Resource Type: On-Demand Webinar

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.

From Legal Spend to Deal Intelligence 

On-Demand Webinar 

Fund managers are under increasing pressure to explain legal spend in the context of deal and fund performance, and how they’re managing that overhead. 

Join Onit for a demo of our Fund Spend Intelligence and see how firms can standardize legal spend within a deal-centric framework that helps legal, finance, and investment teams report, compare, and act on spend consistently.  

In this session, you’ll see how teams can: 

  • Gain deal-level visibility into legal spend  
  • Track spend across diligence, closing, integration, and exit  
  • Compare legal costs across deals and portfolio companies  
  • Improve vendor oversight and outside counsel management  

Demo – Track, Enforce, Optimize: Modern Vendor Management with Unity ELM 

When legal teams lack visibility into vendor performance, billing behavior, and matter history, it’s hard to make informed decisions or enforce accountability. 

You end up reacting to billing surprises, chasing updates across email, and guessing which firms are actually delivering value. 

Let’s change that. 

Watch this on-demand demo to see how legal teams can: 

  • Centralize vendor profiles, matter history, and spend details in one system  
  • Track performance, billing compliance, and engagement history  
  • Enforce staffing rules, rates, and billing guidelines with AI-assisted review  
  • Collaborate with outside counsel directly within the matter record  
  • Use real-time insights to make smarter vendor and panel firm decisions  

This is how legal teams build a more connected, accountable vendor strategy without the manual mess. 

Demo- Gain Real-Time Visibility into Legal Operations 

The business expects clear answers on legal spend, performance, and risk. Most teams cannot deliver them quickly.

Reporting is often fragmented across systems, delayed, or requires manual effort to pull together. As a result, legal struggles to answer even basic questions with confidence.

Want to see how to change that?

Watch this on-demand demo of OnitX Reporting & Visibility and see how legal teams can:

  • Access real-time dashboards to track matters, spend, and performance across the enterprise
  • Generate and schedule reports automatically without manual data pulls
  • Drill down from high-level metrics into detailed matter and financial data
  • Leverage flexible reporting formats, including dashboards, grid reports, and Tableau integration
  • Create a single source of truth for legal operations, financials, and performance

Access the demo anytime and see how legal teams move from reactive reporting to strategic visibility, backed by data they can trust.

Understand Your Legal Workflow First. Then AI.

Your AI initiative isn’t failing because your team resists change. It’s failing because the workflow it sits on was never designed to scale.

Jeffrey Solomon from Onit and Matthew Burdman from Colgate-Palmolive share a candid discussion on what legal ops transformation actually requires. Drawing on Onit’s legal ops maturity model and Matthew’s experience leading legal ops at a global organization, this session offers a practical perspective on how teams are approaching workflow, technology, and AI in the real world.

Your takeaways:

  • Where process failure is masquerading as an adoption problem
  • Why your people are the first investment, not the last consideration
  • How teams are prioritizing workflows, tools, and AI based on business goals
  • How to measure and communicate impact 

You’re not behind because you lack ambition. Many teams are working through the same challenges. This session shares how one legal ops leader has approached them and what others can take from that experience.

Speakers:

Matthew Burdman, Director, Global Legal Operations, Colgate-Palmolive Company

Jeff Solomon, VP, GTM Strategy & Alliances at Onit

Demo – Unity ELM: See Matter Management in Action

Legal shouldn’t have to dig through email chains, spreadsheets, or shared drives to get answers.

When matters are tracked manually—or not tracked at all—it’s hard to understand who’s doing what, what’s urgent, and where things stand. Without a clear system, work slips through the cracks and legal becomes reactive.

Let’s fix that.

Join us for a 20-minute demo of Unity ELM’s Matter Management capabilities and see how legal teams can:

  • Centralize all legal matters in one searchable, structured system
  • Track matter status, ownership, deadlines, and key documents
  • Improve collaboration across in-house teams and outside counsel
  • Get better visibility into legal workload, trends, and priorities

This is how you bring order, clarity, and control to legal work—without the manual mess.

