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Unity Invoice Validation Rules (IVR) reduces your legal spend by enforcing your billing guidelines with vendors. IVR lets you set your own configurable rules to programmatically enforce complex alternative fee arrangements (AFAs), billing guidelines, vendor discounts, invoice approval routing, and more. It’s simple – validation rules automatically catch invoice violations according to the billing guidelines you set, saving you time in manual invoice reviews.

Implementing Invoice Validation Rules into your invoice review and approval process lets you take control of your e-Billing and spend management. Read on to learn how to start using IVR, or reference our additional resources on the right.

How to get started:

• First, start by compiling your billing guidelines. Our recommended categories to place invoice guidelines on include: administrative, communication, copies, deliveries, overhead, research, subscription, and travel costs.
  • Check out our Legal Billing Guidelines Best Practices white paper for detailed guidance on best practices and our IVR Idea sheet for what rules to implement!
• Create and implement your compiled invoice validation rules with any conditional values (under Administration > Rule Management). If you need help setting up rules, read through our linked Help Center articles for guidance.
  • Note: We have now added a new Category field. This will be used for our upcoming reporting around Adjustment Reasons. We suggest reviewing our default categories in the Invoice Settings area of Administration. You can deactivate existing values or add new ones that make the most sense for your business!
• Check out our other available resources on the right – we recommend looking at the Best Practices whitepaper mentioned above and our list of standard default rules.
• If you need further help configuring a rule, sign up for our Invoice Validation Rules office hour sessions! Our team is dedicated to supporting and guiding you through this process, so IVR can start working for you faster.

Need more help?

We hope this success kit helps guide you on how to use Invoice Validation Rules, maximizing efficiency in your invoice review process. If you have any further questions, please reference our other resources on the right-hand side of this page.  

Feel free to contact your CSM for any additional questions.

Implementing Legal Requests into your matter intake process standardizes the way you accept legal work requests and streamlines matter creation. Legal Requests allows legal and business users to request legal service through configurable forms, and gives admins the ability to choose which requests a matter should be opened for. Read on to learn how to start using Legal Requests, or reference additional resources on the right.

How to Activate and Implement

1. First, you’ll need to reach out to our Customer Success team to get Legal Requests turned on in your environment.
2. After activation, you will need to set up users with their own Unity login. If you have many Legal Requests users to create, there is also the option to leverage Single Sign-On (SSO) functionality.
   • Assigning a user the Legal Requests role only allows access to Unity to view and submit Legal Requests forms, nothing else.
3. Legal Request forms need to be created. You can learn how to set up forms, manage requests, and more here.
   • Still need help? Reach out to our Customer Success team to walk you through recommendations and set up some basic forms.

Before you get started, check out some of our recommended best practices to use Legal Requests below!

Best Practices

Hold a training session with your team or organization

• Make sure to cover what your requirements are to get a matter created. For example, specific date requirements, additional information to provide, or necessary attachments to include.
• For new hires, be sure to include training on Legal Requests as well.

Enforce the usage of Legal Requests by only allowing matter intake through Legal Requests. Make it clear that no other methods will be accepted.

Encourage other team members to utilize Legal Requests by recognizing individuals who are doing a good job with submitting forms.

Keep all forms up-to-date with necessary questions. Also be open to taking suggestions and feedback from users on how the forms and process can be improved!

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.