Company
Training & Certification
Quantify your Onit expertise. Pick a certification track and move
though its levels – all at your own pace.
Onit Certification: Become Indispensable
Whatever your role is — and whether you’re a valued Onit client or partner — attaining formal Onit credentials demonstrates to the world that you have the knowledge and skills needed to use Onit’s platform to transform business processes.
Our formal certification platform delivers an easy-to-navigate framework for securing and quantifying your Onit expertise, with different tracks containing various degrees of certification. Pick one (or several) tracks and use the guides below to get started today.
Looking for our upcoming training schedule? Check it out here.
App Builder Track
The App Builder platform is the robust business process automation solution that powers every Onit solution. In-depth knowledge of App Builder ’s many workflows and configuration options is vital for success, whether you’re simplifying a contract management process, building a full-featured e-billing or matter management system, or implementing a custom process.
The App Builder certification track takes a vertical-agnostic approach, focusing on the key concepts required to work with App Builder’s many workflow and metadata management tools. Knowledge gained in this track will form a solid foundation for the other vertical-specific Onit certification tracks.
This certification track contains one lane.
| App Builder Lane This is a technical lane, designed for Apptitude Developers who will perform the configuration/development tasks required to build solutions. |
|||
|---|---|---|---|
| Certification Level |
Courses | Tests | Other Requirements |
| Level 1 | APP-101C | APP-101T | None |
| Level 2 | APP-102C | APP-102T | None |
| Level 3 | None | None | 1,000 hours of App building on Onit implementations (for any vertical)* |
| Level 4 | None | None |
|
*Implementation hours must be submitted to Onit using a specific format (provided by Onit upon request). Onit’s Certification Team will verify hours against internal records (and in some cases check with the Onit client in question). All hours must be associated with the development of a solution that was ultimately used in a production capacity (pre-sales and “proof of concept” work does not apply).
ELM Track
Built on top of the App Builder platform, Onit’s Enterprise Legal Management (ELM) product includes a constantly growing array of solutions, from alternative fee arrangements to legal process outsourcing to legal service requests. This track focuses on both understanding the out-of-the-box configuration in Onit’s ELM product and also extending/customizing it to meet any client’s needs.
This certification track contains two separate lanes – select the lane that fits your role.
| Technical Lane This is a technical lane, designed for those who will perform the configuration/development tasks required to build ELM solutions. |
|||
|---|---|---|---|
| Certification Levels |
Courses | Tests | Other Requirements |
| Level 1 | ELM-101C | ELM-101T | A passing grade on APP-101T |
| Level 2 | None | None | 300 hours of App building on Onit ELM implementations |
| Level 3 | None | None | 1,000 hours of App building on Onit ELM implementations* |
| Level 4 | None | None | 2,000 hours of App building on Onit ELM implementations* |
*Implementation hours must be submitted to Onit using a specific format (provided by Onit upon request). Onit’s Certification Team will verify hours against internal records (and in some cases check with the Onit client in question). All hours must be associated with the development of a solution that was ultimately used in a production capacity (pre-sales and “proof of concept” work does not apply).
| Functional Lane This is non-technical lane, designed for project managers and business analysts implementing Onit’s ELM product. |
|||
|---|---|---|---|
| Certification Levels |
Courses | Tests | Other Requirements |
| Level 1 | ELM-105C | ELM-105T | None |
| Level 2 | ELM-106C | ELM-106C | 300 hours of project managing and/or business analysis experience on Onit ELM implementations |
| Level 3 | None | None | 500 hours of project managing and/or business analysis experience on Onit ELM implementations* |
| Level 4 | None | None | 2,000 hours of project managing and/or business analysis experience on Onit ELM implementations* |
*Hours must be submitted to Onit using a specific format (provided by Onit upon request). Onit’s Certification Team will verify hours against internal records (and in some cases check with the Onit client in question). All hours must be associated with the development of a solution that was ultimately used in a production capacity (pre-sales and “proof of concept” work does not apply).
CLM Track
Built on top of the App Builder platform, Onit’s Contract Lifecycle Management (CLM) product includes a constantly growing array of solutions, from contract generation and approval to eSignatures to lifecycle management. This track focuses on both understanding the out-of-the-box configuration in Onit’s CLM product and also extending/customizing it to meet any client’s needs.
This certification track contains two separate lanes – select the lane that fits your role.
| Technical Lane This is a technical lane, designed for those who will perform the configuration/development tasks required to build CLM solutions. |
|||
|---|---|---|---|
| Certification Levels |
Courses | Tests | Other Requirements |
| Level 1 | CLM-101C | CLM-101T | A passing grade on APP-101T |
| Level 2 | None | None | 300 hours of App building on Onit CLM implementations |
| Level 3 | None | None | 1,000 hours of App building on Onit CLM implementations* |
| Level 4 | None | None | 2,000 hours of App building on Onit CLM implementations* |
*Implementation hours must be submitted to Onit using a specific format (provided by Onit upon request). Onit’s Certification Team will verify hours against internal records (and in some cases check with the Onit client in question). All hours must be associated with the development of a solution that was ultimately used in a production capacity (pre-sales and “proof of concept” work does not apply).
| Functional Lane This is non-technical lane, designed for project managers and business analysts implementing Onit’s CLM product. |
|||
|---|---|---|---|
| Certification Levels |
Courses | Tests | Other Requirements |
| Level 1 | CLM-105C | CLM-105T | None |
| Level 2 | CLM-106C | CLM-106C | 300 hours of project managing and/or business analysis experience on Onit CLM implementations |
| Level 3 | None | None | 500 hours of project managing and/or business analysis experience on Onit CLM implementations* |
| Level 4 | None | None | 2,000 hours of project managing and/or business analysis experience on Onit CLM implementations* |
*Hours must be submitted to Onit using a specific format (provided by Onit upon request). Onit’s Certification Team will verify hours against internal records (and in some cases check with the Onit client in question). All hours must be associated with the development of a solution that was ultimately used in a production capacity (pre-sales and “proof of concept” work does not apply).
