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?
Join us for a 15-minute high-level walkthrough of the full OnitX platform and 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
This is how modern legal teams modernize operations without multiplying tools and without sacrificing flexibility.
The AI-Native Legal Solution for Seamless End-to-End Legal Operations
Unity is an AI-native legal operations framework that empowers legal teams with automation, analytics and strategic control over legal spend, compliance, contracts, and risk.
Unity builds on the same trusted foundation as SimpleLegal—your core matter management, e-billing, vendor collaboration, and spend management functionality remains intact. The workflows and capabilities your team relies on today continue to exist within the Unity framework.
What’s new is the platform’s AI-native architecture and expanded functionality. Unity is designed to support intelligent automation, enhanced insights, and ongoing innovation—enabling new features and capabilities that were not previously available in SimpleLegal. In short, Unity preserves what works today while unlocking the ability to scale, automate, and evolve your legal operations for the future.
What is “Activation”?
As you expand your use of Onit with Unity, Activation marks the beginning of a seamless next phase—designed to align with your team’s evolving needs and future growth. Unity is Onit’s AI-native legal operations suite, unifying matter management, e-billing, vendor collaboration, and spend oversight into one scalable platform built for the future of enterprise legal.
Activation to the Unity Framework jump-starts your transition to AI-native Enterprise Legal Management (ELM) by embedding industry best-practice configurations from day one—so you can spend less time planning and more time delivering value. Rather than a system migration, Activation is a seamless upgrade of your existing SimpleLegal environment to the new Unity framework, providing a proven foundation while preserving the flexibility to customize and scale as your needs evolve.
What is the activation process?
The Activation process is designed to give your team time, visibility, and support as you transition to Unity—without disrupting your current workflows.
Step 1: Access to Your Unity Sandbox
Your team will first receive access to a dedicated Unity sandbox environment. This sandbox is a copy of your existing SimpleLegal configuration, set up in a separate system so you can safely explore, test, and become familiar with the Unity experience. Your SimpleLegal administrative users will receive an email from Onit with a link to your organization’s unique Unity sandbox URL
Step 2: Sandbox Exploration Period
You’ll have a defined exploration window to navigate Unity, review configurations, and prepare your team for the transition. Details about your sandbox access timeframe will be communicated directly to your administrative users via email. If you’re unsure of your timeline, please reach out to your Customer Success Manager or Account Manager. Change management and training materials are also available in this Success Kit to support onboarding and internal enablement.
Step 3: Activation of Unity Production
Once your sandbox exploration period concludes, your Unity Production environment will be activated. This environment is connected to your existing SimpleLegal production instance, allowing your team to work in both systems if needed while onboarding to the new Unity interface. This ensures continuity and flexibility during the transition.
Step 4: SimpleLegal Sunset
At the end of the transition period, your SimpleLegal production environment will be formally sunset. The sunset date will be communicated to your administrative users via email. At that time, your team will fully transition to working in the Unity Production environment moving forward.
What Happens to CounselGO?
There are no changes to CounselGO as part of Activation. Your vendors will continue to submit invoices and collaborate through CounselGO in the same way they do today. There is no disruption to the vendor experience, no new submission process, and no additional action required from your firms. Activation to Unity does not impact how invoices are submitted or processed through CounselGO.
What Is Required from SimpleLegal Users?
To ensure a smooth and successful transition to Unity, we ask that your team take a few key steps during the Activation process:
1. Review Activation Materials
Carefully read through all Activation communications and resources provided to your administrative users, as well as the materials included in this Success Kit. These resources outline important timelines, expectations, and guidance for the transition.
2. Communicate Early with Your Team
Notify your broader team about the upcoming transition as early as possible. Proactive communication helps set expectations and minimizes disruption. A change management communication template is included below for your convenience.
3. Share Training Resources
While the Unity interface is intuitive and designed to feel familiar, we strongly recommend sharing the available training materials and resources with your team. Preparing users in advance will help ensure confidence and continuity once Unity Production is live.
4. Reach Out with Questions
If you have any questions or need additional support at any point during Activation, please contact our Support team, your Customer Success Manager, or your Account Manager. We’re here to help make this transition seamless.
5. No Technical Set up Required
You do not need to take any technical action for Activation to occur. On your scheduled Activation date, your system will automatically transition to Unity, and Onit will manage the move behind the scenes to ensure a smooth and seamless experience. Your Activation date and new Unity URL will be communicated directly to your administrative users in advance so your team knows exactly what to expect. Until then, you can continue working as usual.
Product Training and Enablement
To help your team prepare for the transition, we recommend sharing the Unity training resources in advance. These cover the updated interface, key navigation changes, and tips for getting started.
Helpful Links
Email Whitelisting Guidance
To ensure you receive all Activation and Unity-related communications, please ask your IT or email administrator to safelist Onit email domains and addresses. We recommend whitelisting the following:
For teams that prefer a guided walkthrough, Onit is offering an educational session covering Unity activation, key updates, and what’s changing (and what’s not), followed by live Q&A.
