Matter Management

Control your Matters

Onit’s Matter Management solution delivers visibility about your overall matter portfolio and provides real-time data and dashboards so you can monitor and track all your matters throughout their lifecycle. Legal team members have immediate access to critical matter, financial and performance metrics through simple information collection, management and workflow.

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House relevant data for legal matters in one location.

120

Countries employ Onit technology

10K

Law firms and legal vendors use Onit’s BillingPoint service

300+

Employee, partners and customers are certified

"The team enhanced spend management capabilities to enable the ops team to work smarter, depreciating matter management 'systems' like spreadsheets and SharePoint lists in favor of one ELM system of record that actually allowed for creating common processes and automation."

PayPal

Track Legal Matters in One Location

Onit delivers clarity about your overall matter portfolio and serves as a system of engagement for your legal team.

Custom Intake & Matter Forms

Create custom intake and data forms for multiple matter types (i.e. litigation, employment, intellectual property, claims, etc.)

Outlook Integration

Synchronize matter information between Outlook and the associated Onit matter.

Robust Search

Utilize full-text search on all information—including documents, transaction details, emails or notes.

Flexible Workflow

Configure workflows relative to the matter type, dollar amount or by specific business rules.

Data Management

Critical matter information, including tasks, documents, and notes can be captured in just one click.

Email Notifications

Updates can be sent to matters within Onit through an assigned unique email address and team members are kept up to date with email notifications.

Reporting & Analytics

Create dashboards to manage matters by type, location or geography.

Manage Budgets & Spend

Reduce cost by tracking budgets and spend by matter, matter type, or law firm.

Mobile Access Anywhere

Access all functionality and approve matters from mobile phones or smart devices.

Centralized Storage

All matter and matter-related information is stored in one central repository making it easily accessible.

Guaranteed Compliance

Legal matters and documents are consolidated to enforce consistency and compliance.

The Power of the Platform

Onit’s Matter Management solution is a truly collaborative and innovative approach to legal matter management. Built on Onit’s flexible and robust Apptitude platform, an innovative workflow process automation engine, the platform is highly configurable and can be adapted to solve the unique needs of the most innovative legal departments, including legal spend management, enterprise legal management and contract lifecycle management. Apptitude empowers your legal team to solve real business problems fast, without the need for costly IT infrastructure. An additional advantage is that multiple Onit offerings can be combined and tightly integrated to build comprehensive legal operations solutions.

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Matter Management Resources

ADM Case Study - Partnering To Extend Each Of Legal Operations Innovations

Driving Savings, Process Efficiency and Collaboration in the Legal Department in a Post-COVID-19 Environment

Onit Named as a Leader in IDC MarketScape Reports for Enterprise Legal Management and Matter Management