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 to 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. 

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. 

More information here.

Matter File Sharing

Matter collaboration and communication between legal operations departments and outside counsel is often fragmented across emails, shared drives, and disconnected tools. This results in missed updates, duplicate work, and reduced visibility into the progress and documentation of legal matters.  

By centralizing collaboration into the system, this feature improves transparency, reduces manual effort, saves time, and ensures both parties stay aligned throughout the matter lifecycle. 

Features include:   

• Within BillingPoint, users access a new “Matters” tab containing a list of matters. Each matter will include access to a new section titled Files.
• Documents will be scanned for viruses and malware before upload; files found to contain harmful content will not be processed. 

Other enhancements:

• Updates and improvements to Spend Agent.
• Added new Scope, Assumptions, and Risk fields to the Budgets section of Unity. Note that this is only applicable to vendors whose clients have enabled this feature.
• Added new Next Period Forecast column to the Accrual process model/table. Note that this is only applicable to vendors whose clients have enabled this feature. 

• After creating a matter and adding an external budget (while not submitting the amounts) in ELM and then closing VATM, the submission window banner message no longer displays in BP.
• VAT processing now presents correctly during LEDES upload.
• Line-item effective date for client-approved rates now reads in the correct MM/DD/YY format, ensuring line items always apply the approved rate when the date falls within the effective period.
• 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.
• Spot rate end dates are now set properly for past dates.
• Resolved various minor UI issues within BillingPoint.
• 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.