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Counsel Exchange Activation Success Kit
What is “Counsel Exchange?”
Unity Counsel Exchange: Essentials for Vendors
View on Onit Academy
Counsel Exchange is the next evolution of Onit’s ebilling services. Counsel Exchange brings CounselGO and BillingPoint together with a responsive UI refresh and modern UX, improving speed, accessibility, and intuitive navigation, reducing vendor training time, and increasing adoption.
How Does Counsel Exchange Differ from CounselGO and BillingPoint?
Counsel Exchange builds on the trusted workflows customers and vendors already rely on today through CounselGO and BillingPoint.
Core workflows such as invoice submission, timekeeper and rate management, budget collaboration, file sharing, and status visibility continue within Counsel Exchange.
What changes is the experience surrounding those workflows.
Counsel Exchange introduces:
- A cleaner, more modern vendor experience
- More intuitive navigation and workflow guidance
- Better visibility into invoice status and validation feedback
- Enhanced collaboration between legal teams and vendors
A scalable platform foundation for future innovation and AI-enabled capabilities
Counsel Exchange is designed to preserve critical workflows while improving usability, consistency, and long-term scalability.
What is “Activation?”
Activation for Counsel Exchange marks the transition to a modernized vendor collaboration and e-billing experience. It brings together the core capabilities of BillingPoint and CounselGO into a single platform with a more intuitive interface, improved performance, and streamlined workflows.
This is not a migration, but a guided transition that allows vendors to begin using Counsel Exchange while existing systems remain available during rollout. With structured communications, training, and a phased timeline, activation is designed to minimize disruption and support adoption.
What is the activation process?
May 18: OnitX, SimpleLegal, and Unity customers begin receiving activation communications, timelines, and supporting materials
June 1: BillingPoint and CounselGO vendors begin receiving activation communications, timelines, and training materials
- Note: Onit will contact vendors on behalf of customers
June 15: In-app banners appear in BillingPoint and CounselGO to notify vendors of the upcoming activation and timeline
July 13: Counsel Exchange is activated
- Vendors can begin using the new system
- Legacy systems (BillingPoint and CounselGO) remain accessible during this transition period
August 10: BillingPoint and CounselGO access is terminated
- Counsel Exchange becomes the single access point for invoice submission, reporting, and all vendor activities
What is required of OnitX, SimpleLegal, and Unity users?
- Review Activation Materials: Carefully review all Activation communications and resources provided, along with the materials in this Success Kit. These will outline key timelines, expectations, and what to anticipate during the transition to Counsel Exchange.
- Communicate with Your Team: Notify your internal teams about the upcoming transition to ensure alignment and readiness. Onit will handle all vendor communications on your behalf; however, if you choose to proactively connect with your vendors, you are welcome to do so.
- Support Vendor Readiness: Onit will communicate directly with vendors on your behalf, but your awareness and reinforcement can help ensure engagement. Encourage vendors to review materials and complete training ahead of activation.
- Training Review (Optional): No training is required for your internal users, as there are no changes to your ELM system. However, training materials are included in this Success Kit if your team would like to review or familiarize themselves with Counsel Exchange.
- Reach Out with Questions: If you have any questions or need support at any point during Activation, please contact Support, your Customer Success Manager, or your Account Manager.
- No Technical Setup Required: No technical action is required from your team. Activation will be managed by Onit, and vendors will be guided through access and onboarding. You can continue business as usual until Activation begins.
What is required of vendors?
- Review Activation Communications and Timeline: Carefully review all communications from Onit regarding Counsel Exchange. These will outline key dates, expectations, and when changes will occur so you can plan accordingly.
- Complete Training and Review Materials: We strongly recommend reviewing the provided training materials and guides ahead of activation. Counsel Exchange is designed to be intuitive, but familiarizing yourself in advance will help ensure a smooth transition.
- Prepare for the Transition: Be aware of the upcoming activation and cutoff dates for BillingPoint and CounselGO. Plan to begin using Counsel Exchange starting July 13 and fully transition all activities before legacy systems are retired.