Courses and Tests
Below is a description of the courses required to achieve certification across various tracks/levels.
| Track | Lane | Course Name | Course Code | Description |
|---|---|---|---|---|
| App Builder | App Builder | App Builder Boot Camp 1 | APP-101C | This is a technical training designed for those with little to no Onit App Building experience. This course introduces all of the key concepts required to build Apps and workflows in Onit. Through both hands-on exercises and lectures, attendees will learn how to create a new app from scratch and then iteratively level it up. Key concepts include: Business Rules, Actions, Conditions, Liquid, Lists, Buttons, Filters, Tags, parent/child app relationships, and Onit security. |
| App Builder | App Builder | App Builder Boot Camp 2 | APP-102C | This is a technical training which expands upon the foundation established during both the APP-101C course and real-life Onit app building. Key concepts include: ingesting flat-files into Onit, advanced Liquid training, the Onit API, using advanced Onit Actions, generating Excel spreadsheets, and building email-based reports. |
| ELM | Technical | ELM Boot Camp 1 | ELM-101C | This is a technical training that provides a detailed run-through of the pre-built configuration in Onit’s Enterprise Legal Management (ELM) product. Attendees will learn how to work around and expand this configuration to solve an ELM client’s specific business requirements. Key concepts include: matter taxonomy, allocations, invoice approvals, AP integrations, legal entities, offices, budgets, Legal Service Requests, ELM suites, SSO, the Onit Outlook plug-in, default ELM security, and spot rate conversions. |
| ELM | Functional | Intro to Onit’s ELM Product | ELM-105C | This is a non-technical training that provides a detailed, end-user-focused overview of Onit’s ELM product. More than a basic sales demo, this course provides an exhaustive walk-through of the product’s out-of-the-box features, and also discusses common customizations requested by ELM customers. |
| ELM | Functional | Implementing Onit ELM | ELM-106C | This is a non-technical training ideal for project managers and business analysts who will be implementing Onit’s ELM product. During this course we’ll provide PMs/BAs with robust and Onit ELM-specific templates, best practices, and gotchas that can be used to successfully run an Onit ELM implementation. |
| CLM | Technical | CLM Boot Camp 1 | CLM-101C | This is a technical training that provides a detailed run-through of the pre-built configuration in Onit’s Contract Lifecycle Management (CLM) product. Attendees will learn how to work around and expand this configuration to solve an CLM client’s specific business requirements. Key concepts include: Template & Clause Library, CLM Settings, Word Add-In Configuration, eSignature, Email, Phase Metrics, Contacts, Document Versioning, Document Generation, and CLM Suites. |
| CLM | Functional | Intro to Onit’s CLM Product | CLM-105C | This is a non-technical training that provides a detailed, end-user-focused overview of Onit’s CLM product. More than a basic sales demo, this course provides an exhaustive walk-through of the product’s out-of-the-box features, and also discusses common customizations requested by CLM customers. |
| CLM | Functional | Implementing Onit CLM | CLM-106C | This is a non-technical training ideal for project managers and business analysts who will be implementing Onit’s CLM product. During this course we’ll provide PMs/BAs with robust and Onit CLM-specific templates, best practices, and gotchas that can be used to successfully run an Onit CLM implementation. |
After attending a course, a candidate will receive an email from Onit linking them to an online test. Each candidate:
- Can take the test whenever and wherever they like (a testing center is not required)
- Must achieve a grade of 70% or higher on the test
- May re-take a failed test as many times as necessary (though only once per 24-hour period)
- Will have one hour to complete a test after starting
- Will be presented with a randomly selected set of questions and answers during each test taking session
- Will receive a follow-up email from Onit upon passing a test
Training Schedule for Onit Partners
Below is a link of the currently scheduled Onit training courses.
To RSVP for any course, visit our registration page.
How do I get certified?
Simply drop us an email at [email protected] and our Certification Team will get you started.
Below are some common certification questions that we receive.
- Do you have a schedule of upcoming courses?
Answer: For Onit partners, courses are scheduled periodically throughout the year – see the schedule above. For Onit clients, courses are planned according to your schedule and usually done onsite at your office. - I’ve already completed a certification course but I haven’t taken the test. Can you send me a test link?
Answer: Sure! Just drop us an email with your name and the name of the course that you attended. - I’m ready to apply for certification in a specific track/level. What’s the application process?
Answer: Let us know which track/level you have in mind and we will reply back with the details. - I need to verify the tracks/levels for which I currently hold certifications. Can you send me my certifications?
Answer: For sure! Just drop us an email.