruption.
Que se passera-t-il- si je ne commence pas à utiliser Counsel Exchange avant la date de migration ? À l’issue de la période de transition, l’accès à BillingPoint et CounselGO sera désactivé. Toutes les activités devront se dérouler sur Counsel Exchange.
Dois-je migrer mes données ou factures existantes ? Non. Toutes vos données, y compris les factures, les dossiers et les fichiers, seront automatiquement disponibles sur Counsel Exchange. Aucune action n’est requise de votre part.
Mes factures et rapports historiques seront-ils toujours disponibles dans Counsel Exchange ? Oui. Toutes les données historiques, y compris les factures, les dossiers et les rapports, seront accessibles dans Counsel Exchange.
Une formation est-elle nécessaire avant de commencer à utiliser Counsel Exchange ? La formation n’est pas obligatoire, mais elle est recommandée. Bien que l’expérience soit similaire à celle de BillingPoint et CounselGO, la consultation des documents fournis aidera votre équipe à se familiariser avec l’interface mise à jour.
Qui dois-je contacter si je rencontre des problèmes lors de la migration ? Vous pouvez contacter l’assistance Onit pour toute question, dépannage ou assistance pendant le processus de migration en suivant les étapes décrites dans la section « Contacter l’assistance » ci-dessus.
Y a-t-il des changements dans la manière dont les factures sont soumises ? Le processus global reste le même. Bien que l’interface ait été mise à jour, la soumission des factures suit un flux de travail similaire à celui que vous utilisez aujourd’hui.
Y aura-t-il des changements dans les directives de facturation ou aux workflows d’approbation ? Non. Vos directives de facturation et vos workflows d’approbation actuels resteront inchangés.
Les fournisseurs peuvent-ils continuer à soumettre leurs factures dans les anciens systèmes pendant la période de transition ? Oui. Pendant la période de double accès de 5 semaines, vous pouvez soumettre vos factures soit dans BillingPoint/CounselGO, soit dans Counsel Exchange. Après le 17 août, toutes les soumissions devront être effectuées via Counsel Exchange.
Comment Onit communiquera-t-il les mises à jour ou les rappels importants pendant le déploiement ? Vous recevrez des communications régulières de la part d’Onit, notamment des mises à jour hebdomadaires contenant les dates importantes, des rappels et les prochaines étapes tout au long de la période de migration.
O Counsel Exchange é a próxima evolução dos serviços de faturamento eletrônico da Onit. O Counsel Exchange reúne o CounselGO e o BillingPoint com uma interface de usuário responsiva e renovada e uma experiência do usuário moderna, melhorando a velocidade, a acessibilidade e a navegação intuitiva, reduzindo o tempo de treinamento dos fornecedores e aumentando a adoção.
Como o Counsel Exchange difere do CounselGO e do BillingPoint?
O Counsel Exchange se baseia nos fluxos de trabalho confiáveis nos quais clientes e fornecedores já confiam hoje por meio do CounselGO e do BillingPoint.
Fluxos de trabalho essenciais, como envio de faturas, gerenciamento de registro de horas (timekeeper) e taxas, colaboração em orçamentos, compartilhamento de arquivos e visibilidade de status, continuam no Counsel Exchange.
O que muda é a experiência em torno desses fluxos de trabalho.
O Counsel Exchange apresenta:
Uma experiência mais clara e moderna para os fornecedores
Navegação mais intuitiva e orientação sobre o fluxo de trabalho
Melhor visibilidade do status das faturas e do feedback de validação
Maior colaboração entre equipes jurídicas e fornecedores
Uma base de plataforma escalável para inovação futura e recursos habilitados para IA
O Counsel Exchange foi projetado para preservar fluxos de trabalho críticos, ao mesmo tempo em que melhora a usabilidade, a consistência e a escalabilidade a longo prazo.
O que é “Ativação”?
A ativação do Counsel Exchange marca a transição para uma experiência modernizada de colaboração com fornecedores e faturamento eletrônico. Ela reúne os principais recursos do BillingPoint e do CounselGO em uma única plataforma com uma interface mais intuitiva, desempenho aprimorado e fluxos de trabalho otimizados.
Não se trata de uma migração, mas de uma transição orientada que permite que os fornecedores comecem a usar o Counsel Exchange enquanto os sistemas atuais permanecem disponíveis durante a implementação. Com comunicações estruturadas, treinamento e um cronograma em fases, a ativação foi projetada para minimizar interrupções e apoiar a adoção.
Qual é o processo de ativação?
18 de maio: Os clientes da OnitX, SimpleLegal e Unity começam a receber comunicações de ativação, cronogramas e materiais de apoio
1º de junho: Os fornecedores do BillingPoint e do CounselGO começam a receber comunicações de ativação, cronogramas e materiais de treinamento
Observação: a Onit entrará em contato com os fornecedores em nome dos clientes
15 de junho: Banners no aplicativo aparecem no BillingPoint e no CounselGO para notificar os fornecedores sobre a ativação iminente e o cronograma
13 de julho: O Counsel Exchange é ativado
Os fornecedores podem começar a usar o novo sistema
Os sistemas antigos (BillingPoint e CounselGO) permanecem acessíveis durante este período de transição
17 de agosto: O acesso ao BillingPoint e ao CounselGO é encerrado
O Counsel Exchange passa a ser o único ponto de acesso para envio de faturas, relatórios e todas as atividades dos fornecedores
O que é exigido dos usuários do OnitX, SimpleLegal e Unity?
Revise os materiais de ativação: Revise cuidadosamente todas as comunicações e recursos de ativação fornecidos, juntamente com os materiais deste Kit de Sucesso. Eles descreverão os principais prazos, expectativas e o que esperar durante a transição para o Counsel Exchange.
Comunique-se com sua equipe: informe suas equipes internas sobre a transição que está por vir para garantir o alinhamento e a preparação. A Onit cuidará de todas as comunicações com os fornecedores em seu nome, mas você também pode entrar em contato com seus fornecedores de forma proativa, se preferir.
Apoie a preparação dos fornecedores: A Onit se comunicará diretamente com os fornecedores em seu nome, mas sua atenção e reforço podem ajudar a garantir o engajamento. Incentive os fornecedores a revisar os materiais e concluir o treinamento antes da ativação.
Revisão do treinamento (opcional): Não é necessário nenhum treinamento para seus usuários internos, pois não há alterações no seu sistema ELM. No entanto, materiais de treinamento estão incluídos neste Kit de Sucesso caso sua equipe queira revisar ou se familiarizar com o Counsel Exchange.
Entre em contato em caso de dúvidas: Se tiver alguma dúvida ou precisar de suporte em qualquer momento durante a ativação, entre em contato com o Suporte, seu Gerente de Sucesso do Cliente ou seu Gerente de Contas.
Não é necessária nenhuma configuração técnica: Nenhuma ação técnica é necessária por parte de sua equipe. A ativação será gerenciada pela Onit, e os fornecedores serão orientados sobre o acesso e a integração. Você pode continuar com as atividades normais até o início da ativação.
O que é exigido dos fornecedores?
Revise as comunicações e o cronograma de ativação: revise atenciosamente todas as comunicações da Onit relacionadas ao Counsel Exchange. Elas descreverão datas importantes, expectativas e quando as mudanças ocorrerão, para que você possa se planejar adequadamente.
Conclua o treinamento e revise os materiais: Recomendamos enfaticamente que revise os materiais de treinamento e guias fornecidos antes da ativação. O Counsel Exchange foi concebido para ser intuitivo, mas familiarizar-se antecipadamente com o seu funcionamento ajudará a garantir uma transição harmoniosa.
Prepare-se para a transição: Esteja ciente das próximas datas de ativação e encerramento do BillingPoint e do CounselGO. Planeje começar a usar o Counsel Exchange a partir de 13 de julho e faça a transição completa de todas as atividades antes que os sistemas antigos sejam desativados.
Atualização das credenciais de login: Os fornecedores continuarão usando as mesmas credenciais de nome de usuário; no entanto, será necessário redefinir sua senha na primeira vez que fizer login no Counsel Exchange.
Fique atento às notificações no aplicativo: preste atenção aos banners e lembretes no BillingPoint e no CounselGO, pois eles reforçarão as datas importantes e fornecerão orientações úteis antes da ativação.
Entre em contato em caso de dúvidas: Se tiver alguma dúvida ou precisar de suporte, entre em contato com o Suporte da Onit usando os recursos fornecidos em suas comunicações.
Em qualquer página do Counsel Exchange, clique no botão azul “Get Help” (Obter ajuda) no canto inferior direito da tela, OU
Clique no círculo azul claro no canto superior direito — esse círculo conterá suas iniciais ou foto de perfil. Em seguida, clique em “Contact Support” (Contate o suporte). Isso abrirá a janela de chat “Get Help”.
Se o chatbot não conseguir responder a alguma das suas perguntas sobre como fazer algo, você pode facilmente usá-lo para enviar um ticket à equipe de suporte na mesma janela do chat.
Termos atualizados para fornecedores
O Counsel Exchange passará a operar sob Termos e Condições atualizados, que regerão o uso da nova plataforma
O uso continuado do Counsel Exchange após a ativação indica a aceitação desses termos atualizados
Será solicitado que você revise e aceite os Termos e Condições atualizados quando acessar o Counsel Exchange pela primeira vez
As atualizações nos Termos e Condições refletem a transição para o Counsel Exchange. As principais diferenças incluem:
Adição de uma nova Seção 2.1 que esclarece qual entidade da Onit emitirá a fatura caso você tenha migrado do CounselGO.
Adição de uma nova Seção 9 que permite à Onit utilizar e incorporar IA nos Serviços, bem como os termos relacionados a tal uso de IA.
Atualização da Seção 8.6 — um novo link para nossa Política de Privacidade atualizada.
Atualização da Seção 10.5 — a lei aplicável agora é a do Estado da Geórgia
Perguntas e respostas frequentes
Ainda poderei acessar o BillingPoint ou o CounselGO após a ativação? Sim. Haverá um período de acesso duplo de 5 semanas durante o qual você poderá usar tanto o seu sistema atual (BillingPoint ou CounselGO) quanto o Counsel Exchange. Após 17 de agosto, o Counsel Exchange se tornará o único portal para todas as atividades dos fornecedores.
Preciso criar um novo login ou minhas credenciais atuais funcionarão? Não é necessário criar um novo login. Você usará seu nome de usuário atual para acessar o Counsel Exchange; no entanto, será necessário redefinir sua senha na primeira vez que fizer login pelo novo URL do Counsel Exchange
Há algum período de inatividade previsto durante o período de ativação? Não. Não há nenhum período de inatividade planejado durante a ativação, e você poderá continuar seu trabalho sem interrupção.
