Recent updates
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OnitX CLM Fall Release 2023
Updated onArticleTemplate Management - Condition Library
Release Notes CLM Release Notes CLM Release Notes
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Email: Executive Sponsor to all users
Updated onArticleSubject: Exciting News: AI is coming to our contract reviews, with Onit Catalyst
Dear Colleagues,
I am thrilled to announce that [Company name] has purchased Onit's Catalyst Contract Review software to streamline our contract review process in Word. This innovative tool uses artificial intelligence to analyze contracts, identify potential risks, and provide recommendations for improvement. In the coming weeks, we will work with Onit to configure AI-powered Playbooks, which apply our standards and preferences to enable the software to review and redline contracts, assess risk, automate actions, and assign tasks according to our policies.
To ensure a successful implementation, we have appointed [Legal Ops/Project Manager Leader's Name] as the project lead. Please be on the lookout for their emails, as their first task is to identify Subject Matter Experts and other colleagues interested in participating in the implementation process. Additionally, please keep an eye out for future communications from myself and [Legal Ops/Project Manager's name] to include progress updates and training opportunities, among other things.
We understand that contract review can be a time-consuming and complex process. With your assistance and input, Catalyst Contract Review will help us save time, reduce errors, and improve the quality of our contracts. Thank you for your support during this process.
Best regards,
[Your Name]
Catalyst for Contracts End User Guides
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Email: From Project Lead to All Users
Updated onArticleSubject: [Company] volunteers needed for our AI implementation (Catalyst Contract Review by Onit)
Dear Colleagues,
I hope this email finds you well. As [Executive Sponsor's Name] mentioned in [his/her/their] email sent on [date sent], I am the lead and main contact for this implementation project. To get started, I will be looking for Contract Review Subject Matter experts for [contract type(s)] as well as 1-2 additional volunteers to give input on building the Playbook and testing the Contract Review tool.
On average, Onit estimates that the time commitment will be 2-3 hours per week, for ~4-6 weeks per Playbook, although the time commitment may lessen as we get closer to completion. This work could include gathering documents to share with the Onit team, assisting in Playbook customization, and testing and providing feedback to Onit to refine the results.
If interested, please reply by EOD by [date] to let me know, and I will confirm our list of volunteers after we meet with Onit to finish planning the next steps of the implementation process.
We are excited about the possibilities Catalyst Contract Review offers and look forward to seeing the benefits it will bring to our work. Your input and support will be crucial to the success of this initiative.
Thank you for your cooperation and support.
Best regards,
[Your Name]
Catalyst for Contracts End User Guides
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Email: To IT from Project Lead
Updated onArticleSubject: Assistance with Word-Add in | Catalyst Contract Review
Hi [IT team/Person],
As you may know, [Company] purchased the Catalyst Contract Review software, and we would like to begin implementation soon. Before we can begin, though, we need to get a few things done to make sure everything goes smoothly.
First, Catalyst Contract Review uses a Word Add-in to enable the attorneys or other users to complete their review within Word.
[Select the option(s) that apply to your org:]
[Please confirm that everyone in [groups using the tool] have the ability to download the add-in from the Microsoft store.]
[Please give [groups/individuals using the tool] temporary access to the Microsoft store to download the add-in.]
[Please confirm that IT will be able to push the add-in to all users by [date].]
[What is the proper process to get the Word Add-in deployed to [groups/individuals using the tool] by [date]?]
Additionally, please confirm that all of the domains listed on this page are on the safe list company-wide, to ensure the Add-in is not blocked by the firewall.
It is important that we have the Add-in installed and ready for use by [date], as we are planning to start implementation on [date].
Thanks for your help, please let me know if you have any questions or need additional information.
[Your Name]
Catalyst for Contracts End User Guides
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Email: Working Group intro email (to be sent before Kickoff)
Updated onArticleSubject: Catalyst AI Contract Review Implementation Working Group
Dear [Working Group],
I am writing to thank you for agreeing to be part of the Catalyst Contract Review implementation working group. Your expertise will be invaluable for a successful implementation of this new tool to streamline our contract review process.