Communication is critical to a successful activation. To best support your internal teams and vendors during the rollout of Unity, below is a template designed to guide awareness, adoption, and readiness.
This template is intended to be flexible starting points. You are encouraged to tailor the language, timing, and details to reflect your organization’s voice and internal process. Clear, consistent communication will help ensure a smooth transition, minimize confusion, and set expectations ahead of go-live.
How to Use the Template
Identify the appropriate template(s) based on your audience (internal teams or vendors).
Copy and paste the selected email template into your preferred email system.
Populate any placeholder fields (e.g., [COMPANY], [go-live date], [project sponsor]) and adjust the content as needed.
Review the recipient list indicated in the To field and send the email using your preferred email system.
Best practice: When sending to a large distribution list, send the email to yourself and Bcc all recipients.
Internal Team Email Template
From: Client Implementation Lead or Project Sponsor
To: Internal Legal Team / Relevant Stakeholders
Subject: [COMPANY] Introducing Unity: Our New Legal Operations Environment
Body:
[COMPANY] is upgrading our SimpleLegal to Unity. Unity will serve as our central hub for legal work and will help streamline how we manage matters, vendors, invoices, and legal spend while improving visibility and consistency across the team.
Unity brings together our legal operations processes into a single, connected experience. This implementation supports [COMPANY]’s goals around efficiency, standardization, and improved insight into legal activity and spend.
With Unity, internal team members will be able to: – Create and manage legal matters within SimpleLegal, accessed through the Unity environment – Assign matters to approved vendors for billing and collaboration – Review invoices submitted by vendors and law firms through the Unity vendor portal, CounselGO (LEDES and PDF formats) – Apply [COMPANY]’s approval workflows and billing rules automatically – Ensure approved invoices are processed directly to Accounts Payable – Report on legal matter and spend data from a single source of truth
Unity is slated to go live in [month of designated go-live date]. Ahead of go-live, to prepare for the transition, below are the necessary training sessions. These cover the updated interface, key navigation changes, and tips for getting started.
If you have any questions about Unity or the new legal operations process, please reach out to [client implementation lead or project sponsor].
Updated Subprocessors for Unity
As part of the Unity platform and its AI-powered capabilities, new subprocessors are used to support Spend Agent and Unity e-Billing functionality. These subprocessors are listed in Table 3 on Onit’s Sub-processors page: https://www.onit.com/sub-processors/
Unity includes AI-powered features, and the applicable terms are outlined in Sections 4.6 and 12 of the Terms of Service, as well as in the Product Terms for Spend Agent and Unity e-Billing.
For the most up-to-date information, please refer to the official sub-processors page linked above. If you have any questions about the additional sub processors or the use AI, please reach out to your CSM.
Commonly Asked Questions (Q&A)
Q: What makes Unity different from heritage Onit interfaces? A: Unity introduces an AI-native, modern UI that unifies all Onit solutions—such as SimpleLegal, ContractWorks, ReadySign, CounselGO, and more—into a cohesive, scalable framework. This technical foundation allows us to continuously adapt, enhance, and update our solutions with greater speed and consistency across platforms.
Q: How does Onit ensure I’m not just activated, but adopted successfully? A: Onit’s success model includes continuous Customer Success engagement, community programs, customer advisory boards, roundtables, and feedback loops under the OnitCX umbrella.
Q: How can I extend Unity to meet unique workflow needs? A: Use Unity’s Workflow App Studio for out-of-the-box workflows or build custom automations with no code. Enhance operations further using AI Agent Studio.
Q: Where do I find training materials and release updates? A: Head to the Resource Center. Stay informed via Onit’s blog and newsroom.
Q: What is Spend Agent, and why does it matter? A: Spend Agent is an AI-native invoice review tool embedded in Unity. It automatically validates invoices against your guidelines, offers explainable AI feedback, speeds approvals, and strengthens vendor relations.
Manual invoice review is one of the most time-consuming and error-prone tasks in legal operations. Enter Spend Agent — Onit’s AI-native solution built to support, not replace, your team.
In this 20-minute demo, you’ll see how Spend Agent helps legal ops by:
Rapidly processing vendor-submitted invoices — up to 22× faster than traditional manual review.
Enforcing billing guidelines with natural-language logic — delivering 35% more accuracy in catching discrepancies and ensuring compliance.
Delivering instant, audit-ready insights — so you can act quickly and confidently.
With Spend Agent, your team spends less time buried in invoice reviews and more time driving strategic impact.
Legal spend doesn’t spiral out of control all at once. It builds quietly through patterns that go unnoticed until forecasts miss, invoices pile up, and leadership starts asking hard questions.