O que acontece se eu não começar a usar o Counsel Exchange até a data de ativação? Após o término do período de transição, o acesso ao BillingPoint e ao CounselGO será desativado. Todas as atividades deverão ser realizadas no Counsel Exchange.
Preciso migrar meus dados ou faturas atuais? Não. Todos os seus dados — incluindo faturas, assuntos e arquivos — estarão automaticamente disponíveis no Counsel Exchange. Não é necessária nenhuma ação de sua parte.
Minhas faturas e relatórios históricos ainda estarão disponíveis no Counsel Exchange? Sim. Todos os dados históricos, incluindo faturas, assuntos e relatórios, estarão acessíveis no Counsel Exchange.
É necessário fazer um treinamento antes de começar a usar o Counsel Exchange? Não é necessário fazer um treinamento, mas é recomendado. Embora a experiência seja semelhante à do BillingPoint e do CounselGO, revisar os materiais fornecidos ajudará sua equipe a se familiarizar com a interface atualizada.
Com quem devo entrar em contato se tiver problemas durante a ativação? Você pode entrar em contato com o Suporte da Onit para quaisquer dúvidas, solução de problemas ou assistência durante o processo de ativação, seguindo as etapas descritas na seção “Como entrar em contato com o suporte” acima.
Houve alguma mudança na forma como as faturas são enviadas? O processo geral permanece o mesmo. Embora a interface tenha sido atualizada, o envio de faturas segue um fluxo de trabalho semelhante ao que você utiliza atualmente.
Haverá alguma mudança nas diretrizes de faturamento ou nos fluxos de trabalho de aprovação? Não. Suas diretrizes de faturamento e fluxos de trabalho de aprovação atuais permanecerão inalterados.
Os fornecedores podem continuar enviando faturas nos sistemas antigos durante o período de transição? Sim. Durante o período de acesso duplo de 5 semanas, você poderá enviar faturas tanto no BillingPoint/CounselGO quanto no Counsel Exchange. Após 17 de agosto, todos os envios deverão ser feitos pelo Counsel Exchange.
Como a Onit comunicará atualizações ou lembretes importantes durante a implementação? Você receberá comunicações regulares da Onit, incluindo atualizações semanais com datas importantes, lembretes e próximos passos ao longo do período de ativação.
Counsel Exchange è la prossima evoluzione dei servizi di fatturazione elettronica di Onit. Counsel Exchange integra CounselGO e BillingPoint con un aggiornamento reattivo dell’interfaccia utente e un’esperienza utente moderna, migliorando la velocità, l’accessibilità e la navigazione intuitiva, riducendo i tempi di formazione dei fornitori e potenziando l’adozione del nuovo sistema.
Quali sono le differenze tra Counsel Exchange e CounselGO / BillingPoint?
Counsel Exchange si basa sui flussi di lavoro affidabili che, già ora, clienti e fornitori utilizzano tramite CounselGO e BillingPoint.
I flussi di lavoro principali, quali ad esempio l’invio delle fatture, la gestione delle scadenze e delle tariffe, la collaborazione in termini di budget, la condivisione dei file e la visibilità dello stato, continuano all’interno di Counsel Exchange.
Ciò che cambia è l’esperienza intorno a tali flussi di lavoro.
Counsel Exchange introduce quanto segue:
Un’esperienza fornitore più chiara e moderna
Navigazione e guida più intuitive ai flussi di lavoro
Una migliore visibilità dello stato delle fatture e del feedback di convalida
Una maggiore collaborazione tra team legali e fornitori
Una piattaforma scalabile di base per l’innovazione futura e funzionalità basate sull’intelligenza artificiale.
Counsel Exchange è un sistema progettato per proteggere i flussi di lavoro critici migliorando al contempo usabilità, coerenza e scalabilità a lungo termine.
Cosa significa “Attivazione”?
L’attivazione di Counsel Exchange segna il passaggio a una collaborazione tra fornitori e a un’esperienza di fatturazione elettronica più moderne. Riunisce le funzionalità principali di BillingPoint e CounselGO in un’unica piattaforma con un’interfaccia più intuitiva, prestazioni migliorate e flussi di lavoro semplificati.
Non si tratta di una migrazione, bensì di una transizione guidata che consente ai fornitori di iniziare a utilizzare Counsel Exchange mentre i sistemi esistenti restano disponibili durante l’implementazione del nuovo sistema. Grazie a comunicazioni strutturate e alla formazione, insieme a una tempistica scaglionata, l’attivazione è progettata per ridurre al minimo le interruzioni delle attività e l’adozione dell’assistenza.
Cos’è il processo di attivazione?
18 maggio: i clienti di OnitX, SimpleLegal e Unity iniziano a ricevere comunicazioni, tempistiche e materiali di supporto riguardanti l’attivazione
1° giugno: i fornitori di BillingPoint e CounselGO iniziano a ricevere comunicazioni, tempistiche e materiali di formazione riguardanti l’attivazione
Nota: Onit contatterà i fornitori per conto dei clienti
15 giugno: iniziano ad apparire i banner in-app in BillingPoint e CounselGO per avvisare i fornitori della prossima attivazione e delle tempistiche
13 Luglio: Counsel Exchange viene attivato
I fornitori possono iniziare a utilizzare il nuovo sistema
I sistemi precedenti (BillingPoint e CounselGO) restano accessibili durante questo periodo transitorio
17 agosto: l’accesso a BillingPoint e CounselGO viene dismesso
Counsel Exchange diventa il punto d’accesso unico per l’invio delle fatture, la rendicontazione e tutte le attività dei fornitori
Cosa viene richiesto agli utenti di OnitX, SimpleLegal e Unity?
Consultare i materiali riguardanti l’attivazione: esaminare attentamente tutte le comunicazioni e le risorse di attivazione fornite, insieme ai materiali contenuti in questo kit per il successo dell’attivazione. Questi materiali definiranno le tempistiche principali, le aspettative e cosa fare in anticipo durante la transizione a Counsel Exchange.
Comunicare con i team: informare i team interni sulla prossima transizione, per garantire allineamento e disponibilità. Onit gestirà tutte le comunicazioni dei fornitori a nome tuo; tuttavia, se scegli di collegarti in modo proattivo con i tuoi fornitori, puoi farlo senza problemi.
Sostenere la disponibilità dei fornitori: Onit comunicherà direttamente con i fornitori a nome tuo, ma la tua consapevolezza e il tuo rinforzo possono contribuire a garantire un maggiore coinvolgimento.
Incoraggiare i fornitori a esaminare i materiali e a completare la formazione prima dell’attivazione.
Revisione della formazione (facoltativa): non è richiesta alcuna formazione per gli utenti interni, in quanto non vi sono modifiche al sistema ELM. Tuttavia, se il tuo team desidera esaminare o acquisire familiarità con Counsel Exchange, in questo kit sono inclusi i materiali per la formazione.
Contattare il servizio di assistenza per porre domande: in caso di domande o se servisse aiuto in qualsiasi momento durante l’attivazione, è possibile contattare il servizio di assistenza, il responsabile dei clienti o il responsabile degli account.
Nessuna configurazione tecnica richiesta: non è richiesta alcun intervento tecnico da parte del team. L’attivazione verrà gestita da Onit e i fornitori saranno guidati durante l’accesso e l’implementazione. Potrai continuare la normale attività fino all’inizio dell’attivazione.
Cosa viene richiesto ai fornitori?
Consultare le comunicazioni e la tempistica riguardanti l’attivazione: esaminare attentamente tutte le comunicazioni di Onit in merito a Counsel Exchange, che riguarderanno date principali, aspettative e tempistiche di attuazione, in modo da preparare una pianificazione appropriata.
Completare la formazione e consultare i materiali: si consiglia vivamente di esaminare le guide e i materiali di formazione forniti prima dell’attivazione. Counsel Exchange è progettato per essere intuitivo, ma acquisire familiarità in anticipo contribuirà a garantire una transizione senza problemi.
Prepararsi alla transizione: i fornitori devono essere consapevoli delle date di attivazione di Counsel Exchange e di dismissione per BillingPoint e CounselGO.
Pianificare l’uso di Counsel Exchange a partire dal 13 luglio e la transizione completa di tutte le attività prima della dismissione dei sistemi precedenti.
Aggiornamento delle credenziali di accesso: i fornitori continueranno a utilizzare le stesse credenziali collegate al nome utente; tuttavia, sarà necessario reimpostare la password al primo accesso a Counsel Exchange.
Prestare attenzione alle notifiche in-app: i fornitori dovranno prestare attenzione ai banner e ai promemoria in-app all’interno di BillingPoint e CounselGO, in quanto segnaleranno le date chiave e forniranno suggerimenti utili prima dell’attivazione.
Contattare il servizio di assistenza per porre domande: in caso di domande o se servisse aiuto, i fornitori devono contattare Onit utilizzando le risorse fornite nelle comunicazioni.
Da qualsiasi pagina all’interno di Counsel Exchange, fai clic sul pulsante blu “Get Help” (Aiuto) nell’angolo inferiore destro dello schermo, OPPURE
Fai clic sul cerchio azzurro nell’angolo superiore destro. Il cerchio conterrà le tue iniziali o l’immagine del tuo profilo. A quel punto, fai clic su “Contact Support” (Contatta assistenza). Verrà aperta la finestra di chat “Get Help” (Aiuto).
Se il chatbot non è in grado di rispondere a nessuna delle tue domande sulle procedure da seguire, puoi facilmente utilizzarlo per sottoporre il caso al team di assistenza nella stessa finestra della chat.
Termini & Condizioni aggiornati per i fornitori
Counsel Exchange funzionerà in base a Termini & Condizioni aggiornati, che disciplineranno l’uso della nuova piattaforma
L’uso continuato di Counsel Exchange dopo l’attivazione indica l’accettazione di tali termini aggiornati
Ti verrà chiesto di esaminare e accettare i Termini & Condizioni aggiornati la prima volta che accedi a Counsel Exchange
Gli aggiornamenti ai Termini & Condizioni rispecchiano la transizione a Counsel Exchange. Le differenze principali includono:
Aggiunta di una nuova Sezione 2.1 che chiarisce quale entità di Onit fatturerà in caso di migrazione da CounselGO.
Aggiunta di una nuova Sezione 9 che consente a Onit di eseguire e incorporare l’Intelligenza Artificiale nei Servizi e nei termini relativi a tale uso dell’IA.
Aggiornamento alla Sezione 8.6 — un nuovo link alla nostra Informativa sulla privacy aggiornata.
