Archives: Resources

Legal Holds Process Gap Assessment: A Scored Checklist for Legal Operations Teams

Posted on November 12, 2026 by -

Onit Legal Holds Assessment

18 statements. 6 control areas. One score that shows where your legal hold process still depends on manual follow-up.

A legal hold process can look sound until someone asks Legal to show it. When custodian lists, acknowledgments, reminders, and releases live in disconnected tools, the team may have to reconstruct the record by hand. This assessment helps legal operations teams find where that is happening.

The Legal Hold Process Gap Assessment is a scored checklist covering six areas of the hold lifecycle. For each statement, you mark whether the control is consistently true, sometimes true, or not true. Your total places your process in one of four conditions, from a strong foundation to a fragmented process, and your section subtotals show which gaps to address first.

In this assessment, you’ll learn how to:

  • Check whether each hold stays connected to its matter, owner, key dates, and supporting documents
  • Test whether custodian lists stay current when employees depart, change managers, or add proxies
  • Confirm that you can see who has received, acknowledged, and responded to every hold notice without searching inboxes
  • Assess whether reminders and escalations follow documented rules and reach the right owner
  • Verify that releases are approved, documented, and communicated to every affected custodian
  • Turn your score into a prioritized action plan with owners and target dates

Scoring runs from 0 (consistently true) to 2 (not true), so a lower total means fewer gaps. The result is a directional operational view, not a legal risk determination or legal advice.

This assessment is designed for legal operations teams who want a clear, scored view of where their legal hold process is working, where execution is inconsistent, and what to fix first.

The Visibility Gap: What Legal Departments Still Don’t Know About Their Outside Counsel’s AI Use

Posted on November 11, 2026 by -

Roughly 70% of legal departments weigh law firm AI capability when choosing outside counsel. 62% can’t confirm whether their firms use it.
Source: State of AI Expectations for Outside Counsel survey, OnPoint Community and LegalOps.com, 2026

Most legal departments now expect their law firms to use AI, and the large majority of billing guidelines already address it or are being updated to. Billing guidelines say AI use should be disclosed. Invoices rarely show it.

This white paper draws on a 2026 survey of in-house teams, run by the Onit OnPoint Community and LegalOps.com, to look at what legal departments expect from outside counsel on AI, why they can’t confirm it, and what legal operations teams can do about it, from clearer billing guideline language to closing the loop at invoice review.

In this white paper, you’ll find:

  • What legal departments expect from outside counsel on AI: how much firm AI capability influences selection, and where in-house teams are comfortable (legal research, discovery, and contracting) versus cautious (litigation strategy)
  • How billing guidelines are addressing AI: the most common requirements, including disclosure, consent, approved tools, human review, and passing efficiency savings through to the client
  • Why disclosure requirements aren’t being verified: the missing review step between guideline language and the invoice
  • Where AI savings stand today: why nearly 70% of respondents report savings under 10% so far, and how the visibility gap makes returns harder to measure
  • Four steps to close the gap: checkable disclosure language, a tracking mechanism, direct conversations with firms about their defaults, and recurring AI-use scoring in panel and RFP decisions

This white paper is designed for legal operations leaders and General Counsel who have written AI expectations into their billing guidelines and want a practical way to confirm that outside counsel are meeting them.

Demo – From Request to Resolution: Simplify Legal Intake with Unity LSR

Posted on November 11, 2026 by -

Speaker: Wes Dubay, Director, Sales Engineering

Legal teams are constantly fielding questions and requests from across the business. But when everything comes through emails, messages, and disconnected processes, it’s difficult to prioritize work, track requests, and respond efficiently.

There’s a better way to manage legal intake.

Join us for a demo of Unity Legal Service Requests (LSR) and see how AI-powered intake helps legal teams streamline requests, reduce manual work, and create a more connected experience for the business.

See how legal teams can:

  • Give business users one centralized place to ask questions and submit legal requests
  • Use AI to provide answers grounded in relevant policy content, with citations when available
  • Capture structured requests with the information Legal needs to take action
  • Streamline request triage and reduce time spent on manual follow-ups
  • Track legal requests through automated workflows for greater visibility and accountability

This is how legal teams move from scattered requests and manual processes to a more organized, efficient, and scalable approach to legal intake.

Demo – Beyond the Spreadsheet: Bring Structure to Outside Counsel Selection with Unity

Posted on November 5, 2026 by -

Speaker: Max Maier, Sales Engineer

Selecting the right outside counsel shouldn’t mean juggling emails, comparing spreadsheets, and chasing down proposals.

When RFPs are managed through disconnected processes, legal teams lose valuable time, visibility into pricing, and opportunities to make more informed decisions.

Let’s change that.

Join us for a demo of Unity RFP and see how legal teams can:

  • Create and manage RFPs through a structured, centralized process
  • Invite law firms to submit competitive proposals and pricing
  • Compare firms based on pricing, staffing, and proposal terms
  • Streamline evaluations and document selection decisions with a clear audit trail
  • Connect outside counsel selection directly to matters and legal spend management

This is how legal teams bring greater transparency, efficiency, and cost control to outside counsel selection, helping them choose the right firm at the right price.

Defensible Holds, Built Into Unity ELM

Posted on November 3, 2026 by -

Issue, track, and report on legal holds without leaving Unity ELM


Legal holds are a critical part of the litigation process, requiring the preservation of relevant information once litigation is reasonably anticipated. Unity Legal Holds helps legal teams issue notices, track acknowledgments, manage custodian obligations, coordinate preservation activity, and report on hold status, all from the matter record in Unity ELM.

Download the datasheet to see how Unity Legal Holds helps in-house teams launch holds faster, track custodian responses, and maintain a clear, defensible record of every notice, response, and follow-up.

In this datasheet, you’ll learn about:

  • Launching holds faster using reusable templates and Legal Hold Types
  • Sending custodian questionnaires and tracking responses within the hold workflow
  • Tracking acknowledgments, reminders, escalations, revisions, reissues, and releases
  • Giving custodians a clear dashboard for pending obligations
  • Connecting legal hold activity to Unity ELM matter context
  • Reporting on hold status without rebuilding the timeline from email, spreadsheets, or HR exports

Demo – From Notice to Resolution: Simplify Legal Holds with Unity

Posted on October 21, 2026 by -

Legal holds shouldn’t depend on spreadsheets, inbox reminders, and someone remembering who still needs to respond.

When hold activity is scattered across systems, legal teams spend valuable time tracking custodians, chasing acknowledgments, managing follow-ups, and reconstructing the record when questions arise.

There’s a better way to manage the process.

Join us for a demo of Unity Legal Holds and see how legal teams can:

  • Create and launch matter-connected legal holds using reusable templates and workflows
  • Track custodian acknowledgments, questionnaires, and outstanding actions in one place
  • Automate reminders and escalations to reduce manual follow-up
  • Manage standard and silent holds while maintaining visibility into hold activity
  • Use dashboards and reporting to quickly understand hold status and where action is needed

This is how legal teams turn legal holds into a more consistent, controlled, and defensible process without relying on spreadsheets and manual follow-up.

Speaker: Wesley Lin, Sales Engineer

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.