Archives: Resources

Demo – Real-Time Control: How Legal Ops Teams Automate Budgets + Accruals

Date & Time: Thursday, February 12th | Time: 1 PM ET

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.

Join us for a 20-minute demo of 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.

Speaker: Ben Kattenburg, Sales Engineer

Metrics that matter: A reporting cheat sheet for Legal Ops

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.

Download the guide

Vendor Management Without the Headaches

A quick self-check for legal ops teams

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 Ops Predictions: Where AI, Legal Spend, and Strategy Are Headed

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

Demo – The Modern Legal Vendor Playbook: Track, Enforce, Optimize

Date & Time: Wednesday, January 14th at 1 pm EST

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

You end up reacting to billing surprises, struggling to track firm performance, and guessing who’s actually delivering value.

Let’s change that.

Join us for a 20-minute live demo of Onit’s vendor management features and see how legal teams can:

  • Centralize law firm and vendor details in one easy-to-manage system
  • Track performance, billing compliance, and engagement history
  • Enforce staffing rules and billing guidelines automatically
  • Optimize panel firm selection with real-time vendor insights

This is how you build a smarter, more accountable vendor strategy—without the manual mess.

Speaker:

Ben Kattenburg, Sales Engineer

Connected Legal Operations Starts with the Right Foundation

Make Your Move Legal Ops Maze _ Cover Image

A practical guide to building legal operations that connect spend, data, and decision-
making.

Legal teams are expected to deliver clearer insight and stronger control while managing
growing complexity. Disconnected systems make that harder than it needs to be.

This guide outlines what connected legal operations look like in practice and how
enterprise legal management supports visibility, coordination, and better decision-
making across the legal function.

You’ll learn:

  • What connected legal operations really mean day to day
  • How enterprise legal management brings spend, matters, and reporting together
  • Why disconnected tools slow insight and planning
  • The foundational capabilities modern legal teams rely on

Built for legal operations leaders and in-house legal teams responsible for visibility,
reporting, and planning.

Download the guide

Simplify Legal Matters: See Matter Management in Action

At Onit, we know legal and finance teams shouldn’t have to live in a cycle of last-minute updates, endless reLegal teams shouldn’t have to dig through email chains, spreadsheets, or shared drives just to understand what’s happening with their matters. But when matters are tracked manually — or not tracked at all — visibility disappears, priorities blur, and legal teams are forced into a reactive mode of work.

Let’s fix that.

In this on-demand demo, you’ll see how SimpleLegal’s Matter Management helps legal teams bring structure, clarity, and control to every matter — all in one centralized system.

You’ll see how to:

  • Centralize all legal matters in one searchable, structured platform
  • Track matter status, ownership, deadlines, and key documents with ease
  • Improve collaboration across in-house teams and outside counsel
  • Gain clear visibility into legal workload, trends, and priorities
  • Reduce risk by ensuring nothing slips through the cracks

Whether you’re managing a growing volume of matters or looking to move beyond spreadsheets and inboxes, this demo shows how modern matter management helps legal teams work smarter — without the manual mess.

Watch the on-demand demo and see how SimpleLegal brings order, clarity, and control to legal work.

Enterprise-grade support for evolving legal operations

Enhanced and Premium Support help global teams sustain progress, accelerate improvements, and scale Onit with control.

Legal departments operating at scale need more than ticket resolution. They need a support model purpose-built for complexity, governance, and growth.

These service tiers offer the capacity, responsiveness, and strategic alignment required to evolve enterprise workflows without disruption

  • Structured support model aligned to your internal pace of change
  • Expert partnership for enhancements, integrations, and roadmap execution
  • Faster response and prioritized issue handling for critical operations
  • Built-in governance to guide progress and support transformation
  • Ideal for organizations treating Onit as core infrastructure, not a point solution