Aggiornamento alla Sezione 10.5 — la legislazione vigente diventa quella dello Stato della Georgia
Domande e risposte comuni
Sarò ancora in grado di accedere a BillingPoint o CounselGO dopo l’attivazione? Sì. Ci sarà un periodo di doppio accesso, lungo 5 settimane, in cui potrai utilizzare sia il sistema attuale (BillingPoint o CounselGO) che Counsel Exchange. Dopo il 17 agosto, Counsel Exchange diventerà il portale unico per tutte le attività dei fornitori.
È necessario creare un nuovo login oppure funzioneranno le credenziali esistenti? Non è richiesto alcun nuovo login. Utilizzerai il tuo nome utente esistente per accedere a Counsel Exchange; tuttavia, ti verrà richiesto di reimpostare la password la prima volta che accedi tramite il nuovo URL di Counsel Exchange.
È previsto un tempo d’inattività durante il periodo di attivazione? No. Durante l’attivazione non è pianificato alcun tempo d’inattività e potrai continuare a lavorare senza interruzioni.
Cosa succede se non inizio a utilizzare Counsel Exchange entro la data d’attivazione? Al termine del periodo transitorio, l’accesso a BillingPoint e CounselGO verrà disattivato. Tutte le attività dovranno svolgersi in Counsel Exchange.
Devo eseguire la migrazione di dati o fatture esistenti? No. Tutti i tuoi dati – compresi file, fatture e problematiche – saranno automaticamente disponibili in Counsel Exchange. Non è richiesto alcun intervento da parte tua.
Le mie fatture e i miei rapporti storici saranno ancora disponibili in Counsel Exchange? Sì. Tutti i dati storici – compresi rapporti, fatture e problematiche – saranno accessibili in Counsel Exchange.
È richiesta una formazione prima di iniziare a utilizzare Counsel Exchange? La formazione non è obbligatoria, ma è consigliata. Anche se l’esperienza è simile a quella di BillingPoint e CounselGO, la consultazione dei materiali forniti aiuterà il tuo team ad acquisire familiarità con l’interfaccia aggiornata.
Chi devo contattare se riscontro problemi durante l’attivazione? Puoi contattare il servizio di assistenza di Onit per qualsiasi domanda, risoluzione di problemi o richiesta di assistenza durante il processo di attivazione, utilizzando le procedure descritte nella sezione “Per contattare il servizio di assistenza” nel presente documento.
Sono state apportate modifiche alle modalità d’invio delle fatture? Il processo complessivo resta lo stesso. Anche se l’interfaccia è stata aggiornata, l’invio delle fatture segue un flusso di lavoro simile a quello utilizzato attualmente.
Verranno apportate modifiche alle linee guida di fatturazione o ai flussi di lavoro di approvazione? No. Le linee guida di fatturazione e i flussi di lavoro di approvazione esistenti resteranno invariati.
Counsel Exchange ist die nächste Evolutionsstufe der E-Billing-Dienste von Onit. Counsel Exchange vereint CounselGO und BillingPoint mit einer responsiven, überarbeiteten Benutzeroberfläche und einer modernen Benutzererfahrung. Dadurch werden Geschwindigkeit, Zugänglichkeit und intuitive Navigation verbessert, die Schulungszeit für Anbieter verkürzt und die Akzeptanz erhöht.
Wie unterscheidet sich Counsel Exchange von CounselGO und BillingPoint?
Counsel Exchange baut auf den bewährten Arbeitsabläufen auf, auf die Kunden und Anbieter bereits heute über CounselGO und BillingPoint vertrauen.
Kernworkflows wie Rechnungsübermittlung, Zeiterfassung und Tarifverwaltung, Budgetzusammenarbeit, Dateifreigabe und Statusübersicht werden in Counsel Exchange fortgeführt.
Was sich ändert, ist die Benutzererfahrung rund um diese Workflows.
Counsel Exchange bietet:
Eine übersichtlichere, modernere Benutzererfahrung für Anbieter
Eine intuitivere Navigation und Workflow-Führung
Bessere Transparenz hinsichtlich Rechnungsstatus und Validierungsfeedback
Verbesserte Zusammenarbeit zwischen Rechtsabteilungen und Anbieter
Eine skalierbare Plattformgrundlage für zukünftige Innovationen und KI-gestützte Funktionen
Counsel Exchange wurde entwickelt, um kritische Arbeitsabläufe zu erhalten und gleichzeitig die Benutzerfreundlichkeit, Konsistenz und langfristige Skalierbarkeit zu verbessern.
Was ist „Aktivierung“?
Die Aktivierung von Counsel Exchange markiert den Übergang zu einer modernisierten Zusammenarbeit mit Anbietern und einer optimierten E-Billing-Erfahrung. Sie vereint die Kernfunktionen von BillingPoint und CounselGO auf einer einzigen Plattform mit einer intuitiveren Benutzeroberfläche, verbesserter Leistung und optimierten Arbeitsabläufen.
Es handelt sich hierbei nicht um eine Migration, sondern um einen begleiteten Übergang, der es Anbietern ermöglicht, Counsel Exchange zu nutzen, während bestehende Systeme während der Einführung weiterhin verfügbar bleiben. Durch eine strukturierte Kommunikation, Schulungen und einen stufenweisen Zeitplan wird die Aktivierung so gestaltet, dass Störungen minimiert und die Akzeptanz gefördert werden.
Wie läuft der Aktivierungsprozess ab?
18. Mai: Kunden von OnitX, SimpleLegal und Unity erhalten erste Informationen zur Aktivierung, Zeitpläne und Begleitmaterialien
1. Juni: Anbieter von BillingPoint und CounselGO erhalten erste Informationen zur Aktivierung, Zeitpläne und Schulungsmaterialien
Hinweis: Onit wird die Anbieter im Namen der Kunden kontaktieren
15. Juni: In BillingPoint und CounselGO erscheinen In-App-Banner, um Anbieter über die bevorstehende Aktivierung und den Zeitplan zu informieren
13. Juli: Counsel Exchange wird aktiviert
Anbieter können das neue System nutzen
Die bisherigen Systeme (BillingPoint und CounselGO) bleiben während dieser Übergangsphase weiterhin zugänglich
17. August: Der Zugriff auf BillingPoint und CounselGO wird eingestellt
Counsel Exchange wird zur zentralen Anlaufstelle für die Rechnungsübermittlung, die Berichterstellung und alle Aktivitäten der Anbieter
Was wird von OnitX-, SimpleLegal- und Unity-Nutzern erwartet?
Aktivierungsunterlagen prüfen: Lesen Sie alle bereitgestellten Aktivierungsmitteilungen und -ressourcen sowie die Unterlagen in diesem Success Kit sorgfältig durch. Darin werden wichtige Zeitpläne, Erwartungen und zu erwartende Abläufe während der Umstellung auf Counsel Exchange beschrieben.
Kommunizieren Sie mit Ihrem Team: Informieren Sie Ihre internen Teams über den bevorstehenden Übergang, um eine einheitliche Vorgehensweise und Bereitschaft sicherzustellen. Onit übernimmt die gesamte Kommunikation mit den Anbietern in Ihrem Namen; sollten Sie jedoch proaktiv mit Ihren Anbietern in Kontakt treten wollen, können Sie dies gerne tun.
Unterstützen Sie die Vorbereitung der Anbieter: Onit wird in Ihrem Namen direkt mit den Anbietern kommunizieren, aber Ihre Aufmerksamkeit und Ihre Unterstützung können dazu beitragen, das Engagement sicherzustellen. Ermutigen Sie die Anbieter, die Materialien durchzugehen und die Schulung vor der Aktivierung abzuschließen.
Schulungsübersicht (optional): Für Ihre internen Nutzer ist keine Schulung erforderlich, da sich an Ihrem ELM-System nichts ändert. Dieses Success Kit enthält jedoch Schulungsmaterialien, falls Ihr Team sich mit Counsel Exchange vertraut machen möchte.
Bei Fragen wenden Sie sich bitte an uns: Sollten Sie während der Aktivierung Fragen haben oder Unterstützung benötigen, wenden Sie sich bitte an den Support, Ihren Customer Success Manager oder Ihren Account Manager.
Keine technische Einrichtung erforderlich: Von Ihrem Team sind keine technischen Maßnahmen erforderlich. Die Aktivierung wird von Onit verwaltet, und die Anbieter werden durch den Zugriff und die Einarbeitung geführt. Sie können Ihren Geschäftsbetrieb wie gewohnt fortsetzen, bis die Aktivierung beginnt.
Was wird von den Anbietern erwartet?
Aktivierungsmitteilungen und Zeitplan prüfen: Lesen Sie alle Mitteilungen von Onit zu Counsel Exchange sorgfältig durch. Darin werden wichtige Termine, Erwartungen und der Zeitpunkt von Änderungen dargelegt, damit Sie entsprechend planen können.
Schulungs- und Informationsmaterialien durcharbeiten: Wir empfehlen dringend, die bereitgestellten Schulungsmaterialien und Anleitungen vor der Aktivierung durchzugehen. Counsel Exchange ist intuitiv gestaltet, aber wenn Sie sich im Voraus damit vertraut machen, trägt dies zu einem reibungslosen Übergang bei.
Bereiten Sie sich auf den Übergang vor: Beachten Sie die bevorstehenden Aktivierungs- und Stichtage für BillingPoint und CounselGO. Planen Sie, Counsel Exchange ab dem 13. Juli zu nutzen und alle Aktivitäten vollständig umzustellen, bevor die Altsysteme eingestellt werden.
Aktualisierung der Anmeldedaten: Anbieter verwenden weiterhin dieselben Benutzernamen; Sie müssen jedoch Ihr Passwort zurücksetzen, wenn Sie sich zum ersten Mal bei Counsel Exchange anmelden.
Achten Sie auf Benachrichtigungen in der App: Achten Sie auf Banner und Erinnerungen in BillingPoint und CounselGO, da diese wichtige Termine hervorheben und hilfreiche Hinweise im Vorfeld der Aktivierung geben.
Bei Fragen wenden Sie sich bitte an uns: Wenn Sie Fragen haben oder Unterstützung benötigen, kontaktieren Sie den Onit-Support über die in Ihren Mitteilungen angegebenen Kontaktmöglichkeiten.
Klicken Sie auf einer beliebigen Seite innerhalb von Counsel Exchange auf die blaue Schaltfläche „Hilfe“ in der unteren rechten Ecke Ihres Bildschirms ODER
Klicken Sie auf den hellblauen Kreis in der oberen rechten Ecke – dieser Kreis enthält Ihre Initialen oder Ihr Profilbild. Klicken Sie anschließend auf „Support kontaktieren“. Dadurch wird das Chat-Fenster „Hilfe erhalten“ geöffnet.
