Welcome to Unity’s next evolution of powerful reporting. Our enhanced customizable reports deliver compelling visualizations needed to effectively analyze your data and uncover hidden insights. You’ll be able to quickly view key metrics, identify trends, drill into complex data, create custom dashboards, easily share reports, and more!
Robust datasets and capabilities allow reporting across various types of legal data. You can build reports from scratch or clone an existing report and customize. We empower you to create and customize your own reports because you know your business best.
Reference our additional resources on the right for more information on how to get started.
Best Practices
Successfully utilize our enhanced Reports and check out some of our recommended best practices!
Make a copy of our existing out-of-the-box prescriptive reports as a starting point to make adjustments and create your customized advanced report.
Keep your end goal in mind for what fields you need before you begin building out your report.
Consider the target audience for the dashboard. Do they want to see more detail or is it best to focus on high level KPIs?
Think about what business questions the report should answer to help drive what data needs to be included and how it might be best presented.
Try not to put too much on one view or page. Enhanced Reporting allows for tabs in dashboards so your data can be logically presented.
Include context, when possible, with conditional formatting to help your audience understand if a KPI is ‘good’ or ‘bad’.
FAQs
Here are some of our top FAQ’s to answer your question:
Why is this field not populating the data I thought it would?
One of the main differences is that Enhanced Reporting data is refreshed every 24 hours, whereas other reports are refreshed in real time. Enhanced Reporting also offers more robust functionality and visualization options to help users explore data and share insights.
Can reports be shared with others who do not have a Unity login?
Yes, if you need to share a report with someone who does not have Unity access, click on the more (…) option in the top-right corner of the report dashboard and select Download as image. This downloads the report to your computer so that you can share it as needed.
To share the report with a Unity user who has access to Enhanced Reporting, choose the Copy dashboard URL or Share dashboard by email options.
How can specific charts in a report be copied or edited?
You can clone an individual chart in a report by clicking the more (…) option in the top-right corner of the chart and selecting View chart in Explore.
Please check out our short tutorial videos for additional information.
Can I choose what time report data is refreshed?
No, all Enhanced Reporting data is refreshed between 12:30am to 2:30am Pacific Time each day. At this time, there is no option to adjust or customize the refresh time.
Why is this field not populating the data I thought it would?
Please check the dataset descriptions and definitions in the resource center to determine what the correct field selection should be and adjust appropriately.
Why is this filter not working?
First try to remove all filters selected and add them back 1 by 1. If it is a date filter, try selecting different dates.
We hope this success kit guides you on how to use Unity’s enhanced Reporting to its maximum potential. If you have any further questions, please take a look at our other resources on the right-hand side of this page. As always, your Customer Success team is here to help! Contact your CSM or Support team for more information on how to get started with Enhanced Reporting.
See how ReviewAI helps in-house legal teams accelerate contract review, improve control over risk, and reduce manual effort with an AI enabled assistant in Microsoft Word.
Traditional contract workflows are slow, inconsistent, and difficult to scale. ReviewAI operationalizes your playbooks inside Word so reviewers can identify issues faster, apply standard positions, and capture structured data that feeds OnitX CLM and reporting.
AI driven review and redlining for common agreement types
Configurable playbooks and clause libraries aligned to your policies
Native Microsoft Word experience for lawyers and business users
Structured clause and risk data that syncs with OnitX CLM
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
