At Onit, we know legal and finance teams shouldn’t have to live in a cycle of last-minute updates, endless reminders, and budget uncertainty. But when you’re relying on emails and spreadsheets, staying aligned feels impossible.
Let’s fix that.
In this on-demand demo, you’ll see how Onit’s budget and accrual automation gives legal ops teams real-time visibility and control — all in a single, streamlined workflow.
You’ll see how to:
Automate both budget requests and accrual collection in one place
Set custom schedules for firm notifications and reminders
Compare budgets vs. accruals instantly
Improve vendor accountability and reduce manual follow-ups
Give Finance accurate, up-to-date numbers
Whether you’re battling last-minute surprises or ready to modernize your spend management process, this demo shows how automation keeps everyone, legal, finance, and outside counsel, on the same page.
Watch now and see how to bring clarity and control to your legal spend.
At Onit, we know managing legal budgets can feel like a never-ending chase — constant follow-ups, scattered spreadsheets, and last-minute surprises. But it doesn’t have to be that way.
Let’s fix that.
In this on-demand demo, you’ll see how Onit’s budget request automation streamlines the entire process — from initial submission to final review — so your team can focus on strategy, not spreadsheets.
You’ll see how to:
Standardize and automate matter-level budget requests
Track budgets in real time for better visibility and control
Reduce manual work and eliminate last-minute surprises
Keep outside counsel and finance aligned every step of the way
Whether you’re tired of chasing approvals or ready to modernize your budget management process, this demo shows how automation brings clarity, control, and confidence back to your legal operations.
Watch now and see how easy budget management can be.
You are accountable for clean matters, accurate invoices, and defensible records. Your day is full of reviews, approvals, and questions that do not wait. Is this invoice within budget. Which open matters still have accruals that need to be captured for this month. Are these rates correct. Does this contract say what the business thinks it says.
Onit’s Q4 2025 product launch is built with those exact questions in mind. In practical terms, this quarter’s launch focuses on surfacing answers to those questions inside the workflows you already know and trust, backed by the legal expertise and breadth of Onit’s portfolio.
Budget awareness and dashboard enhancements
Turn invoice review into explainable automation. Spend Agent applies legal-specific AI to every invoice, making actions visible, automation configurable by vendor, summaries clear, guideline management simple, and savings trends transparent to Finance.
Key highlights: See the story of each invoice in seconds. At a glance, AI summaries and line level “Spend Agent Insight” notes help approvers act quickly and confidently, with clear guideline references firms can understand and address.
Control where AI acts and how assertively. Vendor level Auto, Sentry, and Off settings let you align automation with your risk tolerance and firm readiness, with a complete audit trail for every change.
Keep billing guidelines in sync with the business. Bulk upload and update across firms keeps enforcement aligned with new panels and rate agreements, while letting you fix only the entries that fail validation.
Prove and defend savings to Finance. A focused Spend Agent dashboard view quantifies reviewed invoices, accepted reductions, and savings trends and highlights outlier invoices that drive leakage.
Spend Agent gives legal teams proof, not promise. Every review is faster, every decision traceable, and every dollar easier to defend.
Matter-level accruals and duplicate detection
Turn manual checks into reliable automation. Teams track accruals at the matter level for better forecasting and alignment with Finance. Reviewers get immediate duplicate alerts on invoices to prevent overpayments and speed approvals.
Matter-level accruals Accruals are now visible within each matter’s financial tab. Teams can see unbilled estimates alongside approved invoices, removing manual tracking and reducing reporting friction. This enhancement introduces a new view of accruals, giving users clarity at the matter level rather than at the vendor level.
Duplicate detection Stop duplicates before approval. Reviewers see in-line alerts on the invoice page when invoices or line items overlap, which reduces overpayments, shortens reviews, and improves billing accuracy without extra clicks.
Key highlights
Access unbilled accruals in each matter for cleaner forecasting and faster reconciliation.
Catch duplicate invoices and line items during review to prevent double payment.