- Login Credential Update: Vendors will continue using the same username credentials; however, you will be required to reset your password the first time you log into Counsel Exchange.
- Watch for In-App Notifications: Pay attention to in-app banners and reminders within BillingPoint and CounselGO, as these will reinforce key dates and provide helpful prompts leading up to activation.
- Reach Out with Questions: If you have any questions or need support, contact Onit Support using the resources provided in your communications.
Product Training and Enablement
Training
Unity Counsel Exchange: Essentials for Vendors
Product Guides
We’re continuing to expand this library with more walkthroughs and best practices.
Counsel Exchange Master Settings User Guide
Counsel Exchange for OnitX User Guide
Counsel Exchange for SimpleLegal and Unity User Guide
Contacting Support
- From any page within Counsel Exchange, click the blue “Get Help” button in the lower right hand corner of your screen, OR
- Click the light blue circle in the upper right hand corner – this circle will contain your initials or profile picture. Then, click “Contact Support.” This will open the “Get Help” chat window.
- If the chatbot is unable to answer any of your how-to questions, you can easily use the chatbot to submit a case to the support team in the same window as the chat.
Updated Terms for Vendors
- Counsel Exchange will operate under updated Terms & Conditions, which will govern your use of the new platform
- Continued use of Counsel Exchange after activation indicates acceptance of these updated terms
- You will be prompted to review and accept the updated Terms & Conditions the first time you access Counsel Exchange
- Updates to the Terms & Conditions reflect the transition to Counsel Exchange. Key differences include:
- Addition of a new Section 2.1 which clarifies which Onit entity will be invoicing if you migrated over from CounselGO.
- Addition of a new Section 9 which allows Onit to use to perform and embed AI in the Services and the terms related to such use of AI.
- Update to Section 8.6 — a new link to our updated Privacy Policy.
- Update to Section 10.5 — governing law is now the State of Georgia
Common Questions and Answers
Will I still be able to access BillingPoint or CounselGO after activation?
Yes. There will be a 5-week dual access period where you can use both your current system (BillingPoint or CounselGO) and Counsel Exchange. After August 17, Counsel Exchange will become the single portal for all vendor activity.
Do I need to create a new login or will my existing credentials work?
No new login is required. You will use your existing username to access Counsel Exchange; however, you will be required to reset your password the first time you log in via the new Counsel Exchange URL
Is there any downtime expected during the activation period?
No. There is no planned downtime during activation, and you can continue your work without interruption.
What happens if I don’t start using Counsel Exchange by the activation date?
After the transition period ends, access to BillingPoint and CounselGO will be turned off. All activity will need to take place in Counsel Exchange.
Do I need to migrate any of my existing data or invoices?
No. All of your data—including invoices, matters, and files—will automatically be available in Counsel Exchange. No action is required on your part.
Will my historical invoices and reports still be available in Counsel Exchange?
Yes. All historical data, including invoices, matters, and reports, will be accessible in Counsel Exchange.
Is training required before I start using Counsel Exchange?
Training is not required, but it is recommended. While the experience is similar to BillingPoint and CounselGO, reviewing the provided materials will help your team get comfortable with the updated interface.
Who should I contact if I run into issues during activation?
You can reach out to Onit Support for any questions, troubleshooting, or assistance during the activation process using the steps outlined in the Contacting Support section above.
Are there any changes to how invoices are submitted?
The overall process remains the same. While the interface has been updated, invoice submission follows a similar workflow to what you use today.
Will there be any changes to billing guidelines or approval workflows?
No. Your existing billing guidelines and approval workflows will remain unchanged.
Can vendors continue submitting invoices in the legacy systems during the transition period?
Yes. During the 5-week dual access period, you can submit invoices in either BillingPoint/CounselGO or Counsel Exchange. After August 17, all submissions must be made through Counsel Exchange.
How will Onit communicate updates or important reminders during the rollout?
You can expect regular communications from Onit, including weekly updates with important dates, reminders, and next steps throughout the activation period.
