Welcome to Unity’s next evolution of powerful reporting. Our enhanced customizable reports deliver compelling visualizations needed to effectively analyze your data and uncover hidden insights. You’ll be able to quickly view key metrics, identify trends, drill into complex data, create custom dashboards, easily share reports, and more!
Robust datasets and capabilities allow reporting across various types of legal data. You can build reports from scratch or clone an existing report and customize. We empower you to create and customize your own reports because you know your business best.
Reference our additional resources on the right for more information on how to get started.
Best Practices
Successfully utilize our enhanced Reports and check out some of our recommended best practices!
Make a copy of our existing out-of-the-box prescriptive reports as a starting point to make adjustments and create your customized advanced report.
Keep your end goal in mind for what fields you need before you begin building out your report.
Consider the target audience for the dashboard. Do they want to see more detail or is it best to focus on high level KPIs?
Think about what business questions the report should answer to help drive what data needs to be included and how it might be best presented.
Try not to put too much on one view or page. Enhanced Reporting allows for tabs in dashboards so your data can be logically presented.
Include context, when possible, with conditional formatting to help your audience understand if a KPI is ‘good’ or ‘bad’.
FAQs
Here are some of our top FAQ’s to answer your question:
Why is this field not populating the data I thought it would?
One of the main differences is that Enhanced Reporting data is refreshed every 24 hours, whereas other reports are refreshed in real time. Enhanced Reporting also offers more robust functionality and visualization options to help users explore data and share insights.
Can reports be shared with others who do not have a Unity login?
Yes, if you need to share a report with someone who does not have Unity access, click on the more (…) option in the top-right corner of the report dashboard and select Download as image. This downloads the report to your computer so that you can share it as needed.
To share the report with a Unity user who has access to Enhanced Reporting, choose the Copy dashboard URL or Share dashboard by email options.
How can specific charts in a report be copied or edited?
You can clone an individual chart in a report by clicking the more (…) option in the top-right corner of the chart and selecting View chart in Explore.
Please check out our short tutorial videos for additional information.
Can I choose what time report data is refreshed?
No, all Enhanced Reporting data is refreshed between 12:30am to 2:30am Pacific Time each day. At this time, there is no option to adjust or customize the refresh time.
Why is this field not populating the data I thought it would?
Please check the dataset descriptions and definitions in the resource center to determine what the correct field selection should be and adjust appropriately.
Why is this filter not working?
First try to remove all filters selected and add them back 1 by 1. If it is a date filter, try selecting different dates.
We hope this success kit guides you on how to use Unity’s enhanced Reporting to its maximum potential. If you have any further questions, please take a look at our other resources on the right-hand side of this page. As always, your Customer Success team is here to help! Contact your CSM or Support team for more information on how to get started with Enhanced Reporting.
You are accountable for clean matters, accurate invoices, and defensible records. Your day is full of reviews, approvals, and questions that do not wait. Is this invoice within budget. Which open matters still have accruals that need to be captured for this month. Are these rates correct. Does this contract say what the business thinks it says.
Onit’s Q4 2025 product launch is built with those exact questions in mind. In practical terms, this quarter’s launch focuses on surfacing answers to those questions inside the workflows you already know and trust, backed by the legal expertise and breadth of Onit’s portfolio.
Budget awareness and dashboard enhancements
Turn invoice review into explainable automation. Spend Agent applies legal-specific AI to every invoice, making actions visible, automation configurable by vendor, summaries clear, guideline management simple, and savings trends transparent to Finance.
Key highlights: See the story of each invoice in seconds. At a glance, AI summaries and line level “Spend Agent Insight” notes help approvers act quickly and confidently, with clear guideline references firms can understand and address.
Control where AI acts and how assertively. Vendor level Auto, Sentry, and Off settings let you align automation with your risk tolerance and firm readiness, with a complete audit trail for every change.
Keep billing guidelines in sync with the business. Bulk upload and update across firms keeps enforcement aligned with new panels and rate agreements, while letting you fix only the entries that fail validation.