Accelerate month-end close with accurate, audit-ready data that Finance can trust.
Together, these updates eliminate repetitive manual work, create a single source of truth for spend, and give teams the confidence to close quickly with accurate data.
These enhancements bring accruals into the matter record and flag duplicates during review, so you get cleaner data and fewer surprises. They reinforce SimpleLegal’s commitment to practical automation.
Self-service user management and blocking controls
Put access control in the hands of your admins. Reduce support tickets, control access, and keep your directory clean with simple self-service actions in EBILLING.SPACE.
Key highlights
Disable and reactivate staff users, so inactive accounts can no longer log in
Delete staff users with no activity history to keep user lists clean
Block lawyers, law firms, and staff users so they cannot be added to matters, invoices, or line items while still appearing in search and reports for audit purposes
These updates help legal operations maintain a cleaner, more controlled eBilling environment with less manual intervention and fewer access risks.
Smart mapping enhancement
ReviewAI now integrates more deeply with OnitX CLM with the introduction of Smart Mapping. ReviewAI can now populate extracted text-based contract terms directly into structured OnitX CLM fields.
Key highlights
Contract clauses and key terms automatically appear in OnitX CLM data fields after review
Playbook logic and approval rules apply more consistently across users
Accurate, structured contract data supports stronger analytics and reporting
Built for legal teams, scaling contract review across multiple business units
These updates turn manual term capture into reliable automation. Teams enforce approvals with precision, accelerate cycle times, and trust the data driving their legal operations
Vendor governance | client-initiated onboarding and rate card validation
Turn manual vendor and rate checks into reliable automation. Legal teams start vendor onboarding in the Vendor App and standardize timekeeper rates with rate cards, so activation moves faster and approvals stay consistent.
Client-initiated vendor onboarding Clients can now start vendor onboarding requests in the OnitX ELM vendor app. The process includes required fields, duplicate checks, and status visibility. Vendor support completes final setup to ensure data integrity and compliance.
Clients launch requests directly in OnitX ELM BillingPoint with required fields, duplicate checks, and status tracking. Vendor Support completes setup to protect data quality and compliance.
Timekeeper rate cards Vendors upload standardized rate sheets aligned to client classifications and matter context. The system validates incoming timekeeper submissions against the approved card and flags exceptions for review. Most in-policy submissions auto-approve.
Key highlights
Accelerate vendor activation with guided intake workflows
Maintain consistency and reduce manual rate verification
Gain transparent, auditable insight into rate and vendor data
Ensures data consistency and compliance while reducing administrative delays
These enhancements help legal teams onboard vendors faster, maintain rate accuracy, and ensure every relationship operates within clear and compliant financial parameters.
AI Contract extract | folder-level tag template association
Automate metadata where files live using AiCE. Map tag templates to folders, so new documents arrive with the right fields, improving AI extraction, discovery, and analytics.
Key highlights
Configure in folder settings or during creation
Bulk actions apply templates across many folders at once
Visual cues identify folders with automated tagging
Designed for teams scaling contract repositories and governance Uniform tagging enables accurate AI extraction and produces structured data that speeds search, strengthens reporting, and supports compliance at scale.
Why it matters
Legal, finance, and procurement teams share the same goal: accuracy and control. These enhancements improve data reliability, speed decision-making, and make legal operations measurable and transparent.
Onit’s Q4 2025 Product Launch Enhancements help legal departments like yours operate with clarity, consistency, and accountability.
Whether you’re wrapping up budget planning, in the middle of it, or just getting started, one thing is certain: proving the value of Legal Ops is a year-round challenge. Finance leaders don’t want anecdotes; they want numbers they can trust.
During this webinar, you’ll learn how to:
Tackle today’s biggest budget challenges (flat budgets, rising outside counsel rates, and AI disruption).
Identify the levers that drive real savings and efficiency.
Turn budget talks into data-backed ROI stories Finance will trust.