Falls der Chatbot Ihre Fragen zur Bedienung nicht beantworten kann, können Sie über den Chatbot ganz einfach im selben Fenster wie der Chat eine Anfrage an das Support-Team senden.
Aktualisierte Bedingungen für Anbieter
Counsel Exchange wird nach aktualisierten Allgemeinen Geschäftsbedingungen betrieben, die Ihre Nutzung der neuen Plattform regeln
Die fortgesetzte Nutzung von Counsel Exchange nach der Aktivierung gilt als Zustimmung zu diesen aktualisierten Bedingungen
Sie werden beim ersten Zugriff auf Counsel Exchange aufgefordert, die aktualisierten Allgemeinen Geschäftsbedingungen zu lesen und zu akzeptieren
Die Aktualisierungen der Allgemeinen Geschäftsbedingungen spiegeln den Übergang zu Counsel Exchange wider. Zu den wichtigsten Änderungen gehören:
Hinzufügung eines neuen Abschnitts 2.1, der klarstellt, welche Onit-Einheit die Rechnungsübermittlung übernimmt, wenn Sie von CounselGO migriert sind.
Hinzufügung eines neuen Abschnitts 9, der Onit die Nutzung und Einbettung von KI in die Dienste sowie die Bedingungen für eine solche Nutzung von KI gestattet.
Aktualisierung von Abschnitt 8.6 – ein neuer Link zu unserer aktualisierten Datenschutzerklärung.
Aktualisierung von Abschnitt 10.5 – das anwendbare Recht ist nun das Recht des Bundesstaates Georgia
Häufige Fragen und Antworten
Werde ich nach der Aktivierung weiterhin auf BillingPoint oder CounselGO zugreifen können? Ja. Es gibt eine fünfwöchige Übergangsphase, in der Sie sowohl Ihr aktuelles System (BillingPoint oder CounselGO) als auch Counsel Exchange nutzen können. Nach dem 17. August wird Counsel Exchange das einzige Portal für alle Anbieteraktivitäten sein.
Muss ich ein neues Login erstellen oder funktionieren meine bestehenden Zugangsdaten? Es ist kein neues Login erforderlich. Sie verwenden Ihren bestehenden Benutzernamen für den Zugriff auf Counsel Exchange; Sie müssen jedoch Ihr Passwort zurücksetzen, wenn Sie sich zum ersten Mal über die neue URL von Counsel Exchange anmelden
Sind während der Aktivierungsphase Ausfallzeiten zu erwarten? Nein. Während der Aktivierung sind keine Ausfallzeiten geplant, und Sie können Ihre Arbeit ohne Unterbrechung fortsetzen.
Was passiert, wenn ich Counsel Exchange bis zum Aktivierungsdatum nicht nutze? Nach Ablauf der Übergangsphase wird der Zugriff auf BillingPoint und CounselGO deaktiviert. Alle Aktivitäten müssen dann über Counsel Exchange abgewickelt werden.
Muss ich meine bestehenden Daten oder Rechnungen migrieren? Nein. Alle Ihre Daten – einschließlich Rechnungen, Sachverhalte und Dateien – werden automatisch in Counsel Exchange verfügbar sein. Ihrerseits sind keine Maßnahmen erforderlich.
Werden meine historischen Rechnungen und Berichte weiterhin in Counsel Exchange verfügbar sein? Ja. Alle historischen Daten, einschließlich Rechnungen, Sachverhalte und Berichte, sind in Counsel Exchange zugänglich.
Ist eine Schulung erforderlich, bevor ich Counsel Exchange nutzen kann? Eine Schulung ist nicht erforderlich, wird aber empfohlen. Die Bedienung ähnelt zwar der von BillingPoint und CounselGO, doch die Durchsicht der bereitgestellten Materialien hilft Ihrem Team, sich mit der aktualisierten Benutzeroberfläche vertraut zu machen.
An wen kann ich mich wenden, wenn bei der Aktivierung Probleme auftreten? Bei Fragen, zur Fehlerbehebung oder für Unterstützung während des Aktivierungsprozesses können Sie sich an den Onit-Support wenden. Befolgen Sie dazu die Schritte im Abschnitt „Kontakt zum Support“ oben.
Gibt es Änderungen bei der Rechnungsübermittlung? Der Gesamtprozess bleibt unverändert. Die Benutzeroberfläche wurde zwar aktualisiert, die Rechnungsübermittlung folgt jedoch einem ähnlichen Ablauf wie bisher.
Gibt es Änderungen an den Abrechnungsrichtlinien oder Genehmigungsabläufen? Nein. Ihre bestehenden Abrechnungsrichtlinien und Genehmigungsabläufe bleiben unverändert.
Können Anbieter während der Übergangsphase weiterhin Rechnungen in den Altsystemen einreichen? Ja. Während der fünfwöchigen Phase mit doppeltem Zugriff können Sie Rechnungen entweder in BillingPoint/CounselGO oder in Counsel Exchange einreichen. Nach dem 17. August müssen alle Einreichungen über Counsel Exchange erfolgen.
Wie wird Onit während der Einführung über Aktualisierungen oder wichtige Erinnerungen informieren? Sie können während des gesamten Aktivierungszeitraums mit regelmäßigen Mitteilungen von Onit rechnen, darunter wöchentliche Updates mit wichtigen Terminen, Erinnerungen und nächsten Schritten.
Counsel Exchange is the next evolution of Onit’s ebilling services. Counsel Exchange brings CounselGO and BillingPoint together with a responsive UI refresh and modern UX, improving speed, accessibility, and intuitive navigation, reducing vendor training time, and increasing adoption.
How Does Counsel Exchange Differ from CounselGO and BillingPoint?
Counsel Exchange builds on the trusted workflows customers and vendors already rely on today through CounselGO and BillingPoint.
Core workflows such as invoice submission, timekeeper and rate management, budget collaboration, file sharing, and status visibility continue within Counsel Exchange.
What changes is the experience surrounding those workflows.
Counsel Exchange introduces:
A cleaner, more modern vendor experience
More intuitive navigation and workflow guidance
Better visibility into invoice status and validation feedback
Enhanced collaboration between legal teams and vendors
A scalable platform foundation for future innovation and AI-enabled capabilities
Counsel Exchange is designed to preserve critical workflows while improving usability, consistency, and long-term scalability.
What is “Activation?”
Activation for Counsel Exchange marks the transition to a modernized vendor collaboration and e-billing experience. It brings together the core capabilities of BillingPoint and CounselGO into a single platform with a more intuitive interface, improved performance, and streamlined workflows.
This is not a migration, but a guided transition that allows vendors to begin using Counsel Exchange while existing systems remain available during rollout. With structured communications, training, and a phased timeline, activation is designed to minimize disruption and support adoption.
What is the activation process?
May 18: OnitX, SimpleLegal, and Unity customers begin receiving activation communications, timelines, and supporting materials
June 1: BillingPoint and CounselGO vendors begin receiving activation communications, timelines, and training materials
Note: Onit will contact vendors on behalf of customers
June 15: In-app banners appear in BillingPoint and CounselGO to notify vendors of the upcoming activation and timeline
July 13: Counsel Exchange is activated
Vendors can begin using the new system
Legacy systems (BillingPoint and CounselGO) remain accessible during this transition period
August 17: BillingPoint and CounselGO access is terminated
Counsel Exchange becomes the single access point for invoice submission, reporting, and all vendor activities
What is required of OnitX, SimpleLegal, and Unity users?
Review Activation Materials: Carefully review all Activation communications and resources provided, along with the materials in this Success Kit. These will outline key timelines, expectations, and what to anticipate during the transition to Counsel Exchange.
Communicate with Your Team: Notify your internal teams about the upcoming transition to ensure alignment and readiness. Onit will handle all vendor communications on your behalf; however, if you choose to proactively connect with your vendors, you are welcome to do so.
Support Vendor Readiness: Onit will communicate directly with vendors on your behalf, but your awareness and reinforcement can help ensure engagement. Encourage vendors to review materials and complete training ahead of activation.
Training Review (Optional): No training is required for your internal users, as there are no changes to your ELM system. However, training materials are included in this Success Kit if your team would like to review or familiarize themselves with Counsel Exchange.
Reach Out with Questions: If you have any questions or need support at any point during Activation, please contact Support, your Customer Success Manager, or your Account Manager.
No Technical Setup Required: No technical action is required from your team. Activation will be managed by Onit, and vendors will be guided through access and onboarding. You can continue business as usual until Activation begins.
What is required of vendors?
Review Activation Communications and Timeline: Carefully review all communications from Onit regarding Counsel Exchange. These will outline key dates, expectations, and when changes will occur so you can plan accordingly.
Complete Training and Review Materials: We strongly recommend reviewing the provided training materials and guides ahead of activation. Counsel Exchange is designed to be intuitive, but familiarizing yourself in advance will help ensure a smooth transition.
Prepare for the Transition: Be aware of the upcoming activation and cutoff dates for BillingPoint and CounselGO. Plan to begin using Counsel Exchange starting July 13 and fully transition all activities before legacy systems are retired.
Login Credential Update: Vendors will continue using the same username credentials; however, you will be required to reset your password the first time you log into Counsel Exchange.
Watch for In-App Notifications: Pay attention to in-app banners and reminders within BillingPoint and CounselGO, as these will reinforce key dates and provide helpful prompts leading up to activation.
Reach Out with Questions: If you have any questions or need support, contact Onit Support using the resources provided in your communications.
When Counsel Exchange users log in, they’ll be guided through the new experience with an in-app walkthrough designed to help them get comfortable with the updated system. The walkthrough highlights the new layout, where to find key features and settings, and how to navigate common workflows so users can quickly find the tools and information they need.
Product Guides
We’re continuing to expand this library with more walkthroughs and best practices.
From any page within Counsel Exchange, click the blue “Get Help” button in the lower right hand corner of your screen, OR
Click the light blue circle in the upper right hand corner – this circle will contain your initials or profile picture. Then, click “Contact Support.” This will open the “Get Help” chat window.
If the chatbot is unable to answer any of your how-to questions, you can easily use the chatbot to submit a case to the support team in the same window as the chat.
Onit Support Assistant: Counsel Exchange also includes the Onit Support Assistant, an AI-powered chat tool that answers basic “how-to” questions about the platform in multiple languages. The assistant is intended for product guidance only and does not access client data or support custom data queries. Read more about Onit’s Support Assistant here.
Updated Terms for Vendors
Counsel Exchange will operate under updated Terms & Conditions, which will govern your use of the new platform
Continued use of Counsel Exchange after activation indicates acceptance of these updated terms
You will be prompted to review and accept the updated Terms & Conditions the first time you access Counsel Exchange
Updates to the Terms & Conditions reflect the transition to Counsel Exchange. Key differences include:
Addition of a new Section 2.1 which clarifies which Onit entity will be invoicing if you migrated over from CounselGO.