This easy-to-read guide helps legal operations teams recognize the early signals that drive spend higher long before it shows up in a budget review. It explores how disconnected systems, manual review, and lagging insight contribute to unpredictability, and why teams often feel blindsided even with years of data at their fingertips.
You’ll walk away with a clearer understanding of where legal spend pressure actually starts, how it accelerates, and what separates reactive legal reporting from earlier, more confident decision-making.
In this guide, you’ll learn how to:
Identify early signals that quietly drive legal spend upward
Understand why traditional reporting catches problems too late
Recognize patterns across intake, matters, and invoices that indicate rising risk
See where manual review creates blind spots instead of control
Understand how AI-native approaches are changing when and how spend insight shows up
This guide is designed for legal ops leaders who want greater predictability without adding more process, more people, or more noise.
Date & Time: Tuesday March 10th | 6:30 – 9 pm | Dear Irving at Hudson Yards
Unwind during Legalweek with cocktails and hors d’oeuvres with Onit & Morae!
Legalweek moves fast. This is your chance to slow things down.
Join the Onit and Morae teams for a relaxed happy hour featuring handcrafted cocktails and elevated hors d’oeuvres in a conversation-first setting designed for easy connections.
Expect a casual evening with light bites, great drinks, familiar faces, and no formal agenda. It’s simply a chance to step away from the conference and reconnect.
We look forward to raising a glass with you.
If you’re attending Legalweek, we’d also love to connect in other ways throughout the week:
Visit us on the expo floor
Onit — Booth #152
Morae — Booth #225
Attend our speaking sessions:
Onit
Tuesday, March 10 | 11:30 AM – 12:30 PM Operational Maturity in Legal Ops: Turning Innovation into Execution
Morae Wednesday, March 11 | 11:30 AM – 12:30 PM Ready for the Front Line: Aligning Policies, Procedures & Tech with Enterprise Risk
Thursday, March 12 | 12:45 PM – 1:45 PM Back to the Future: How Your Legal Tech History Shapes Future Adoption
Whether at the happy hour, our booths, or a speaking session, we hope to see you.
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
Legal budgets and accruals shouldn’t run on follow-up emails and end-of-month stress.
When legal and finance teams don’t have a reliable process to track budgets and accruals, things get messy—fast. You’re left reacting to late updates, surprise invoices, and misalignment with law firms and accounting.
Let’s change that.
Experts discuss Onit’s budget and accrual automation and see how legal teams can:
Automate both budget requests and accrual collection in one workflow
Set custom schedules for law firm notifications and reminders
Compare budgets vs. accruals in real time—no more guessing
Improve vendor accountability and reduce manual follow-ups
Give Finance accurate numbers, faster
This is how you get proactive about legal spend—without spreadsheets, stress, or chasing law firms.
Legal ops teams don’t need more data. They need the right data. The kind that clearly shows leadership how legal contributes to the business.
This quick cheat sheet highlights the core reporting metrics legal ops teams rely on to show control, efficiency, and credibility without overcomplicating their reports.
Inside the guide, you’ll find:
Spend to budget metrics that demonstrate financial control
Billing compliance metrics that reduce friction and rework
Vendor mix and performance metrics that turn outside counsel management into measurable outcomes
And more!
Use this cheat sheet to guide your next report, quarterly review, or leadership conversation and keep your reporting focused on outcomes, not noise.
If vendor management feels harder than it should, it probably is.
Invoices come in from everywhere. Approvals stall. Firms follow up on payments. Finance wants answers you can’t pull quickly. None of that is unusual. But it is a sign your current process is creating friction behind the scenes.
This quick checklist helps legal ops teams spot where vendor management breaks down and what those gaps are really costing you in time, money, and credibility.
In this checklist, you’ll get a sanity-check on:
How invoices enter your system and who owns approvals
Whether billing rules are enforced before errors hit your budget
Where payment delays are hurting vendor relationships
If your vendor and spend data can actually be trusted
If your team is still chasing invoices or managing vendors in spreadsheets, this checklist is a good place to start.
Legal departments are under pressure to do more with less: tighter budgets, rising workloads, and fast-moving expectations around generative AI.
Harbor’s latest benchmark data shows decisive shift toward AI adoption, tighter spend expectations, and a more strategic operationally mature legal function.
In this webinar, experts from Harbor and Onit break down what the data reveals and what it means for your legal ops teams. You will learn:
How legal departments are moving from AI exploration to structured, governed use
How your peers are reallocating inside and outside counsel spend
Where legal teams are deploying AI and the next wave of high-impact use cases
A practical roadmap for aligning your department’s priorities to the moves that high-performing legal ops teams are making
This session delivers clear, data-backed insights for legal ops professionals, finance leaders, and executives shaping the future of legal operations.
Speakers:
Kevin Clem, Chief Growth Officer, Corporations and Community at Harbor
Jeff Solomon, VP, GTM Strategy & Alliances at Onit
