Archives: Resources

Is It Worth the Risk? How to Implement a World Class Defensible Legal Hold Process

Posted on October 16, 2026 by -

$642,337.65 in attorneys’ fees and costs, ordered over lost text messages in a single spoliation dispute.
Source: Oakley v. MSG Networks Inc.

Legal holds help organizations preserve potentially relevant information when litigation, an investigation, or another preservation obligation is reasonably anticipated. Yet many legal teams still manage this critical process through email, spreadsheets, and disconnected systems. A missed custodian, an unacknowledged notice, or an incomplete record can make it harder to demonstrate that reasonable preservation steps were taken.

This white paper examines how legal hold standards have evolved, where manual processes commonly break down, and how purpose-built technology can help Legal manage holds with greater consistency, visibility, and control. It also lays out a five-stage operating model for building a defensible process, from governance through release and audit.

In this white paper, you’ll find:

  • How the legal hold standard evolved: from Zubulake v. UBS Warburg in 2004 to the 2015 amendment to Rule 37(e), and why preservation now has to cover a much broader information environment
  • Where manual processes break down: the most common gaps, from outdated custodian lists to untracked acknowledgments and missed role changes, and why they are hard to explain after the fact
  • A five-stage operating model: Govern, Trigger and Scope, Notify and Confirm, Monitor and Adapt, and Release and Audit
  • Nine essential features to know before buying legal hold software: a practical checklist for evaluating any platform beyond notice distribution
  • How to measure the business case: the baselines Legal should set for administrative effort, acknowledgment time, overdue actions, overlapping holds, and audit-record preparation

This white paper is designed for General Counsel, legal operations leaders, and litigation and compliance professionals who want to understand what makes a legal hold process defensible, and whether their current approach will hold up as preservation obligations grow more complex.

Better Bill GPT: What Happens When AI Outperforms Human Invoice Reviewers

Posted on October 15, 2026 by -

Legal invoice review has traditionally relied on people to interpret billing guidelines, review individual line items, identify potential issues, and decide what actually warrants action.

But what happens when AI can take on more of that review?

 New research from Onit compared large language models against legal invoice reviewers, and the results challenge some real assumptions: AI reached 92% accuracy on invoice approval decisions, against a 72% ceiling for experienced lawyers. That raises a bigger question for legal teams: What should AI handle, and where does human judgment still matter most?

Join us for a thought leadership discussion exploring the findings from the Better Bill GPT research and what they could mean for the future of legal invoice review. 

You’ll learn:

  • What the research reveals about AI and human performance in legal invoice review 
  • Why consistency remains a challenge in traditional invoice review processes 
  • Where AI can help legal teams focus attention on the issues that matter most 
  • Why identifying a billing issue and deciding what action to take are two different things 
  • Where human judgment, context, and outside counsel relationships still matter 
  • How legal teams can think about balancing AI, human oversight, and automation 

As AI becomes more capable of reviewing legal invoices, the question is no longer simply whether the technology can do the work. It’s how legal teams should use it.

Speaker: Nicole Lincoln, Principal Legal AI Researcher

Onit MCP

Posted on September 30, 2026 by -

Your legal system of record, accessible to your AI.


Your team has standardized on an AI assistant for daily work, but it has no access to the data that actually drives your legal decisions: matters, invoices, vendors, contracts, spend, and approvals living in Onit. Onit MCP bridges that gap, letting your AI assistant ask questions about your legal operations and get answers in seconds, all while respecting the exact permissions and audit trails you’d have in Onit itself.

Download the datasheet to see how Onit MCP connects your AI assistant to Onit data with the same governance and audit trail as a UI action, plus real example questions legal teams are already asking.

In this datasheet, you’ll learn about:

  • Connecting one server to ChatGPT, Claude, Microsoft Copilot, or Gemini without per-platform engineering
  • How every MCP call executes as the authenticated user and logs identically to a UI action
  • Why Onit hosts and manages the server, so your IT team has nothing new to stand up
  • Real questions legal teams use to review invoice activity, check billing authorizations, look up timekeepers, and find matters
  • Why read-only access protects your data today, with write tools for matters, spend, and approvals on the roadmap

Demo – How You Can Manage Outside Counsel in One System

Posted on September 30, 2026 by -

Want to eliminate the back-and-forth with law firms and take control of legal spend in one platform?

In this demo, you’ll see how legal teams use a single, connected workflow to manage matters, outside counsel collaboration, budgets, accruals, invoices, and spend visibility, all in one place. 

No disconnected systems. No version chaos. No invoice surprises. 

What you’ll see in this demo:

Collaborative Litigation & Matter Management

  • Open and manage matters with full visibility into scope, status, and ownership
  • Tie every matter directly to approved budgets and spend in real time
  • Share documents, status updates, and scope changes in one secure portal
  • Track spend by matter, firm, and practice area without manual reporting

Connected Law Firm Collaboration, Relationship Management & Finance Alignment

  • Automate outside counsel guidelines through billing rules and workflows
  • Reduce invoice rejections and billing disputes before they happen
  • Streamline the accrual process with automated expense matching for Finance
  • Give Legal and Finance shared, real-time visibility into committed and actual spend

See how Unity brings matters, outside counsel, and legal spend together so your team can collaborate more effectively, improve financial visibility, and make more informed decisions.

From Invoice Review to Spend Insights: See AI-Powered Legal Spend Management

Posted on September 30, 2026 by -

Legal teams need to do more than control individual invoices. They also need to understand where legal spend is going, what’s driving it, and where action may be needed.