Addition of a new Section 9 which allows Onit to use to perform and embed AI in the Services and the terms related to such use of AI.
Update to Section 8.6 — a new link to our updated Privacy Policy.
Update to Section 10.5 — governing law is now the State of Georgia
Please note: these updated Terms & Conditions apply only to vendors and users accessing Counsel Exchange. There are no changes to the Terms & Conditions governing client use of OnitX, SimpleLegal, and/or Unity.
Common Questions and Answers
Will I still be able to access BillingPoint or CounselGO after activation? Yes. There will be a 5-week dual access period where you can use both your current system (BillingPoint or CounselGO) and Counsel Exchange. After August 17, Counsel Exchange will become the single portal for all vendor activity.
Do I need to create a new login or will my existing credentials work? No new login is required. You will use your existing username to access Counsel Exchange; however, you will be required to reset your password the first time you log in via the new Counsel Exchange URL
Is there any downtime expected during the activation period? No. There is no planned downtime during activation, and you can continue your work without interruption.
What happens if I don’t start using Counsel Exchange by the activation date? After the transition period ends, access to BillingPoint and CounselGO will be turned off. All activity will need to take place in Counsel Exchange.
Do I need to migrate any of my existing data or invoices? No. All of your data—including invoices, matters, and files—will automatically be available in Counsel Exchange. No action is required on your part.
Will my historical invoices and reports still be available in Counsel Exchange? Yes. All historical data, including invoices, matters, and reports, will be accessible in Counsel Exchange.
Is training required before I start using Counsel Exchange? Training is not required, but it is recommended. While the experience is similar to BillingPoint and CounselGO, reviewing the provided materials will help your team get comfortable with the updated interface.
Who should I contact if I run into issues during activation? You can reach out to Onit Support for any questions, troubleshooting, or assistance during the activation process using the steps outlined in the Contacting Support section above.
Are there any changes to how invoices are submitted? The overall process remains the same. While the interface has been updated, invoice submission follows a similar workflow to what you use today.
Will there be any changes to billing guidelines or approval workflows? No. Your existing billing guidelines and approval workflows will remain unchanged.
Can vendors continue submitting invoices in the legacy systems during the transition period? Yes. During the 5-week dual access period, you can submit invoices in either BillingPoint/CounselGO or Counsel Exchange. After August 17, all submissions must be made through Counsel Exchange.
How will Onit communicate updates or important reminders during the rollout? You can expect regular communications from Onit, including weekly updates with important dates, reminders, and next steps throughout the activation period.
Change management is the process of preparing your legal and surrounding teams for the addition of Unity into your company’s process. It is a critical step in ensuring the proper onboarding of the software and building long-term acceptance of the new system.
Why is Change Management Important?
Successful adoption of a new tool or process sets the stage for how your organization will co-exist with Unity. Change management prepares your team for the “why” and “what” of implementation: why are you bringing on Unity and what problems are you solving by the addition of Unity? If your team understands these two items, the implementation becomes a goal for the entire organization to work towards.
What is Unity?
This may be the first time your team members are hearing about Unity. Below is a product overview that provides insights into the tool and its uses to get your team up to speed.
How to Prepare Your Team
The following items will prepare your teams for onboarding Unity. Keep in mind, each team is unique and these items may need to be adjusted or customized for your needs and style. Your implementation manager will discuss each item below in detail prior to going live.
Communications
Communication is Key! Provide expected delivery dates, system expectations, and training opportunities early and often. If necessary, Unity has communication templates available to assist with starting these conversations. View the Unity Implementation Communications Library and view the “Internal – Team Communications” templates. During implementation, your team will also have discussions about notifying your vendors of the transition and templates will be provided.
Provide Assurance: Do you have team members who need extra assistance or are hesitant of a SaaS solution? Provide a list of resources for asking questions during implementation and opportunities to showcase the tool in action. Early exposure lessens the uncertainty of your team members.
Plan for Change: Your Unity system will change. As your team grows and evolves, your SimpleLegal system will as well. Providing assurances to your team that Unity does not need to function as it does at go-live, nor should it, they can provide insight, feedback, and suggestions as they use the tool. More importantly, allow Unity to mature alongside your needs.
System Training
To unlock the full potential of Unity, join our regular training sessions and explore our library of training videos and feature success kits. These resources are designed to help you quickly grasp the platform’s capabilities, giving you a competitive advantage in managing your legal operations. Dive into our Learning Library to browse through our various training options today! Browse through our learning library.
Create/upload vendor contacts in Unity and give them CounselGO Admin role (Recommended two weeks before go live so that vendors can submit timekeepers, review their open matters, and add additional CounselGO users)
Turn on system invoicing and agreed upon day/time (to be determined with client during a weekly call)
Stabilization period – Review the first few invoices together, discuss invoice/line-item flags, and confirm AP receipt of approved invoices.
Common Questions and Answers
Can you provide insights into the vendor portal, CounselGO? CounselGO is a portal for submitting invoices to clients who are using Unity to manage their e-billing and legal matters. CounselGO also helps track matters referred by clients and the timekeepers who work billable hours on those matters. Using CounselGO allows vendor law firms to deliver invoices to clients in a manner that makes tracking, review, and processing efficient. It’s very likely that your vendors are already using CounselGO with other Unity clients so this should be a somewhat seamless process for them. If they have not used CounselGO in the past, the vendor communications will provide insights, training, and next steps to get them prepared.
What to expect with user adoption and training? Communications and training options will be provided during implementation as part of the change management of Unity. Keep in mind, each team onboards differently so your team may mix and match onboarding options.
How to keep projects on track? It is highly recommended to hold weekly Internal meetings with Legal, AP, Finance, IT etc. so that we can make the most productive use of our Unity weekly meetings.
Implementation Tips and Tricks
Tell your team why you’ve decided to add Unity to your legal team! What problems are you trying to solve and what are you excited or eager to implement with this new system? Your excitement will help your team get on board.
Provide updates and your progress. Your team will be more responsive to onboarding a new system if they understand the work that is happening to assist them in the future. Updates and progress reports, even milestones you have accomplished, will build excitement for the coming launch.
Give your team ample time to learn about the tool and opportunities to ask questions (e.g. training, documentation) and provide feedback to your implementation team with scheduled Q&A sessions or an inbox to send suggestions.
Take some time to review your existing data (e.g. matters, vendors, etc) to see what data is working and, more importantly, what is no longer working for your team. Does all data need to be brought over? Should anything be cleaned up or organized in a more meaningful way?
Post Go-Live Resources
Once your system is live, the following resources are available to your team:
Communication is key during implementation! To best support your team and vendors during implementation, we offer a set of templated communications based on your implementation inclusions. These templates are available for you to utilize and edit as required by your team to encapsulate your voice and communication needs.
How to Use the Templates
Locate the necessary template(s) to send to your internal team(s) or vendors
Copy and paste the email template into your preferred email system
Populate any fields highlighted in yellow and add or adjust the emails with any necessary details (e.g. holiday greeting, meeting reminder)
Using your preferred email system, send the email to the recipients listed in the “To” field Note: If you are sending an email to a large number of recipients, we recommend sending the email to yourself and then Bcc’ing all recipients to hide their addresses
Internal – Team Communications
These communications are intended to be sent to your internal legal team(s) to communicate the upcoming Unity implementation and planned go-live date.
Unity Onboarding, New ELM System
Purpose: Notify your legal team members of upcoming Unity implementation of a new ELM system When to Send: At the start of implementation, ideally at least 1 month prior to the go-live date
To: Client legal team members From: Client implementation lead or project sponsor Suggested Subject: [COMPANY] New Legal Operations Process
Email Body:
[COMPANY] is implementing a new legal operations software, Unity. This platform will assist [COMPANY] in streamline our legal billing/invoicing and matter management processes. [add any other reasoning, communications to internal team for adding Unity].
Unity will give us more control of our processes and increased visibility into matters and spend. With this new platform:
Matters created in Unity can be assigned to Vendors for billing.
Vendors / law firms can submit invoices (digital LEDES and PDFs) through the Unity vendor portal, CounselGO.
[COMPANY]’s approval process and rules are applied to the invoice in Unity allowing [COMPANY] members to approve within the application.
Approved invoices will get processed directly to accounts payable.
Report on legal matter and spend data from the same application.
Unity is slated to go live in [month of designated go-live date]. Prior to go live we will be coordinating training for the new system as well as cutover dates/process for final invoice submission into the old system. If you’d like to begin training in advance, please sign up for Unity’s Customer Webinars to learn more. In addition to live training; recorded training sessions and a variety of help tools, including frequently asked questions documentation, and customer support will also be available.
Finally, vendors will be notified separately of the upcoming changes and expectations with the new invoicing process.
If you have any questions about the new process, please reach out to [client implementation lead or project sponsor].
Unity Onboarding, Migrating ELM Systems
Purpose: Notify your legal team members of upcoming Unity implementation of migrating from an existing ELM system to Unity When to Send: At the start of implementation, ideally at least 1 month prior to the go-live date
To: Client legal team members From: Client implementation lead or project sponsor Suggested Subject: [COMPANY] New Legal Operations Process
Email Body:
[COMPANY] is implementing a new legal operations software, Unity. This platform will assist [COMPANY] in streamline our legal billing/invoicing and matter management processes. [add any other reasoning, communications to internal team for adding Unity].
We understand that change can be scary, but we are excited for this upgrade to our team! After deliberation, we have decided to make this move due to [insert purpose for the migration (e.g. streamlining services, vendor ease, additional spend insights, etc)]
Unity will give us more control of our processes and increased visibility into matters and spend. With this new platform:
Matters created in Unity can be assigned to Vendors for billing.
Vendors / law firms can submit invoices (digital LEDES and PDFs) through the Unity vendor portal, CounselGO.
[COMPANY]’s approval process and rules are applied to the invoice in Unity allowing [COMPANY] members to approve within the application.
Approved invoices will get processed directly to accounts payable.
Report on legal matter and spend data from the same application.
Unity is slated to go live in [month of designated go-live date]. Prior to go live we will be coordinating training for the new system as well as cutover dates/process for final invoice submission into the old system. If you’d like to begin training in advance, please sign up for Unity’s Customer Webinars to learn more. In addition to live training; recorded training sessions and a variety of help tools, including frequently asked questions documentation, and customer support will also be available.
Finally, vendors will be notified separately of the upcoming changes and expectations with the new invoicing process.
If you have any questions about the new process, please reach out to [client implementation lead or project sponsor].
