Resource Type: On-Demand Webinar

Closing the Gaps in Your Legal Hold Process

Legal hold processes often span multiple people, systems, and sources of information. Matter details live in one place, custodian information in another, while acknowledgments and follow-up may still be tracked through email. 

Those gaps can make it difficult to know what’s been completed, what still needs attention, and even harder to reconstruct what happened after the fact. 

Join Matt DenOuden and Jeffrey Solomon for a discussion on how legal teams can build a more consistent, connected approach to managing legal holds from initial notice through release. 

You’ll learn how to: 

  • Identify common gaps across the legal hold process 
  • Keep custodian information and obligations current as matters evolve 
  • Build consistency across notices, acknowledgments, reminders, and escalations 
  • Improve visibility across matter, custodian, and preservation activity 
  • Reduce manual follow-up while maintaining accountability 

This webinar is designed for Legal Ops and in-house legal teams looking to strengthen legal hold processes, improve visibility, and reduce the administrative burden of managing holds. 

 Fix Intake First: A Smarter Approach to Legal Operations.

When legal work starts in email, chat, or inconsistent request processes, it becomes harder to route work efficiently, track progress, and understand what’s coming into the department.

OnitX helps legal teams create a more structured intake experience, giving business users an easier way to request legal support while giving Legal Ops greater control and visibility behind the scenes.

Want to see how it works?

Join us for a 20-minute session to see how legal teams can:

  • Create a centralized front door for legal requests with guided, configurable intake experiences
  • Capture the right information upfront and route requests to the appropriate teams and stakeholders
  • Manage requests from intake through resolution with assignments, status tracking, activity, and automated workflows
  • Turn requests into matters when needed while carrying key information into the matter
  • Gain visibility into request volume, workload, status, and trends with reporting and dashboards

See how a more structured approach to intake can reduce manual coordination, improve the experience for business users, and give Legal Ops greater visibility into the work coming their way.

Demo: From Legal Data to Decisions: Explore Unity ELM Reporting &Analytics

Legal teams have more data than ever across matters, invoices, budgets, vendors, and outside counsel. But when answering a simple question requires pulling reports, reconciling spreadsheets, or digging through disconnected data, insights come too late.

Reporting should make it easier to understand what is happening across legal operations and act on it with confidence.

Join us for a demo of Unity ELM Reporting and Analytics and see how legal teams can:

  • Track legal spend across matters, vendors, practice areas, and timekeepers
  • Monitor budgets, accruals, actuals, rates, and adjustments in one place
  • Filter and explore reporting data to uncover the trends that matter most
  • Use Ask Unity to get answers from spend data and turn results into visualizations
  • Give Legal and Finance clearer, more consistent visibility into legal operations

This is how legal teams move from manually assembling reports to getting the insights they need to make faster, more informed decisions.

Demo – Review Legal Invoices Faster and Smarter with Spend Agent

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

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

Spend Agent changes the equation. 

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

You’ll see how Spend Agent helps legal teams: 

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

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

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

The Right Invoice: Rethinking Legal Invoice Review

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

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

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

Watch this replay conversation to explore: 

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

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

Demo – Put AI to Work on Everyday Contract Tasks

AI should do more than produce another contract summary. It should help legal teams complete the work that slows them down, from locating key terms to reviewing language and tracking upcoming renewals. 

Join us for a live demonstration of ContractWorks Premium to see how AI supports practical contract work while keeping legal professionals in control. 

You’ll see how to: 

  • Surface contract language that may require closer review  
  • Extract important dates, terms, and obligations from executed agreements  
  • Summarize contracts so stakeholders can understand key provisions faster  
  • Find clauses and agreement details without manually opening every document  
  • Manage contract requests, approvals, obligations, and renewals in one system  

See how ContractWorks Premium combines AI-assisted analysis with the workflows and repository legal teams need to manage contracts effectively. 

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

Demo – Document Management without the Silos 

When documents live across inboxes, shared drives, DMS systems, and local folders, legal work slows down—and risk goes up. 

Teams struggle to find the latest version, collaborate efficiently, or manage documents consistently at the matter level. 

Let’s change that. 

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

  • Manage documents directly within matters using OnitX’s native document management capabilities 
  • Integrate seamlessly with enterprise DMS platforms like iManage and NetDocuments—bringing external documents into the matter experience 
  • Maintain governance, permissions, and version control without disrupting existing systems 
  • Capture emails and attachments where they belong with the Onit Outlook add-in 
  • Search, retrieve, and audit documents quickly across matters and connected systems 

This is how legal teams simplify document management—without forcing a rip-and-replace strategy or creating another silo. 

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

Demo – See Onit’s Latest AI Releases in Action

Ask about spend. Act on legal requests. Automate contract review work.

Legal teams are being asked to move faster, control outside counsel costs, improve service to the business, and manage contract risk with fewer manual steps. But the information needed to do that work is often buried across reports, inboxes, intake forms, matter records, invoices, vendors, and contract repositories.

Join Onit for a product launch webinar featuring the latest AI releases across Unity ELM, Unity LSR, and ContractWorks Premium. See how Onit is bringing AI into the day-to-day work legal teams already manage, from answering spend questions and triaging legal requests to reviewing contracts and keeping contract data actionable.

In this session, you will:

  • See how Onit’s latest AI innovations are reshaping legal operations across spend management, legal intake, and contract lifecycle management
  • Explore practical applications of AI that help legal teams move from insight to action within existing workflows
  • Understand how governed data, workflow automation, and AI-assisted decision-making can improve operational performance
  • Gain a roadmap for leveraging emerging legal technology to increase efficiency, visibility, and business alignment

This is how legal teams move beyond isolated AI tools and bring intelligence directly into the workflows that drive legal operations.

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

Demo – Select Outside Counsel with Confidence: See Unity RFP in Action

Outside counsel selection has a direct impact on legal spend, matter outcomes, and business confidence in the legal function.

Yet many legal teams still manage RFPs through scattered emails, inconsistent spreadsheets, and disconnected review cycles. The result is limited visibility into pricing, inconsistent evaluations, and decisions that can be difficult to compare, defend, or repeat. 

Let’s change that.

Join us for a demo of Unity RFP and see how legal teams can:

  • Standardize how firms are invited, evaluated, compared, and selected 
  • Create competitive pricing pressure through structured bidding workflows 
  • Compare pricing, staffing plans, and proposal terms in one place 
  • Capture evaluations, communications, and award decisions in a complete audit trail 
  • Connect sourcing decisions directly to legal work and spend management 

This is how legal teams bring more structure, transparency, and accountability to outside counsel selection.

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

Rethinking the Outside Counsel RFP: What Drives Better Decisions

Most in-house legal teams still select outside counsel the same way they always have. A shortlist of familiar firms, a few calls, and a decision that comes down to relationships. That works until it doesn’t.

RFPs can help legal teams make more informed, value-driven decisions, but many departments struggle to build a process that produces meaningful results.

Jason Winmill, Chair of the Buying Legal Council and one of the legal industry’s most experienced practitioners in legal sourcing and outside counsel management, along with Onit’s legal expert Jeffrey Solomon, break down what separates RFP myth from best practice.

You will walk away knowing how to:

  • To use RFPs to gather more meaningful and comparable information across firms
  • Evaluate outside counsel on value and fit, not just cost
  • Bring more structure and consistency to outside counsel selection
  • Keep the gains from your RFP from fading once firms are selected 

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