Onit’s Unity Legal Service Requests (LSR) solution provides customers with a standardized, out-of-the-box intake flow when other teams/departments need help or support from your legal department. This can be anything from general legal and policy questions to requests for contract reviews or patentability investigations.
By using Unity LSR, requesters and approvers get a lightweight process to consistently capture requests, streamline assignment, and track status/aging without having to leave the Unity platform.
Once activated, you can use the dropdown on the left-side navigation menu to switch to Unity LSR.
Unity LSR is an add-on solution that requires purchase on Unity ELM. Contact your Onit represenative for more details.
To deploy this solution to your organization, we recommend doing the following from the Settings page:
- Add any tags for further categorization and filtering of service requests
- Define the langauges your organization supports for service requests
- Add users and assign relevant LSR roles (e.g., Business Requester or Intake Admin)
Out-of-the-Box Intake Forms
When submitting requests, users can select from the following built-in templates:
- NDA: For generating a company NDA or requesting review of a third-party NDA.
- Contract Review: For review/redlining of third-party/counterparty templates (e.g., MSA, SOW, etc.).
- Contract Generation: For drafting of contract from approved templates (e.g., MSA, SOW, etc.).
- Contract Change: For amendment, renewal, extension, termination, or addendum of a contract.
- Vendor/Privacy (DPA or Online Terms): For handling of DPAs and acceptance of vendor click-through terms related to data processing.
- Marketing/Communications Review: For legal/brand review of campaigns, copy, PR announcements, web content, and/or event assets.
- Policy/Compliance Question: For guidance on internal policies or regulatory interpretation.
- General Legal Question: For all simple legal questions when no other type applies.
- Signatory/Authority Request: For determining signing authority or requesting supporting corporate documents (e.g., secretary’s certificate, PoA, etc.).
Intake Flow & Statuses
When a requester submits a form, admins are notified via email and can access the pending request from their dashboard. A request can go through the following phases depending on its type and required action:
| Phase | Pending Action/Description | User Role(s) |
|---|---|---|
| Legal Triage (i.e., In Triage status) | Request goes through review for handoff to an assignee (e.g., Intake Admin or Legal Analyst/Attorney) to start work. Assignee can continue with the request or take other actions, such as putting the request on hold or requesting additional information to move forward. | Intake Admin |
| In Progress | Work is being completed by the assignee. Depending on next steps or required action, this can be changed to any of the following statuses: Waiting on Requestor, On Hold, Completed, or Canceled. | Legal Analyst/Attorney |
| Waiting on Requestor | Indicates that additional information is required from the requestor, such as attachments, responses to questions, or other details as specified by the assignee. Depending on next steps, this can be changed to any of the following statuses: In Progress or Canceled. | Business Requestor |
| On Hold | Indicates that work has been paused due to a blocker or another dependency. Assignee must provide a waiting reason, and the requestor is notified. | Legal Analyst/Attorney |
| Completed | Indicates that the work has been completed by the assignee. Once marked as completed, the request can be reopened or a follow-up can be requested. | Intake Admin or Legal Analyst/Attorney |
| Canceled | Requests in any phase can be canceled by the requester or an assignee/admin. Canceled requests can be reverted to In Triage or In Progress. | Intake Admin, Legal Analyst/Attorney, or Business Requestor |
Unity LSR Dashboard
The default homepage displays a My Items tile for a quick overview of recent activity and items that may require attention. This tile displays the following clickable categories that take you to the filtered view:
- Service Requests
- Requests Awaiting My Action
- Requests Waiting on Business
- Requests Due Soon
- Recently Updated Requests
- Requests on Hold
In addition, the dashboard displays a visualization of requests based on the type and status. Click View LSRs at the bottom of one of the charts to open the list.