Prove and defend savings to Finance. A focused Spend Agent dashboard view quantifies reviewed invoices, accepted reductions, and savings trends and highlights outlier invoices that drive leakage.
Spend Agent gives legal teams proof, not promise. Every review is faster, every decision traceable, and every dollar easier to defend.
Matter-level accruals and duplicate detection
Turn manual checks into reliable automation. Teams track accruals at the matter level for better forecasting and alignment with Finance. Reviewers get immediate duplicate alerts on invoices to prevent overpayments and speed approvals.
Matter-level accruals Accruals are now visible within each matter’s financial tab. Teams can see unbilled estimates alongside approved invoices, removing manual tracking and reducing reporting friction. This enhancement introduces a new view of accruals, giving users clarity at the matter level rather than at the vendor level.
Duplicate detection Stop duplicates before approval. Reviewers see in-line alerts on the invoice page when invoices or line items overlap, which reduces overpayments, shortens reviews, and improves billing accuracy without extra clicks.
Key highlights
Access unbilled accruals in each matter for cleaner forecasting and faster reconciliation.
Catch duplicate invoices and line items during review to prevent double payment.
Accelerate month-end close with accurate, audit-ready data that Finance can trust.
Together, these updates eliminate repetitive manual work, create a single source of truth for spend, and give teams the confidence to close quickly with accurate data.
These enhancements bring accruals into the matter record and flag duplicates during review, so you get cleaner data and fewer surprises. They reinforce SimpleLegal’s commitment to practical automation.
Self-service user management and blocking controls
Put access control in the hands of your admins. Reduce support tickets, control access, and keep your directory clean with simple self-service actions in EBILLING.SPACE.
Key highlights
Disable and reactivate staff users, so inactive accounts can no longer log in
Delete staff users with no activity history to keep user lists clean
Block lawyers, law firms, and staff users so they cannot be added to matters, invoices, or line items while still appearing in search and reports for audit purposes
These updates help legal operations maintain a cleaner, more controlled eBilling environment with less manual intervention and fewer access risks.
Smart mapping enhancement
ReviewAI now integrates more deeply with OnitX CLM with the introduction of Smart Mapping. ReviewAI can now populate extracted text-based contract terms directly into structured OnitX CLM fields.
Key highlights
Contract clauses and key terms automatically appear in OnitX CLM data fields after review
Playbook logic and approval rules apply more consistently across users
Accurate, structured contract data supports stronger analytics and reporting
Built for legal teams, scaling contract review across multiple business units
These updates turn manual term capture into reliable automation. Teams enforce approvals with precision, accelerate cycle times, and trust the data driving their legal operations
Vendor governance | client-initiated onboarding and rate card validation
Turn manual vendor and rate checks into reliable automation. Legal teams start vendor onboarding in the Vendor App and standardize timekeeper rates with rate cards, so activation moves faster and approvals stay consistent.
Client-initiated vendor onboarding Clients can now start vendor onboarding requests in the OnitX ELM vendor app. The process includes required fields, duplicate checks, and status visibility. Vendor support completes final setup to ensure data integrity and compliance.
Clients launch requests directly in OnitX ELM BillingPoint with required fields, duplicate checks, and status tracking. Vendor Support completes setup to protect data quality and compliance.
Timekeeper rate cards Vendors upload standardized rate sheets aligned to client classifications and matter context. The system validates incoming timekeeper submissions against the approved card and flags exceptions for review. Most in-policy submissions auto-approve.
Key highlights
Accelerate vendor activation with guided intake workflows
Maintain consistency and reduce manual rate verification
Gain transparent, auditable insight into rate and vendor data
Ensures data consistency and compliance while reducing administrative delays
These enhancements help legal teams onboard vendors faster, maintain rate accuracy, and ensure every relationship operates within clear and compliant financial parameters.