But reviewing invoices line by line and digging through reports to answer spend questions can make it difficult to see both the details and the bigger picture.

AI can help legal teams do both.

Join us for a demo of Spend Agent and Ask Unity to see how Onit brings AI into legal spend management, from reviewing individual invoices to uncovering insights across your legal operations.

See how legal teams can:

  • Review invoices against billing guidelines and matter-specific engagement terms
  • Identify potential billing issues and move from findings to recommended financial adjustments
  • Choose the right level of automation and human oversight based on vendor and business needs
  • Use Ask Unity to ask questions about invoices, spend, matters, vendors, budgets, accruals, and more
  • Turn legal data into insights and visualizations to better understand spend trends and performance

This is how legal teams move from individual invoice review to a broader understanding of legal spend, with AI helping them strengthen control and make more informed decisions.

Better Bill GPT: How LLMs Performed Against Human Legal Invoice Reviewers 

Posted on September 29, 2026 by -

92% invoice-level accuracy, compared to 72% for experienced lawyers. 22x faster than manual review. 
Source: Better Bill GPT, arXiv:2504.02881 

Legal invoice review is difficult to scale. A single invoice can contain hundreds of charges, each of which needs to be checked against billing guidelines, engagement terms, approved rates, and matter-specific instructions. As volume grows, maintaining that level of scrutiny across every invoice gets harder. 

Onit’s AI Center of Excellence set out to test whether large language models could help. The study pitted six general-purpose LLMs against experienced lawyers, early-career lawyers, and experienced legal operations professionals, all reviewing the same 50 invoices and 492 line items against a standardized set of billing guidelines. The results: the top-performing models outperformed experienced lawyers on accuracy, speed, and cost. 

In this white paper, you’ll find: 

  • The full accuracy comparison: 92% invoice-level accuracy compared to 72% for experienced lawyers, plus the wider methodology behind that number 
  • Why the gap widened even further at the line-item level, where the best-performing model scored nearly double the top human reviewers 
  • The complete speed and cost breakdown behind the “22x faster” figure, including per-invoice processing cost 
  • What happened when human reviewers used discretion instead of strictly enforcing billing guidelines 
  • Five governance questions legal teams should answer before increasing automation in invoice review 

This white paper is designed for General Counsel, legal operations leaders, and finance professionals who want to understand where AI can reliably support invoice review, and where human judgment still needs to lead. 

Spend Agent ROI

Posted on September 25, 2026 by -

AI-Powered Invoice Review for Legal Teams


Spend Agent validates outside counsel invoices against your billing guidelines, line by line, catching issues that keyword-based invoice validation tools miss. Published research from Onit’s AI Center of Excellence shows Spend Agent reviews invoices more accurately and faster than human reviewers.

Download the datasheet to see how Spend Agent achieves 92% invoice-level accuracy and 81% line-item accuracy, 50 to 80 times faster than human review, with real invoice examples and a breakdown of how Auto and Sentry modes fit your workflow.

In this datasheet, you’ll learn about:

  • Published accuracy benchmarks (92% invoice-level, 81% line-item) compared to experienced and early-career lawyers
  • How Auto Mode and Sentry Mode give you a configurable path from human review to full automation
  • Real invoice examples showing how Spend Agent catches block billing, vague descriptions, and duplicate billing that traditional IVR tools miss
  • Compliance and deployment details, including EU AI Act and ISO 42001 compliance, with no new vendor or data migration required
  • The research behind the results, published by Onit’s AI Center of Excellence

ContractWorks Premium

Posted on September 23, 2026 by -

Move contracts forward from first draft through renewal.


ContractWorks Premium is a contract lifecycle management platform built for legal teams that need to move faster without losing control. From drafting and negotiation through approvals, execution, and renewal, it covers the full contract lifecycle in one intuitive system.

Download the datasheet to learn how ContractWorks Premium helps legal teams reduce manual work, standardize contracting, and stay in control of every agreement from first draft through renewal.

In this datasheet, you’ll learn about:

  • Draft compliant agreements faster with pre-approved templates and automated document generation
  • Collaborate on redlines and comments in real time with full Microsoft Word compatibility
  • Route contracts through automated approval workflows with no limit on approvers
  • Track obligations, key dates, and renewals with centralized reporting and automated alerts
  • Search across contracts with OCR in-text search and flexible custom metadata

The First-Pass Framework for Legal Invoice Review

Posted on September 15, 2026 by -

A practical guide to AI-assisted legal invoice review 

Legal invoice review is not one task. Some decisions are objective checks. Others depend on billing guidelines, engagement terms, or professional judgment. Treating every decision the same can create inconsistent reviews, unnecessary manual work, or automation without the right oversight. 

The First-Pass Framework gives legal operations teams a practical operating model for assigning each invoice decision to the form of review best suited to it. It explains where deterministic controls work best, where contextual AI can provide a useful first pass, and where people should retain decision-making authority. 

In this guide, you’ll learn how to: 

  • Distinguish objective controls, contextual first-pass review, and human judgment 
  • Establish a clear hierarchy for general, vendor-specific, and matter-specific billing guidance 
  • Choose an appropriate oversight approach by vendor or invoice population 
  • Separate findings, recommended adjustments, accepted adjustments, and realized savings 
  • Use the included governance worksheet to map one vendor or invoice population  

This guide is designed for legal operations leaders who want to improve invoice quality, strengthen billing compliance, and adopt AI without removing the judgment and accountability the process requires.