Unity Training
Purpose: Instruct Legal Team members on signing up for Unity training When to Send: At the start of implementation, ideally at least 1 month prior to the go-live date
To: Internal Legal team members who will be attending training From: Internal Unity Implementation Lead Suggested Subject: REQUIRED – Unity Training Sign-up
Email Body:
[COMPANY] is now using eBilling provider Unity to make it easier to manage and pay your legal bills. To ensure our team is ready for our Unity go-live of [GO-LIVE DATE], we are asking that everyone sign-up for and attend the following trainings:
Administrative Training: Admin Training will cover all things you need to know when working in Unity. We’ll show you how to use the Unity Dashboard, go over Administrative functions such as User Management and Invoice Review Rules, and walk you through Matter Management and Vendor Management.
Required Attendees: [INSERT TEAM MEMBERS REQUIRED FOR TRAINING]
Suggested Training Session: [INSERT SUGGESTED TRAINING TIME]
Training Due Date: [INSERT DATE TRAINING TO BE COMPLETED BY]
Invoice Review Training: Invoice Review Training we’ll take you through the life of a Unity invoice and show you important dashboards and reports you should utilize. In addition, we’ll walk you through approving, rejecting, and adjusting an invoice.
Required Attendees: [INSERT TEAM MEMBERS REQUIRED FOR TRAINING]
Suggested Training Session: [INSERT SUGGESTED TRAINING TIME]
Training Due Date: [INSERT DATE TRAINING TO BE COMPLETED BY]
How to Sign-up: Under “Register for Webinars” enter your name and select your preferred session. If you are not able to attend your session (or any sessions provided) please sign up to receive a recording of the session once completed.
External – Vendor Communications
These communications are intended to be sent to your primary vendor contacts to communicate the upcoming CounselGO go-live date.
Initial CounselGO Onboarding Notice
Purpose: Notify your vendors of upcoming CounselGO roll out When to Send: At the start of implementation, recommended 2-4 weeks prior to the “CounselGO Onboarding” email template
To: Law Firm Billing Contacts or Relationship Contacts From: Company Relationship Contact Suggested Subject: [COMPANY] Updated Invoicing Process
Email Body:
[COMPANY] is implementing a new legal operations software, Unity. This platform will help [COMPANY] streamline our legal billing/invoicing and matter management processes. We are targeting to roll out the system in [MONTH, YEAR] and will provide further communication as we get closer.
CounselGO Onboarding
Purpose: Notify your vendors of upcoming CounselGO roll out When to Send: Recommended 4-6 weeks prior to the go-live date
To: Law Firm Billing Contacts or Relationship Contacts From: Company Relationship Contact Suggested Subject: [COMPANY] Updated Invoicing Process
Email Body:
[COMPANY] is now using eBilling provider Unity to make it easier to manage and pay your legal bills. Unity provides a vendor portal called CounselGO to submit invoices, check invoice status, and see a list of matters assigned to your firm.
How to Obtain CounselGO Access
(exclude this step if your team is not using the Google form) Please fill out the following form [GOOGLE FORM LINK provided by your Implementation Manager] to collect your billing administrator. Please do not send generic email addresses such as “ebilling@” Generic addresses are not allowed for security reasons.
[COMPANY] will add your firm as a vendor in CounselGO on [GO-LIVE DATE], you will not have CounselGO access until this date. If you are not the correct contact person to register for CounselGO, please forward this information to the appropriate person(s).
Once your account is set up:
New to CounselGO? Your billing admin will receive an email with a link to your account. They should log in and create a password as soon as possible. The link will expire in 5 days.
Already using CounselGO? [COMPANY] will appear on the CounselGO dashboard(s) of your billing specialist(s) on [GO-LIVE DATE].
CounselGO has been designed to be intuitive and easy to use. There is a “wizard” that walks the billing specialist(s) through the invoice submission process.
All invoices prior to [GO-LIVE DATE] should be submitted via the old process.
All invoices starting on [GO-LIVE DATE] should be submitted via CounselGO.
Invoice file submission:
LEDES Invoices: [COMPANY] would like your firm to submit invoices in LEDES format with the PDF version. You may submit multiple LEDES/PDF invoices at the same time. Simply drag and drop, or select the files from your computer, and click SUBMIT.
Non LEDES Invoices: If you are unable to produce LEDES files, you will need to enter the invoice information manually via the invoice entry screens. Be sure to list flat fee line items separately from those where the timekeeper is billing hourly. Be sure to drag and drop or select the PDF invoice prior to submission.
Thank you for your attention to this change in process. For technical questions, contact [email protected]. Please contact [COMPANY or COMPANY CONTACT] with any questions or your CounselGO Administrator to add additional CounselGO users within CounselGO (more information on updating CounselGO user roles can be found here).
CounselGO Onboarding Reminder
Purpose: Remind your vendors of upcoming CounselGO roll out When to Send: Recommended 2 weeks prior to the go-live date
To: Law Firm Billing Contacts or Relationship Contacts From: Company Relationship Contact Suggested Subject: Reminder: [COMPANY] Updated Invoicing Process
Email Body:
As a reminder to the communication sent on [DATE OF INITIAL COMMUNICATION], [COMPANY] is now using eBilling provider Unity to make it easier to manage and pay your legal bills. Unity provides a vendor portal called CounselGO to submit invoices, check invoice status, and see a list of matters assigned to your firm.
How to Obtain CounselGO Access
(exclude this step if your team is not using the Google form) Please fill out the following form [GOOGLE FORM LINK provided by your Implementation Manager] to collect your billing administrator. Please do not send generic email addresses such as “ebilling@” Generic addresses are not allowed for security reasons.
[COMPANY] will add your firm as a vendor in CounselGO on [GO-LIVE DATE], you will not have CounselGO access until this date. If you are not the correct contact person to register for CounselGO, please forward this information to the appropriate person(s).
Once your account is set up:
New to CounselGO? Your billing admin will receive an email with a link to your account. They should log in and create a password as soon as possible. The link will expire in 5 days.
Already using CounselGO? [COMPANY] will appear on the CounselGO dashboard(s) of your billing specialist(s) on [GO-LIVE DATE].
CounselGO has been designed to be intuitive and easy to use. There is a “wizard” that walks the billing specialist(s) through the invoice submission process.
All invoices prior to [GO-LIVE DATE] should be submitted via the old process.
All invoices starting on [GO-LIVE DATE] should be submitted via CounselGO.
Invoice file submission:
LEDES Invoices: [COMPANY] would like your firm to submit invoices in LEDES format with the PDF version. You may submit multiple LEDES/PDF invoices at the same time. Simply drag and drop, or select the files from your computer, and click SUBMIT.
Non LEDES Invoices: If you are unable to produce LEDES files, you will need to enter the invoice information manually via the invoice entry screens. Be sure to list flat fee line items separately from those where the timekeeper is billing hourly. Be sure to drag and drop or select the PDF invoice prior to submission.
Thank you for your attention to this change in process. For technical questions, contact [email protected]. Please contact [COMPANY or COMPANY CONTACT] with any questions or your CounselGO Administrator to add additional CounselGO users within CounselGO (more information on updating CounselGO user roles can be found here).
Accruals Onboarding
Purpose: Notify your vendors of upcoming accrual roll out When to Send: Recommended 2-4 weeks prior to the first accrual email request
To: Law Firm Billing Contacts or Accrual Contacts From: Company Relationship Contact Suggested Subject: [COMPANY] Updated Accrual Collection
Email Body:
[COMPANY] is now using eBilling provider Unity to make it easier to manage and pay your legal bills. Unity provides a vendor portal called CounselGO to submit invoices, check invoice status, and see a list of matters assigned to your firm. Additionally, [COMPANY] will use Unity to collect and track accruals.
What are accruals? Also known as Work in Process or Unbilled Estimates, include costs and expenses, such as legal fees, for services that have been provided but not yet invoiced as of a cut-off date. Securities and financial requirements mandate that companies keep and report accurate accounting records. Accruals are critical to these reporting obligations.
How to submit accruals? Each period, Unity will send you up to 3 email reminders:
Click the email link to “Submit Unbilled Amount” or “We Have No Unbilled Activity” if there are no unbilled estimates to submit
Enter the unbilled amounts for the applicable period
Confirm the last invoice submitted is correct and there are no missing billed invoices
Click “Submit Unbilled Amount”
The first email reminder to submit accruals for [MONTH, YEAR] will go out on [DATE]. You will have until [EXPIRATION DATE] to submit your accruals before the link expires.
Please contact [COMPANY or COMPANY CONTACT] with any questions or your CounselGO Administrator to update your Accruals contacts within CounselGO (more information on updating CounselGO user roles can be found here).
Timekeeper Onboarding
Purpose: Notify your vendors of upcoming Timekeeper roll out When to Send: Recommended 2-4 weeks prior to the go-live date
To: Law Firm Billing Contacts or Relationship Contacts From: Company Relationship Contact Suggested Subject: [COMPANY] Updated Timekeeper Approval Process
Email Body:
[COMPANY] is now using eBilling provider Unity to make it easier to manage and pay your legal bills. Unity provides a vendor portal called CounselGO to submit invoices, check invoice status, and see a list of matters assigned to your firm. Additionally, [COMPANY] will be using Unity to validate approved timekeeper rates on incoming invoices, to support our business relationships and streamline invoice reviews.
Effective [DATE], [COMPANY] will begin tracking approved timekeeper rates through CounselGO. Please submit your firm’s timekeepers and their current rates, instructions for submitting rates can be found here.
Thank you for your attention to this change in process. For technical questions, contact [email protected].
Welcome to Unity’s API Toolkit! You’ll find important information and links about our API to help you and your team get the most out of Unity.
Have questions or need help? Please contact [email protected] for assistance.
Introduction
Purpose of the API Toolkit
At a high level, the Unity API allows the customer to request approved invoices from Unity and Unity API provides that data back. The customer then updates the invoice status to “Sent to AP” in Unity. Once the invoice is paid, the Customer updates invoice status to “Paid” and provides payment details (optional) in Unity.
On a technical level, the Unity API is organized around REST. Our API has predictable, resource-oriented URLs, and uses HTTP response codes to indicate API errors. We use built-in HTTP features, like HTTP authentication and HTTP verbs, which are understood by off-the-shelf HTTP clients. We support cross-origin resource sharing, allowing you to interact securely with our API from a client-side web application (though you should never expose your secret API key in any public website’s client-side code). JSON is returned by all API responses, including errors.
Our formal documentation at developer.simplelegal.com uses PATCH methods throughout, however, POST can be used instead of PATCH to accommodate systems that can’t utilize the PATCH method.
How to use the API Toolkit
Step 1 / Customer
Send your IT team or IT consultant the link to our API development page. This provides all the details of building an API to Unity.