AI Contract extract | folder-level tag template association
Automate metadata where files live using AiCE. Map tag templates to folders, so new documents arrive with the right fields, improving AI extraction, discovery, and analytics.
Key highlights
Configure in folder settings or during creation
Bulk actions apply templates across many folders at once
Visual cues identify folders with automated tagging
Designed for teams scaling contract repositories and governance Uniform tagging enables accurate AI extraction and produces structured data that speeds search, strengthens reporting, and supports compliance at scale.
Why it matters
Legal, finance, and procurement teams share the same goal: accuracy and control. These enhancements improve data reliability, speed decision-making, and make legal operations measurable and transparent.
Onit’s Q4 2025 Product Launch Enhancements help legal departments like yours operate with clarity, consistency, and accountability.
Faster submissions, better visibility, fewer errors — all designed to make vendor timekeeper management seamless and efficient.
Welcome to Faster, Simpler Timekeeper Submissions
CounselGO’s latest enhancements make it easier than ever for vendors and law firms to submit, edit, and track timekeeper information.
With improvements like a dedicated Rates tab, multi-timekeeper bulk entry, clearer visibility into submissions, and feedback on rejections, CounselGo users can streamline workflows, reduce errors, and accelerate client approvals.
Helpful Resources
Best Practices
Use the new bulk upload option to add multiple timekeepers rates at once.
Double-check submissions for errors before final review.
Review feedback on rejected rates to quickly address issues and resubmit.
Use inline edits to update timekeeper information like classification, name, etc without starting over.
Keep profiles up to date to avoid billing or invoicing mismatches later.
FAQs
Q: What’s the new Rates tab? A: The new Rates tab separates rate information from other timekeeper details for easier entry and review.
Q: Can I upload multiple timekeepers at once? A: Yes! Use the web form, Excel, or CSV file to bulk upload multiple timekeepers and rates.
Q: How will I know if a rate is rejected? A: You’ll now see detailed feedback, including rejection reasons, within your submitted timekeeper view.
Centralized profiles, an improved rate submission workflow, and the ability to manage multiple rates per timekeeper — all designed to simplify and strengthen your timekeeper management.
Welcome to a Smarter Way to Manage Timekeepers
Timekeeper management just got easier, faster, and more accurate with SimpleLegal’s new Timekeeper Profile enhancements!
Now, you can centralize timekeeper information, streamline approvals with an improved rate submission workflow, and add multiple rates per timekeeper — giving your legal and finance teams full visibility into every timekeeper and their rate history.
With fewer manual steps and more built-in transparency, your teams can move faster, reduce errors, and ensure billing accuracy with ease.
Helpful Resources
Best Practices
Review submitted rates carefully using the new streamlined user interface.
Take advantage of bulk approval and rejection options for faster processing.
Document rejection reasons clearly for vendor collaboration and transparency.
Regularly audit your timekeeper records using the built-in history view.
FAQs
Q: Can I view multiple rates for the same timekeeper? A: Yes! Each timekeeper profile can track multiple historical rates — giving you complete visibility over time.
Q: How do I see rate history for a timekeeper? A: Each profile includes a full audit trail showing all submitted, approved, and rejected rates.
Q: Can vendors update submitted information without starting over? A: Yes. Vendors can now edit specific fields without needing to resubmit everything.
General counsel, legal teams, and all those who manage contracts on a daily basis, we’ve created this guide to help you calculate how much your organization could potentially save by utilizing contract management software.
Download to learn:
Key Considerations Before Getting Started With Software
The Direct Financial Impact of Contract Management Software
Efficiency Gains with Contract Management Software
Risk Management and Compliance with Contract Management Software
Considering Contract Management Software for Your Business
ROI of Contract Management Software Calculators
Other Considerations Before Choosing a Solution
Access your copy by completing the form on the right and clicking “Download Now.”
DISCLAIMER: All articles, including Measuring the ROI of Contract Management Software, provided by SecureDocs, Inc. are intended for informational purposes only and are not updated regularly. Please note that SecureDocs, Inc. is not engaged in rendering legal, accounting, or other professional services or advice, and any content provided by ContractWorks or SecureDocs is not intended to be a substitute for legal advice.