The purpose of this working group is to ensure that our implementation of Catalyst Contract Review meets the needs of our organization. We will work closely with Onit to integrate the tool into our existing contract review process, and your input will be critical to this effort.
Onit estimates about 6 weeks to implement a review, called a Checklist, for each contract type. Depending on your role in the working group, this could include: Catalyst Contract Review training, installing the Word Add-in, gathering necessary information to provide to Onit, working with Onit to create the Review Checklist, and testing and providing feedback. At most, this should take 2-3 hours per week. Additional details will be provided to you soon, based on your role in the project.
We understand that this requires additional work on your part, and we appreciate your willingness to help. We believe that Catalyst Contract Review will ultimately help our contract reviews be more efficient and effective, and we are excited about the benefits that it will bring to our work.
Thank you again for your participation in this working group. We look forward to working with you to make this implementation a success. If you have any questions, please feel free to reach out to me.
Best regards,
[Your Name]
Catalyst for Contracts End User Guides
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Onit Actions Reference
Updated onArticleNote: See our Creating an Action tutorial to get started building actions.
Developer Tutorials and Materials App Builder Developer Tutorials Reference Materials
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Vendor Budget Collaboration via BillingPoint - August 2023
Updated onArticleBudget: Set at the VATM level, dictates the type of budget, budget details, and calendar type. No value is set at this level but budget detail values are summed up to this level.
Budget Details: Child to the Budget, the Budget Detail holds the actual information about the given budget and spend amounts in a given timeframe. The number of Budget Detail children that are created is directly related to the Type of Budget being created. For example, a LOM Vendor Budget will have 1 Budget Detail per Vendor, with a time period of “LOM” - an Annual Matter Budget will have 1 Budget Detail per year created for it. Actual data entry for Budget amounts/dates will be done at this level, as well as all “invoice level” spend calculations.
Budget Forecast: An annual option where companies can choose whether to have a scheduled time when all open matters subject to budget collection will be automatically pushed to vendors to provide an update for the future year’s budget amount.
Budget Reforecast: An option where a company can choose to automatically request vendors to update their previously supplied budget amounts. Can be set at different time intervals based on the desire of the matter owners.
Cadence: the repeated frequency with which activities will occur
Submission Window: the number of weekdays where vendors will have the ability to provide budget details
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
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Configuring iManage
Updated onArticleThis document contains an outline of what is needed to set up the iManage Actions that create and maintain a workspace from Onit to iManage. This procedure will require you to work directly with the client's iManage consultant, as there are Field names and values that are brought over from iManage that you will not have access to inside of Onit.
Developer Tutorials and Materials App Builder Developer Tutorials Integrations
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Fall Release 2023 (Part 2)
Updated onArticleWe are pleased to release enhancements to the Spend Suite, Invoice AI Suite, and Diversity Dashboard to all our reporting customers as a part of Fall Part 2 Release. The reports will be deployed on Dec 2.
Release Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes
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Vendor Accrual Collaboration via BillingPoint - November 2023
Updated onArticleAccrual Cadence:the repeated frequency with which accruals will be requested
Vendor Accrual Submission Window: the number of days the vendors will have the ability to provide accrual values
Client Review Window: the number of days the client reviewers will have the ability to review/edit/approve accrual values
Department Accrual Process: the record for a cadence specific accrual request that contains all vendors included in the accrual process
Vendor Accrual Process: the record for a vendor containing all matters on which accruals have been requested for a given Department Accrual Process
Accrual Request: the accrual value for a single matter/vendor for the requested cadence; there are n number of Accrual Requests on a single Vendor Accrual Process
Accruals Admin: User Group for client users that need access to review/approve all submitted vendor accruals
Release Notes ELM and BillingPoint Release Notes ELM Release Notes