Unity ELM provides legal operations software to streamline the way corporate legal departments manage their matters, track and interpret spend, and collaborate with law firms and other vendors. By combining e-billing, matter management, accruals automation, and advanced reporting into a single, comprehensive solution, we centralize the functions and data necessary to make informed decisions and manage your entire legal department more efficiently.
In this section, we'll walk you step by step through getting started with Unity, including accessing your account and managing your password, navigating the platform, customizing your user profile, and more.
Accessing and Maintaining Your Account
Activation and Password Setup
Once you're added to Unity, you'll receive an email that looks like this in your inbox. It will detail your login name and include a link to activate your account. The link is valid for three days.
Emails are sent from [email protected] (unmonitored). Add this address to your safe-sender list if messages land in spam.
Once you click on the Activate your account link, you'll be taken to the Create your password page. Your email address will be filled in automatically; you'll just have to create and confirm a new password.
The password must contain:
- At least one lowercase letter
- At least one uppercase letter
- At least one number
- At least one special character
- At least 8 characters in total
Once you fill in your password (note that you can click the eye symbol in each field to view what you've entered), you can click Set my password.
You'll receive an email confirming your new account password and containing a link to go to Unity ELM.
Click Go to Onit to access the login screen.
Forgot Password?
Forgot your password? To reset your Unity password, click the Forgot Password link on the sign-on screen.
The Forgot Your Password? screen will appear. Fill in your email address and click Reset Password to receive a password reset link in your inbox.
The email will contain a link to reset your password; this link expires 24 hours after it is generated for security reasons.
Once you click the reset link in the email, you'll be taken to the Create a new password screen. Fill in and confirm the new password. Note that you can click the eye symbol in each field to view what you've entered.
Reminder: The password must contain:
- At least one lowercase letter
- At least one uppercase letter
- At least one number
- At least one special character
- At least 8 characters in total
Click Save New Password to update the password.
If successful, you'll receive a Password set notification on the screen along with an email confirmation.
Logging In to Your Account
Once you navigate to the Unity platform, you'll be directed to the login page. Fill out your Email and Password to log in to the platform.
Note that you can click on the eye symbol in the password field to show what you've typed in.
If the email and password are entered correctly, you'll go directly to the main screen.
Changing Your View (Comfortable/Cozy)
Click the User icon at the top right of the top navigation bar to toggle between Comfortable and Cozy views.
The Comfortable view offers larger fonts, while Cozy is more compact.
Logging Out of Your Account
To log out of your account from within Unity ELM, go to the User icon at the top right of the top navigation bar and click on Log Out.
From there, you'll go to the standard login page.
Changing Your Password
To change your password, go to the User icon at the top right of the top navigation bar and click on Change Password.
The Change Password screen will appear. You'll need to enter your old password and then fill in and confirm a new one. Note that you can click the eye symbol in each field to view what you've entered.
Reminder: The password must contain:
- At least one lowercase letter
- At least one uppercase letter
- At least one number
- At least one special character
- At least 8 characters in total
Click Save New Password to update the password or Cancel to back out.
If the password change is successful, you'll receive an email confirmation of the change.
When you go back to Unity, you'll also see a top banner confirming the password change.
Session Timeout
Unity users who are inactive for longer than 30 minutes are automatically logged out for security reasons.
The following message appears shortly before your session times out; click Stay Signed In to remain on the platform or Log Out to end your session.
If the session expires, you'll see a banner message stating Your session has expired due to inactivity. Please sign in again.
Contacting Onit Support
For Unity assistance, click on the Contact Support link within the user profile.
This opens the Onit Support chat screen. Learn more about using Onit Support.
Managing Your User Profile
Click on Manage Profile to go to your User Profile.
On the profile, you can click the Star next to the user's name to add them to the Starred tab.
The Profile page is divided into five tabs:
- Overview
- Pending Invoices
- Contact Affiliations
- Calendar Management
- Settings
We'll go through these tabs here.
Overview
The Overview tab details key profile information, including Attributes, an Activity Log, and the Products the user has access to.
Under Attributes, you can view and, in most cases, edit key user information, including:
User Name, First Name, Last Name, User Email, Phone, Time Zone, Code Module Access, and Active status. Note that the Code Module Access and Active fields cannot be edited.
To edit any of these attributes, click the Edit (pencil) icon that appears when you hover over a field.
Pending Invoices
The Pending Invoices tab shows all pending invoices associated with your profile. Use the search bar to search for different invoices; you can also use the drop-down menu to choose how many invoices are displayed per page.
The main page of the Pending Invoices tab will show the Invoice Number, Amount, Received Date, Subject, Matter, and Vendor associated with your profile. Use the up/down arrows next to each column to sort by that column. Click a link in the Invoice Number or Matter column to open that invoice or matter.
Contact Affiliations
Associated matters are shown by default. Use the menu within Contact Affiliations to view which Matters, Vendors, Legal Entities, and Practice Areas the user is associated with (if applicable) along with any other important details. To open a corresponding record (e.g., matter or vendor), click on the hyperlinked name.
Calendar Management
Use the Calendar Management section to view calendar synchronizations with Apple Calendar, Google Calendar, Microsoft Outlook, or other calendar applications. Use the search bar to search for task and event calendars; you can also use the drop-down menu to choose how many task and event calendars are displayed per page. Use the up/down arrows next to each column to sort by that column.
The main screen displays the Shared by name, the Created at time, the Last sync at time, and the option to Revoke Access under Actions.
Settings
Under Settings, you'll be able to adjust key profile settings. Click on the Edit (pencil) or +add buttons to edit or add:
- Single Sign-On
- Enhanced Reporting Access
- Invoice Approval Authority
- Legal Entity information
- Email preference
- Default template information
- Time Zone information (you can also toggle to Set Time zone automatically using browser settings)
You can also see the Last Logged In and Forced Logout On information.
Profile Actions
Click the Actions button in the profile to open a drop-down menu that will allow you to:
- Edit the user record
- Deactivate the user
- Resend Email invite
- Manage API Key
- Directly email the user