Archives: Resources

Demo – Review Legal Invoices Faster and Smarter with Spend Agent

Posted on August 12, 2026 by -

Legal invoice review should not depend on how much time your team can spare. 

Yet many legal teams still rely on reviewers to manually sort through line items, interpret billing guidelines, and explain every dispute. The result is a slow, inconsistent process that makes it harder to control spend without straining outside counsel relationships. 

Spend Agent changes the equation. 

Join us for a 20-minute live demo to see how Onit’s AI agent reviews legal invoices line by line, applies billing guidelines in context, and gives your team the clarity to act faster and with greater confidence. 

You’ll see how Spend Agent helps legal teams: 

  • Surface AI-generated invoice summaries that focus reviewers on what matters 
  • Validate invoices against budgets and accruals before approval 
  • Identify billing issues with clear explanations tied to specific guidelines 
  • Accelerate review while strengthening compliance and financial control 
  • Quantify savings opportunities and improve visibility into legal spend 

Spend Agent delivers 92% invoice-level accuracy and 81% line-item accuracy, with review speeds 50 to 80 times faster than human reviewers. It does not replace judgment. It gives your team better analysis earlier in the process so they can make the right call faster. 

See what invoice review looks like when every line gets the attention it deserves. 

The Right Invoice: Rethinking Legal Invoice Review

Posted on August 12, 2026 by -

How AI, business rules, and human judgment can create a smarter approach to invoice review 

Legal invoice review is about more than finding savings. It’s about ensuring every invoice is accurate, compliant, and aligned with your organization’s expectations without consuming valuable attorney time. 

As AI takes on a greater role in legal operations, teams have an opportunity to rethink how invoice review gets done and where human judgment adds the most value. 

Watch this replay conversation to explore: 

  • What it means to focus on paying the right invoice, not simply paying less 
  • How AI and business rules can work together to enforce billing guidelines more consistently 
  • How engagement documents and matter-level requirements can add context to invoice review 
  • Where automated adjustments can reduce manual effort while maintaining human oversight 
  • How a smarter first pass can improve invoice quality, compliance, governance, and attorney efficiency 

You’ll also hear how Spend Agent puts this approach into practice, using AI analysis and deterministic business rules to identify issues earlier and focus human review where judgment is actually needed. 

OnitX LSR: A Smarter Legal Front Door

Posted on August 3, 2026 by -

Faster intake, answers, and triage for in-house legal teams.

Legal teams are under pressure to respond faster, reduce administrative burden, and give the business a clearer path to legal support. But requests often arrive through scattered emails, chat messages, incomplete forms, and informal side channels. OnitX LSR brings structure, intelligence, and control to legal intake with an AI-guided experience that helps business users get answers, submit structured requests, and track outcomes—while giving Legal a centralized view of demand, ownership, and status across the intake lifecycle.

Download the datasheet to see how OnitX LSR standardizes intake, uses AI to guide business users to the right next step, and gives Legal Ops end-to-end visibility into requests, interactions, and outcomes.

In this datasheet, you’ll learn about:

  • Standardized, configurable intake forms that capture the right information before work reaches Legal
  • AI-guided self-service that answers common policy and process questions from approved company knowledge
  • Auto-routing and triage so the right requests reach the right team at the right time
  • Role-based dashboards for admins, legal, and business users with real-time status visibility
  • Connect intake to SimpleLegal or ContractWorks to move approved requests into spend and contract workflows

OnitX Matter Management: Collaborative Matter Engagement

Posted on August 3, 2026 by -

Clarity, collaboration, and configurability across the matter lifecycle.

An overwhelming volume of matters can lead to confusion, duplicated work, and a lack of trust across the organization. OnitX Matter Management gives the broad clarity your matter portfolio needs, engaging your entire legal team through powerful collaboration and workflow capabilities and delivering visibility and insight into matters throughout their lifecycle. It ensures the right work is guided to the right expertise, with a configurable system of record that adapts to how your legal department operates.

Download the datasheet to see how OnitX Matter Management centralizes matter data, streamlines workflow, and delivers real-time insights across your entire legal portfolio—on a secure, enterprise-grade platform.

In this datasheet, you’ll learn about:

  • A complete legal matter management repository that captures 100% of matters and law department value
  • Real-time data and dashboards to monitor internal and external matters throughout their lifecycle
  • Configurable intake and data forms with context-sensitive and conditional data capture
  • Deep integration with Microsoft Office, Google, and third-party solutions so work happens where teams already work
  • A configured, highly secure system of record for sensitive matter information, backed by SOC II, HIPAA, and GDPR-aligned controls

Customer Only: When Does a Formal RFP Create the Most Value?

Posted on July 30, 2026 by -

A formal RFP can bring greater structure, competition, and accountability to outside counsel selection. But not every matter justifies the additional process.

Join other Unity ELM customers for a facilitated discussion on when an RFP creates meaningful business value, when a lighter approach may be more effective, and how legal teams are putting practical governance in place.