Taking on a new Corporate Counsel position can be stressful and at times overwhelming, but this guide should give you an idea of what to expect in your new role, and offer tips to help you survive and conquer the transition.
Changing jobs can be incredibly stressful. Everything you are accustomed to and familiar with changes – from your daily routine and working environment to your colleagues and responsibilities – it’s all brand new once you make the decision to start a new role.
On top of that, taking on a role as Corporate Counsel presents its own set of unique challenges, whether you’ve been promoted to the role, are joining a new company, or are making the leap from law firm to in-house counsel. No matter how you got there, stepping into your new role will likely involve a natural learning curve as you work through early speed bumps.
Download this Guide to learn more about:
What to expect as a new corporate counsel
Tips for making the most of the first few months in your new role
Tools and resources that can make daily routine easier
Access your copy by completing the form on the right and clicking “Download Now.”
Harnessing the power of contract management to reduce legal and financial risks
As General Counsel, you have dozens of things on your plate every day. Whether you’re fielding legal inquiries, negotiating contracts, advising company leadership on strategic business matters, or monitoring compliance with industry regulations, it’s likely that your schedule is filled with tasks crucial to the company’s legal health.
Given your busy calendar, it may be difficult to keep tabs on your company’s contracts. Not properly managing your contracts, however, can come with serious legal and financial risks.
Download this white paper to learn:
What poor contract management looks like
The many legal and financial risks associated with poor contract management
Simple, effective strategies for managing your contracts better – so you can avoid costly mistakes
Access your copy by completing the form on the right and clicking “Download Now.”
A guide to artificial intelligence and its impact on legal departments today.
AI-based technologies such as contract management and contract review are empowering lawyers and legal professionals to engage in higher value work, helping them to accomplish routine tasks more quickly and accurately.
This guide takes a deep dive into how artificial intelligence is actually impacting corporate legal teams, the rise of legal technology, and a look at what is to come.
Download this Guide to learn:
How AI is impacting legal departments today
Where AI helps, and where it doesn’t
Why legal teams should identify their core challenges before implementing AI technology
How to manage departmental adoption of new AI technology
What the future of contracting looks like
Access your copy by completing the form on the right and clicking “Download Now.”
Are you ready to leverage ChatGPT — the hottest topic in AI — for legal operations?
Since the release of ChatGPT, companies around the world have looked for ways to take advantage of its capabilities for their own purposes. Legal is no exception. However, ContractWorks is the first contract management software that has harnessed GPT-3 (software behind ChatGPT) potential for legal contracting.
This guide will help you learn how to use GPT-3 to achieve your contracting goals.
What’s inside?
Legal processes that GPT-3 can be used for
Contract management functions that use GPT-3
Approaches to training ChatGPT for legal ops
Tactics to ensure quality control when using ChatGPT
Solutions to privacy & ethics concerns regarding GPT-3 use
Access your copy by completing the form on the right and clicking “Download Now.”
Exploring the relationship of technology to the growing legal operations field, how certain solutions help streamline legal ops to solve common problems, and the role of general counsel in the expanding legal department.
Legal department operations have shifted over the last decade to reflect a broader, global drive toward more efficiency. Every market around the world has felt the effects of the last 10 years of soaring technological change, and the legal operations field is no exception. But legal departments are taking a multi-pronged approach to accomplish this goal of becoming more efficient to contribute to overall organizational profitability: they are onboarding specific people as well as technology solutions.
This paper explores the relationship of technology to the growing legal operations field, how certain solutions help streamline legal ops to solve common problems, and the role of general counsel in the expanding legal department.
Download this Guide to learn more about:
Where Legal Operations has been and where it’s going
Bringing on both humans and technology to make legal departments more efficient
The impact on general counsel
Access your copy by completing the form on the right and clicking “Download Now.”