Step 2 / Customer
Confirm which business process/workflow steps will be needed for your integration, for example for finance integration:
Required: Retrieve Invoices to be paid
Optional: Retrieve Unity PDF copy
Optional: ACK/Payment confirmation
Record payment information
Update invoice status to Paid
Step 3 / Customer
Reach out to your Finance team to understand accounting and data requirements to post invoices into your finance system and pay an invoice.
Step 4 / Customer & Unity
Discuss attributes/data that needs to be in Unity for payment (see FAQ below: “What are the most common attributes and their definition?”)
Step 5 / Unity
Configure Unity with required attributes
Step 6 / Unity
Provide customer with Unity base URL and API Authorization token. Will be in the following format:
API base URL: https://<>.simplelegal.com
e.g. http://app.simplelegal.com or http://abccompany.simplelegal.com
API Authorization Token: <auth_token>
Step 7 / Customer
Test connection to Unity API
Step 8 / Customer
Build necessary integration calls and configuration based on integration needs
Step 9 / Customer & Unity
Test your connection by calling an endpoint and make sure you were able to retrieve data, and the relevant information is generated. For example, for finance integration, you should approve an invoice in Unity and make sure it can be retrieved, with the necessary information sent back to Unity.
Getting Started
The Unity API is organized around REST. Our API has predictable, resource-oriented URLs, and uses HTTP response codes to indicate API errors. We use built-in HTTP features, like HTTP authentication and HTTP verbs, which are understood by off-the-shelf HTTP clients. We support cross-origin resource sharing, allowing you to interact securely with our API from a client-side web application (though you should never expose your secret API key in any public website’s client-side code). JSON is returned by all API responses, including errors. We’ve documented PATCH methods throughout, however, POST can be used instead of PATCH to accommodate systems that can’t utilize the PATCH method.
Prerequisites
Determine API user details (first name, last name, email)
Typically, the API user has a generic name (e.g. first name: Oracle Integration, last name: Finance Integration, email: [email protected])
Provide API user details to Unity
Unity to generate API key
Unity to provide Unity API toolkit & API developer
Schedule and conduct API requirements and mapping (Client and Unity)
Schedule and conduct API development (Client)
Testing (Client and Unity)
Authentication
API authentication is a combination of technology and process that proves or verifies the identities of users who want access to an API. Specifically, API authentication involves the use of a software protocol to verify that users are who they claim to be when a client makes an API call.
Sandbox vs Production
Our sandbox APIs emulate the live environment and give you the opportunity to send test API calls and to receive a simulated response. Sandbox APIs are perfect for working with the client before the production API is available, allowing front-end progress to continue, even though there’s no real data or database backing it yet. The production APIs work with our live systems and data. Your application will run in this environment after you go live.
The Multi-tenant Sandbox data is refreshed monthly on the third Friday of the month. Your team can create or update data in the sandbox, and any alterations made will be reset and replaced with the data from the production environment during the monthly refresh.
API Basics
Understanding RESTful APIs
The basic function of a RESTful API is the same as browsing the internet. The client contacts the server by using the API when it requires a resource. API developers explain how the client should use the REST API in the server application API documentation. These are the general steps for any REST API call:
The client sends a request to the server. The client follows the API documentation to format the request in a way that the server understands.
The server authenticates the client and confirms that the client has the right to make that request.
The server receives the request and processes it internally.
The server returns a response to the client. The response contains information that tells the client whether the request was successful. The response also includes any information that the client requested.
The REST API request and response details vary slightly depending on how the API developers design the API.
HTTP Methods (GET, POST, PATCH)
The HTTP verbs comprise a major portion of our “uniform interface” constraint and provide us the action counterpart to the noun-based resource. The primary or most-commonly-used HTTP verbs (or methods, as they are properly called) are POST, GET, PUT, PATCH, and DELETE. These correspond to create, read, update, and delete (or CRUD) operations, respectively. There are a number of other verbs, too, but are utilized less frequently. Of those less-frequent methods, OPTIONS and HEAD are used more often than others.
Below is a table of recommended return values of the primary HTTP methods in combination with the resource URIs
Call / Type
Entire Collection
Specific Item
POST / Create
201 (Created), ‘Location’ header with link to /customers/{id} containing new ID.
404 (Not Found), 409 (Conflict) if resource already exists.
GET / Read
200 (OK), list of customers. Use pagination, sorting and filtering to navigate big lists.
PUT / Update/Replace
405 (Method Not Allowed), unless you want to update/replace every resource in the entire collection.
200 (OK) or 204 (No Content). 404 (Not Found), if ID not found or invalid.
PATCH / Update/Modify
405 (Method Not Allowed), unless you want to modify the collection itself.
200 (OK) or 204 (No Content). 404 (Not Found), if ID not found or invalid.
Delete / Delete
405 (Method Not Allowed), unless you want to delete the whole collection—not often desirable.
200 (OK). 404 (Not Found), if ID not found or invalid.
API Endpoints
In summary, an API endpoint is a specific location within an API that accepts requests and sends back responses. It’s a way for different systems and applications to communicate with each other, by sending and receiving information and instructions via the endpoint.
Response Formats (JSON, XML)
JSON supports numbers, objects, strings, and Boolean arrays. XML supports all JSON data types and additional types like Boolean, dates, images, and namespaces. JSON has smaller file sizes and faster data transmission. XML tag structure is more complex to write and read and results in bulky files.
JavaScript Object Notation (JSON) is a standard text-based format for representing structured data based on JavaScript object syntax. It is commonly used for transmitting data in web applications (e.g., sending some data from the server to the client, so it can be displayed on a web page, or vice versa)
An XML response message is sent by the SDS XML provisioning client in response to an XML request. Each response message consists of a 4-byte binary length value, followed by the XML response in ASCII characters. The length value contains the number of bytes in the XML response, excluding the 4-bytes for the length.
API Calls
An API call allows one application to request data or services from another application. Our API developer page is a comprehensive API document, containing all available API calls, their respective arguments, filters, and examples.
Request Parameters
API request parameters are options that can be passed with the endpoint to influence the response. Refer to request parameters located in the API developer page.
Response Structure
When you send a REST request, the appliance responds with a structured response in JSON format. The exact structure of the response depends on the resource and URI of the request, but all responses are similar. The response includes all available resources from any point within the API.
Common Workflows
API workflows are server-side workflows that you can schedule/trigger in your application and/or expose to be triggered from an external application or system through an API request.
Below are the most commonly requested calls for typical integration scenarios:
Finance Integration (Unity <> AP System)
Step 1: Retrieve all approved invoices
The first step is to fetch all approved invoices. This can be achieved with the invoices end point, filtering on Approved status. Refer to “What are the valid invoice statuses in Unity?” in the Q&A section for other supported statues.
If necessary to your integration, pull the PDF copy of the invoice (either summary or the full pdf). Retrieving the PDF is done on a per invoice basis, so a valid Invoice ID is required. Please note the PDF is base64 encoded so would require a decoder to view.
After retrieving the invoices, best practice is to record the invoice id, and update all invoices that are to be processed to Sent to AP status. This way, application users, and vendors will see that invoices have been submitted for payment. Optionally, you can use Posted to AP – the flow is dependent on your organizational needs.
Optional – Record acknowledgement of successful invoice posting
After successful posting of invoices, best practice is to record the invoice id, and update all invoices that are to be processed to Posted to AP status. This way users will see that invoices have been successfully posted without error.
Once payments are made to Vendors, two separate calls will be made for each invoice:
1. Record payment information for an invoice.
Create a Payment record on the individual Invoice endpoint. The required fields are payment_method (which can be defined by your organization; example: check, wire, ach, etc.), amount, currency, and payment date in YYYY-MM- DD format.
After paying / submitting payment for invoices, you should update the invoice status to Paid. This way, application users, and vendors will see that invoices have been marked Paid.
The first step is to fetch a list of all matters. The matters are returned sorted by matter name alphabetically. Available modifiers can be added onto the end of a search string joined by a double dash and are generally shorthands for more advanced searches that can be done:
First, compare the list of new matters against the existing list of matters from Step 1 to ensure no duplicate matters are created. For additional confirmation, you may pull the Client Matter ID associated with the matter for your records.
Second, create any new matters in Unity. Three fields are required for creating a new matter:
name
matter_lead_email
matter_lead_is_approver
The following optional fields are also recommended when creating a new matter:
Returns the list values for a specific custom attribute. The custom attribute id (e.g. attr_1234567890) is required to pull. The options are returned sorted by name alphabetically.
Updates an existing list value for a custom attribute. The custom attribute id (e.g. attr_1234567890) and the list value id (e.g. attr_opt_1234567890) is required to update.
The following optional fields are available to be updated:
Available modifiers can be added onto the end of a search string joined by a double dash and are generally shorthands for more advanced searches that can be done:
lt -> less than
lte -> less than equal to
gt -> greater than
gt -> greater than equal to
icontains -> contains, case insensitive
range -> two dates, everything between the dates matches (inclusive for the first, exclusive for second)
For a given period, retrieve all submitted accruals. The “period” argument is required to pull and must be in the YYYY-MM-DD format.
If a range of dates period can be specified with the range operator. For example, if only the accruals in the first three months are desired, the filter ?period__range=2018-01-31,2018-03-31 would display all relevant accruals. (Note that range is inclusive on both the beginning and the ending date)
Missing API key/token or Require new API key/token
Contact your implementation manager or our Unity support team ([email protected]) to identify if you have an API user already configured and which environment the key is needed for (production or sandbox).
Unity will either confirm a key exists or create a new key to send the key via personal email to a designated drop location.
What is the id/hash for this object?
The id or hash for an object will be dependent on what call(s) your team is making. First, determine the call(s) and end points within the API Documenter.
To obtain the id/hash for an object (e.g. a matter), retrieve all matters and locate the “id” key associated with that object. The hash follows a consistent format, where the first 3-4 characters represent the type of object (e.g., “mat” for matter), followed by an underscore (_) and the numerical ID. For instance, a matter hash could be represented as “mat_1234567890.”
API Call is Returning an Error
Contact our Support Team ([email protected]) or your Implementation Manager (if you are still in Implementation). Provide the full call and response you are attempting.
Our team will confirm if the object being called exists, and whether or not the API user has permission to see it.
If GET, Unity can test the call to determine if we get the same error.
If POST, Unity may test the call parameters in a demo environment.
API Call Returns No Results
Log into Unity and verify that there is at least one object for the call (e.g. matters, vendors, etc) and verify the parameters of the call are applicable to the data within Unity.
If the objects exist, this implies the API user has access to the database via API but does not have sufficient privileges to retrieve the data
Customers can reach out to the implementation manager or Unity Support ([email protected]) team to verify which email address is associated with their API token.