Use ROI calculators to frame asks, secure buy-in, and justify legal tech investments.
Watch this on-demand webinar, and leave with a roadmap on how to shift budget discussions from stressful negotiations to confident, data-driven conversations.
See how SimpleLegal helps in-house teams streamline operations, control spend, and collaborate smarter in one intuitive platform.
Legal departments need more than automation. They need clarity, speed, and insight. SimpleLegal unifies eBilling, matter management, vendor collaboration, and reporting in a single platform built by legal professionals. It delivers faster time to value, greater visibility, and measurable impact.
Unified platform for spend, matters, vendors, and insights
Configurable workflows that fit your processes
AI-driven reporting for actionable business intelligence
Secure collaboration tools for law firm management
Scalable infrastructure that grows with your organization
Discover how corporate legal teams simplify collaboration and improve billing accuracy with CounselGO, the vendor portal built to work seamlessly with SimpleLegal.
Managing outside counsel shouldn’t slow your team down. CounselGO gives law firms and vendors a structured way to connect with your legal department in one secure workspace. The result is faster turnaround, cleaner billing, and more consistent collaboration across engagements.
Most legal teams don’t realize how much time and credibility they lose at the very first step of the workflow: intake. When requests come through email, Slack, or spreadsheets, you get chaos, not clarity.
Your intake process is more than a front door. It’s the foundation of how Legal serves the business. If it’s broken, the whole department feels it. This checklist helps you quickly spot the warning signs and see if it’s time for a change.
What’s inside
8 quick checkpoints to assess your current intake process
A simple scoring guide to identify whether intake is efficient, slowing you down, or completely broken
Next steps to modernize, streamline, and bring visibility to every request
Why it matters
Intake goes beyond how work begins. It shapes how Legal is perceived across the company. A modern, structured approach gives you:
One centralized front door for all requests
Transparent status tracking for business partners
Smart triage rules and automation that save hours
Reporting and analytics to prove legal’s impact
Get the checklist
Take five minutes to see how your intake process stacks up and what to do next.
If you’re still managing spend and invoices in spreadsheets, your process is already broken. Manual math drains hours every week, creates hidden errors, and chips away at trust with finance and vendors. This whitepaper, Math of Legal Ops: Numbers, Process, and People Driving the Bottom Line, shows how modern legal ops teams are fixing the equation with automation, accuracy, and insight.
What’s inside:
How much time manual math is really costing your team
Why spreadsheets fail when accuracy matters most
The connection between data integrity and trust
How to turn clean numbers into measurable ROI
Download the whitepaper and see how to get out of reactive mode and start managing legal ops by design, not by formula.
Agentic systems are already taking on tasks autonomously, and the skills that legal professionals need to thrive are shifting fast. AI is reshaping how we manage matters, review invoices, enforce compliance, and deliver business value.
But here’s the real question: will your team shape how AI is used — or scramble to catch up?
In this webinar, experts from Onit and Corteva Agriscience cut through the hype and focus on the legal skills that matter most to legal leaders and their teams (today and in the future).
Watch this webinar, and you’ll walk away ready to:
Build the AI-ready capabilities that will help your team adapt
See what “working with AI” looks like in practice today (and tomorrow)
Rethink leadership, hiring, and coaching in the AI era
Use simple frameworks to measure and grow your team’s AI fluency
Join Onit’s executive and product leaders for a behind-the-scenes look at how AI is redefining legal operations. You’ll hear how forward-thinking legal teams are reducing spend, streamlining reviews, and cutting out manual work.
You’ll get a live look at the AI-native tools making it all happen.
You’ll See How To:
✅ Eliminate billing disputes and compliance risks with AI-powered invoice automation
✅ Gain real-time visibility into legal spend and firm performance
✅ Instantly surface the right firms and attorneys with smart data tools
✅ Stop workarounds with upcoming platform enhancements designed to simplify legal ops
Don’t miss this session designed to help you move faster, spend smarter, and lead legal into the future.