We’ll discuss how to:

  • Identify the matters and initiatives that benefit most from a formal RFP
  • Choose between a matter-specific RFP, panel review, rate negotiation, or reverse auction
  • Set practical RFP thresholds and establish a clear process for exceptions
  • Define responsibilities across Legal, Legal Operations, Procurement, and Finance
  • Address resistance from internal attorneys and incumbent firms
  • Align the process with business outcomes such as cost control, predictability, panel consolidation, and access to new capabilities

Hear how other legal teams are balancing structure with efficiency, maintaining strong firm relationships, and building RFP processes their organizations will follow.

This is not a product presentation. It is an opportunity to compare approaches, learn from other Unity ELM customers, and discuss a scenario from your own organization

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.

Demo – Put AI to Work on Everyday Contract Tasks

Posted on July 28, 2026 by -

AI should do more than produce another contract summary. It should help legal teams complete the work that slows them down, from locating key terms to reviewing language and tracking upcoming renewals. 

Join us for a live demonstration of ContractWorks Premium to see how AI supports practical contract work while keeping legal professionals in control. 

You’ll see how to: 

  • Surface contract language that may require closer review  
  • Extract important dates, terms, and obligations from executed agreements  
  • Summarize contracts so stakeholders can understand key provisions faster  
  • Find clauses and agreement details without manually opening every document  
  • Manage contract requests, approvals, obligations, and renewals in one system  

See how ContractWorks Premium combines AI-assisted analysis with the workflows and repository legal teams need to manage contracts effectively. 

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.

Demo – Document Management without the Silos 

Posted on July 15, 2026 by -

When documents live across inboxes, shared drives, DMS systems, and local folders, legal work slows down—and risk goes up. 

Teams struggle to find the latest version, collaborate efficiently, or manage documents consistently at the matter level. 

Let’s change that. 

Join us for a 20-minute live demo of OnitX Document Management and see how legal teams can: 

  • Manage documents directly within matters using OnitX’s native document management capabilities 
  • Integrate seamlessly with enterprise DMS platforms like iManage and NetDocuments—bringing external documents into the matter experience 
  • Maintain governance, permissions, and version control without disrupting existing systems 
  • Capture emails and attachments where they belong with the Onit Outlook add-in 
  • Search, retrieve, and audit documents quickly across matters and connected systems 

This is how legal teams simplify document management—without forcing a rip-and-replace strategy or creating another silo. 

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.

Unity ELM Data as a Service

Posted on June 25, 2026 by -

Access Unity ELM data where your business analyzes and reports.

Legal data is most valuable when it can be used alongside the rest of the business. Data as a Service gives Unity ELM customers secure, scalable access to their legal operations data, making it easier to connect Unity ELM into enterprise data warehouses and BI tools.

Download the datasheet to learn how Unity ELM Data as a Service connects legal operations data to enterprise reporting, analytics, and BI platforms your business already uses.

In this datasheet, you’ll learn about:

  • Ingest Unity ELM data into enterprise warehouses like Snowflake and RDS
  • Build dashboards and analytics in Tableau, Power BI, Excel, and other OData-compatible tools
  • Reduce reliance on manual exports, custom reports, and support tickets
  • Give internal data teams direct, governed access to legal reporting workflows
  • Complement standard Unity ELM reporting with more flexible, scalable data access

Unity ELM Counsel Exchange

Posted on June 25, 2026 by -

A step-by-step checklist to standardize coding, reduce errors, and ensure billing compliance across your firm.

Counsel Exchange is a vendor collaboration and engagement layer built into Unity ELM that connects legal teams with outside counsel in a single, unified experience. It replaces fragmented workflows across email, legacy portals, and manual coordination with a structured system for managing invoices, budgets, matters, timekeepers, and communication.

Download the datasheet to see how Counsel Exchange helps legal teams centralize vendor interactions, reduce administrative overhead, and manage outside counsel relationships from a single platform.

In this datasheet, you’ll learn about:

  • Submit and track invoices via LEDES upload, PDF upload, or manual entry with end-to-end status visibility
  • Collaborate on matter budgets before work begins to align on scope and cost expectations
  • Manage timekeepers, submit rates for approval, and maintain data with centralized controls
  • Enable vendor self-service with role-based permissions, file sharing, workflow guidance, and real-time notifications
  • Support RFP participation through the same portal experience when enabled by client

OnitX ELM Counsel Exchange

Posted on June 25, 2026 by -

Modernize how legal teams and outside counsel work together.

Counsel Exchange is a vendor collaboration and engagement layer built into OnitX ELM that connects legal teams with outside counsel in a single, unified experience. It replaces fragmented workflows across email, legacy portals, and manual coordination with a structured system for managing invoices, budgets, matters, timekeepers, and communication.

Download the datasheet to see how Counsel Exchange helps legal teams centralize vendor interactions, reduce administrative overhead, and manage outside counsel relationships from a single platform.

In this datasheet, you’ll learn about:

  • Submit and track invoices via LEDES upload, PDF upload, or manual entry with end-to-end status visibility
  • Collaborate on matter budgets before work begins to align on scope and cost expectations
  • Manage timekeepers, submit rates for approval, and maintain data with centralized controls
  • Enable vendor self-service with role-based access controls, file sharing, workflow guidance, and real-time notifications
  • Support RFP participation through the same portal experience when enabled by clients