Unity will validate the user has a role which is sufficient in accessing the objects in question. API users should have a user role = “Administrative Role”.
Error Handling
In any integration process, encountering errors is a common scenario. Effective error handling is crucial to maintain the integrity and efficiency of the integration between Unity API and your corporate ERP system. Here are some best practices for monitoring and maintaining your system and errors that may arise:
Real Time Monitoring: Set up real-time monitoring and alerts for your API integration. This will enable immediate detection of errors as they occur. Utilize logging systems to record detailed error information, which can be invaluable for troubleshooting.
Designated Response Team: Identify a designated response team within your organization. This team should include members who are well-versed in both the Unity API and your ERP system.
Notification Procedures: Establish a clear procedure for notifying the designated response team when an error is detected. This can be automated through your monitoring systems or manually initiated by the team monitoring the integration.
Root Cause Analysis: Once the immediate issue is resolved, conduct a thorough root cause analysis to understand why the error occurred. This step is crucial to prevent similar issues in the future. Document the findings and update your integration processes and error-handling protocols accordingly.
Continuous Improvement: Treat every error as a learning opportunity to improve your integration setup. Regularly review your error-handling procedures and update them as needed. Encourage open communication and feedback within the team regarding the handling of integration errors. This collaborative approach can lead to more resilient and reliable integration.
General Unity API Features and Q&A
What features can the Unity API support for each team or process?
Finance
Legal Ops
Reporting
Paying invoicesUpdating invoice payment status on Unity. Pulling a specific invoices by created date, invoice date, modified date, or statusCreating and updating cost codes
Creating and updating mattersCreating and updating most vendor dataCreating and updating custom attributesCreating and updating legal entitiesCreating, updating, and deactivating users including setting roles
Access matters, invoices, vendors by created date, modified date, closed datesSearch and filter via statusesEasily pull all custom attributes associated with matters, vendors, invoices
What features are not supported by the Unity API?
Access to timekeepers data
Access to budgets data
Cannot access contacts or vendor contacts / CounselGO users
Cannot set permissions/teams via API
Cannot set invoice intake rules or approver escalation rules via API
What are the most common invoice attributes and their definitions?
While this varies per customer, below are some common attributes used to retrieve invoice details and pay an invoice:
Field Name
Definition
Invoice_date
Invoice Date on the header (defined by the vendor)
Received_date
Date invoice was received into the Unity system
Invoice_number
The number or name as listed on the invoice, the main invoice identifier
Entity.id
Ent_123; unique identifier for legal entity
Cost_code.id
Cos_12345; unique identifier for the cost code
Custom_attributes.id
Attr_opt_12345; unique identifier for custom attribute
Native_currency
The currency the invoice was submitted in. (If null, the submitted currency is your base currency)
Native_total
The amount the vendor billed (as well as final amount as adjustments cannot be made on international currencies) on the invoice in the submitted currency.
Total
The amount the vendor billed on the invoice in the base currency of your environment.
Final_amount
Final amount of the invoice (after any adjustments) in the system/base currency.
Status
E.g. “Approved”, ”Paid”
id
Unity invoice reference number (e.g. inv_1234567890)
obj_id
On the invoice end point, this is the unique invoice id of the specific invoice, and is visible on the PDF and approver email
Can PDF attachments come through the API
Yes. You can retrieve invoice attachments through Retrieve an Invoice. You can also pull the Unity generated PDF through either Retrieve an Invoice Detail PDF or Retrieve an Invoice Summary PDF.
How do we know which invoices to pull from Unity to our finance system?
In a standard finance API integration, you will want to pull any invoiced in an “Approved” status. These are invoices that have been approved in Unity by all approvers and are ready for payment. As part of the API integration, you will want to update the status of the imported invoices to “Sent to AP” using PATCH. If the patch function isn’t available, you can also update the status using POST.
Is there anything else we can do with the API besides retrieve and update invoice information?
Yes. Through the API, you can access most components of Unity including matters, vendors, cost codes and legal entities. You can streamline your vendor intake process by pushing new vendors from your financial system into Unity. You can integrate with your patent software to push new patent & trademark matters into Unity. You can even use the API to update cost codes and legal entities.
Can you provide examples of how other partners have handled their integrations or technical references if we need additional help?
Our Implementation team can offer guidance if you have specific questions on how to get started, but unfortunately, we do not share client data or integration specifics.
What are the valid invoice statuses in Unity?
Received
Rejected
Approved
Paid
Sent to AP
Posted to AP
On Hold
How can I see an export of all the sample JSon?
You can download Postman and pull the full JSON export.
For the ‘Update an Invoice’ API the documentation states either a PATCH or POST could be used. Is this also true for the ‘Create Payment for an Invoice’ or must a POST be used?
Payment information can only be posted right now, it cannot be patched. We treat it as a log so you can only add to it.
How long would it take our team to integrate with the Unity API and how will Unity help?
This depends largely on the degree of integration in terms of what is required by the finance team, and the resources available on your development team to build it out. Unity can provide guidance in terms of understanding the documentation and in terms of what has been successful in the past.
What is the difference between the Reference Number and Batch Number in the ‘Create a Payment for Invoice’ API?
The reference number is unique per payment, whereas a batch number is used to group payments.
What is the difference between invoice_number and id and which should we use?
The id is a unique number that Unity assigns to each invoice and should serve as its unique identifier. Invoice_number is the number associated on the invoice itself, but this is not always.
Can you accommodate custom object IDs in the API? Currently we cannot support customization in the object IDs. However, depending on business needs, we may have recommendations for different ways to proceed to achieve the same result. We also support custom attributes with our platform, which may aid in capturing the information you require. Reach out to your implementation manager for guidance.
How do you recommend we update matters or vendors most efficiently?
For example, if your matter has 15 attributes and all attributes on a single matter need to be updated, that would be 15 calls. One method of reducing the number of calls is to check if the attribute values have changed. So instead of updating every single attribute value regardless if there was a change or not, you’ll want to validate if a change was made to the attribute value. Specifically, here is a step by step process recommendation:
Obtain the id of the vendor/and or matter you wish to update
Navigate to the attribute URL associated with that vendor/matter
Check what attribute values are associated, ideally with the `page_size` value set equal to the `count` value
Before deciding to update, compare the new value against the one seen on the page If different, then PUT, otherwise don’t PUT
Please note we do not recommend ‘page_size’ values over 100 as it may cause a timeout.
How are foreign (non-USD) invoice adjustments handled in the API?
Unity currently does not allow adjustments on foreign invoices because it has tax implications for vendors in most countries. Since foreign vendors are required to submit tax data to their respective governments, any adjustments made to invoices would result in a mismatch in reporting numbers vs actual numbers for your vendors. Instead we require that foreign invoices requiring adjustment be rejected with comments so that vendors can re-submit with the required corrections.
How do you get the final invoice amount? There are three options to get the final amount depending on the currency used to bill.
Is there a limit on any of the APIs for how many results are fetched?
By default the maximum number of items on a paginated list page is 25. This can be configured by post fixing a URL with ?page_size=100 if a page size of 100 is desired but it may timeout depending on the endpoint you hit and how much data comes through.
Can a customer create a matter and assign matter attributes in a single API call, or is it necessary to create the matter first and then update the attributes separately?
The API does not support creating and assigning matter attributes in a single call. To accomplish this, you will need to make multiple API calls. First, create the matter, and then make separate API calls for each attribute update.
Additional Resources
Unity Support is here to assist with your team’s product questions. Contact our Support team ([email protected]) when you have technical questions, would like assistance with functionality, or answering ‘how,’ ‘what,’ or ‘where,’ within your products.
Accruals are estimates for unbilled work that can be collected from vendors to anticipate fees and expenses for the reporting period. Please review this page to learn more about how to set up and start collecting and reporting on accruals.
Key considerations before accruals setup:
1. Would you like the vendors to provide accruals estimates separately for each matter? If not, they will be asked for a lump accrual sum.
Pros: More detailed accrual reporting
Cons: Vendors may be doing work for matters not yet in Unity
Recommendation: By Matter
2. When a Vendor is submitting their Accruals, would you like to include a “previous month” bucket as part of the period?
Pros: Ability to collect prior accruals
Cons: This total amount cannot be moved into existing matters. The lump sum for the previous month will remain outside of the existing period in an “other” bucket.
Recommendation: Do not include previous months
3. When submitting accruals, would you like your Vendors to include accrual totals for forward months? If so, how many forward months?
Pros: Good option if you process accruals on a quarterly basis.
Cons: Estimates will be less accurate when you accrue months in advance.
Recommendation: Do not allow forward months unless this was requested by your Finance or AP teams.
4. Would you like any budgets associated with a Vendor to be shown in the accruals screen when a vendor submit accruals?
Pros: Increased visibility of approved budgets
Cons: May encourage vendors to hut budget when otherwise not necessary
Recommendation: Do not show associated budgets
5. Would you like to include an “Other” option on your accrual forms?
Pros: Allows vendors to submit amounts for not yet available matters
Cons: This total amount cannot be moved into existing matters. The lump sum for the “Other” will remain outside of the existing period.
Recommendation: Do not allow ‘Other’ accrual submissions.
6. Would your team like the ability to manually trigger the Accrual notification emails?
Pros: Can request accruals outside of the normal schedule
Cons: None
Recommendation: Allow manual accrual requests.
Accrual reports
Accruals (single period)
Showcases metrics and detailed information about accruals for single (current) period requests and submissions from vendors.
Accruals vs. actuals (single period)
Showcases metrics and detailed information about accruals for single (current) period submissions from vendors compared to actual spend.
Accruals (split period)
Showcases metrics and detailed information about accruals for split (prior and current) period requests and submissions from vendors.
Accruals vs. actuals (split period)
Showcases metrics and detailed information about accruals for split (prior and current) period submissions from vendors compared to actual spend.
Accruals FAQs
Are Submitted but unapproved invoices included in reporting?
Submitted but unapproved invoices are not included in reporting.
We see accruals truly as unbilled estimates. Since the received invoices have been billed, we do not include them. If your accruals process includes received but not fully approved invoices, you will need to combine two reports together to get your totals.
Can we only send a single request?
No, but if the vendor responds to the first request, we will not send out any further reminders. If they do not provide their estimates, we will send up to two reminders.
When does the accrual period end?
This is two parts. The first part is when the accruals form expires, which is controlled in the custom settings. This, however, can be extended out manually for a single vendor, or for all vendors. The period truly ends once the requests are sent out for the following period/month.
What currency are accruals submitted in?
The vendor has the ability to select any currency when submitting, but the currency they choose is for all matters – they can not detail currency by matter. We recommend that vendors submit in the same currency as their invoices are submitted.