The ELM Platform Built for Modern Legal Operations

Ask better questions. Act with confidence. Automate what slows legal down.

Legal operations teams are playing an increasingly strategic role inside the business. One industry report notes that legal departments now identify technology strategy (80%), financial management (72%), and outside counsel/vendor management (62%) as top priorities for the year ahead.

That shift requires a different kind of legal operations platform.

Most enterprise legal management systems force teams into complex implementations and capabilities they may not need yet.

Unity takes a different approach.

Legal teams can start with the operational foundations they rely on every day through Unity ELM, including:

  • Matter management
  • Legal spend management
  • Vendor management
  • Robust reporting and financial controls

From there, teams can extend their operations across the Unity platform—designed to help legal teams Ask, Act, and Automate.

  • Ask with Ask Unity beta, generating instant insights into matters, spend, and outside counsel performance.
  • Act with Unity Intake, capturing and routing legal service requests through structured workflows.
  • Automate with Unity ELM, applying billing guidelines, managing budgets and approvals, and using AI-assisted invoice review to reduce manual work.

See how a connected legal operations platform can scale with your legal team today and tomorrow, all without switch tools.

Demo- From Fragmented Tools to a Unified, Configurable Platform

When legal departments rely on disconnected tools for intake, matter management, billing, reporting, and compliance, complexity compounds quickly.

Data becomes fragmented. Integrations require constant maintenance. Reporting lacks consistency. And legal operations spend more time managing systems than driving strategy.

OnitX replaces fragmented point solutions with a single, enterprise-grade legal operations platform designed to scale with your department, align with your enterprise architecture, and adapt to how your legal team actually works.

Want to see how it works in practice?

Watch this on-demand demo to see how enterprise legal teams can:

  • Unify legal service requests, matter management, spend management, CLM, Legal Holds, custom workflows, and financial governance in one configurable platform
  • Adapt workflows, approvals, fields, and processes without heavy IT dependency
  • Connect seamlessly with ERP, HRIS, DMS, and identity systems without integration sprawl
  • Gain real-time visibility into work, spend, and performance across regions and business units

Access the full demo anytime and see how modern legal teams modernize operations without multiplying tools or sacrificing flexability.

Spend Agent in Action: Automate Legal Invoice Reviews for Speed, Compliance, and Clarity

Manual invoice review is one of the most time-consuming and error-prone responsibilities in legal operations. When reviews rely on manual checks and disconnected systems, delays, inconsistencies, and compliance gaps are almost inevitable. 

It doesn’t have to be that way. 

In this on-demand demo, see how Spend Agent, Onit’s AI-native solution, helps legal teams review invoices faster, enforce billing guidelines more accurately, and gain instant visibility into spend. 

You’ll see how to: 

  • Process vendor-submitted invoices up to 22× faster than traditional manual review 
  • Enforce billing guidelines using natural-language logic 
  • Catch discrepancies with 35% greater accuracy 
  • Generate instant, audit-ready insights for confident decision-making 

With Spend Agent, your team spends less time buried in invoice reviews and more time focused on strategic impact. 

The Spend Spiral: Using AI for Legal Spend Review

AI is increasingly used in legal spend management, but not every approach delivers value.

Experts from Onit discuss AI spend management in legal operations. The session will focus on how experienced Legal Ops teams use AI to support invoice review and forecasting while keeping humans in control and maintaining credibility with Finance.

You’ll learn:

  • Where AI is most effective in the invoice review process, and where human judgment should remain
  • How Legal Ops teams structure review workflows, including when automated review makes sense
  • How teams prioritize vendors or invoices when rolling out AI
  • How to introduce AI in a way that preserves trust with outside counsel

This webinar is designed for Legal Ops leaders who want tighter spend control, clearer ROI, and a defensible approach to AI.

Speakers:

Jean Yang, Vice President, GTM Strategy & AI Transformation at Onit

Jeff Solomon, VP, GTM Strategy & Alliances at Onit