Vendor Onboarding Client Self-Service  

Vendor onboarding can be inconsistent and time-consuming across clients, leading to inefficiencies and potential issues; the Client Self Service Vendor Onboarding feature introduces a standardized, client-initiated workflow within the Vendor App for beginning the process of onboarding outside counsel vendors.  

By enabling clients to kick off vendor onboarding directly, this feature ensures consistency across organizations, reduces administrative friction, and improves the vendor data quality from the start.  

Clients will access the onboarding workflow in the existing Vendor App, enter required information about the outside counsel vendor, and trigger internal Onit workflows for provisioning.  

Features include:  

• Client-Initiated Onboarding Workflow
• Clients access a guided onboarding form within the Vendor App within their existing OnitX ELM product.
• Pertinent vendor details are collected including address details, contact information, tax ID, and spend data.
• Standardized Vendor Request Intake form ensures uniform information capture across all clients.
• Reduces back-and-forth communication and data gaps.
• Submissions from clients are automatically routed into a standardized onboarding workflow.
• Clients access real-time updates on their request status (e.g., Vendor Setup Requested, In Process, Active); reducing the need for follow-up emails or support inquiries.
• Audit & Reporting
• Full activity tracking for all vendor onboarding submissions.
• Exportable logs for compliance and operational insights. 

View the full Vendor Onboarding Client Self-Service user guide here. 

Timekeeper Rate Card Support 

Legal Departments routinely negotiate rates at the timekeeper (TK) classification level (e.g., Partner, Associate, Paralegal). However, during rate review they must compare negotiated classification rates to each individual timekeeper submitted by a vendor. This manual comparison is a significant bottleneck and a consistent pain point for legal departments. 

The Timekeeper Rate Cards feature introduces the ability for vendors to submit standardized rate cards to be used in automatic comparison and approval of individual timekeeper rates. Rate cards reduce the repetitive work of reviewing each timekeeper individually, while still leveraging the Timekeeper Rate Review process. 

This feature improves efficiency, ensures greater consistency in approved rates, and provides flexibility to support exception scenarios when necessary. 

View the full Timekeeper Rate Card Support user guide here.  

Other enhancements:

• Updates and improvements to Spend Agent. Learn more here:  
• New “Phase” option is added for expenses in Task Code Phase Limits, allowing users the ability to limit expenses.
• Users can now bulk-upload phase limits into Task Code Phase Limits, supporting expense codes and phases. Validation is also added for expense codes and phases, along with a download option.
• Added validation to the SpotRate model to prevent users from creating or updating spot rates with overlapping date ranges for the same currency; this addresses a known data integrity issue. 

• Fixed budget reforecast issue; once the submission window expires, the budget and budget details phases now match in ELM and BillingPoint. 

• VAT processing now presents correctly during LEDES upload.
• Invoices no longer remain stuck in the post-approval role execution phase (displaying an “Undefined method `+' for nil:NilClass” error) while executing a post-approval role.
• On Task Code Phase Limit Fee Arrangement, when the fee total exceeds the Task Code Limit and is adjusted by system rules, the Invoice Amount & Remaining Amount calculations are now reflected correctly on the Billing Authorization.
• Changing widths of multiple columns in succession no longer causes old width value of columns to be retained.