Ask Unity: Executive-Ready Legal Insight, Built Into Unity ELM

Ask. Act. Automate — conversational access to your live legal operations data.

Every spend decision starts with a question Q4 spend, vendors on a matter, rejected timekeepers, accruals versus budget, open purchase orders, line items for court fees. When answers depend on manual reporting or exported data, decisions slow down and risk goes up. Ask Unity (beta) delivers real-time, conversational access to Unity ELM data, letting legal teams explore trends, uncover anomalies, and surface insights that static dashboards may miss. It analyzes live financial and operational records spend, invoices, vendors, matters, timekeepers, budgets, accruals, allocations, purchase orders, reviewer rules, and client-configured attributes and returns clear, structured answers with supporting visuals, all inside Unity ELM.

Download the datasheet to see how Ask Unity turns questions in plain language into executive-ready insight, grounded in your governed system of record and delivered without leaving Unity ELM.

In this datasheet, you’ll learn about:

• Conversational, real-time answers over live Unity ELM financial and operational data
• Structured, defensible responses with supporting visuals no manual reporting cycles required
• Governed insight that respects each user’s role-based permissions and stays inside your system of record
• Refinement prompts instead of speculative output when a question lacks clarity
• Seamless move from insight to follow-through inside Unity ELM workflows, with no export or separate reporting tool