Now Available for General Use
Counsel Exchange is the next evolution of Onit's BillingPoint and CounselGO services. Counsel Exchange brings CounselGo and BillingPoint together with a responsive UI refresh and modern UX, improving speed, accessibility, and intuitive navigation, reducing vendor training time, and increasing adoption.
For more information, view the Counsel Exchange user guide here.
Available on Release
Enhancements
- Introduced work for an MCP server for Counsel Exchange APIs, creating a standard integration point for AI-enabled tools and agents. The server is designed to use Counsel Exchange OpenAPI specifications to expose discoverable, authenticated API tools with structured error handling and phased support for read-only and write operations.
- Improved the invoice line-item grid with better column management, including support for adding, removing, reordering, and resizing columns.
- Updated invoice validation insights to better highlight actionable issues and improve warning visibility and consistency.
- Enhanced timekeeper rate management by streamlining repeated submissions and improving grid usability.
- Added stronger invoice error management tools, including better filtering, sorting, and export support for flagged entries.
- Clarified delete-invoice error messaging so users better understand when invoices must be archived instead.
- Improved bulk invoice submission behavior and messaging when selected invoices cannot all be submitted together.
- Vendors can now self-serve API keys and access hashes during setup for supported aggregator submission accounts.
- Timekeepers can now be associated with expense line items for clearer billing context.
- Discount and tax code filtering has been added to the invoice workflow.
- Invoice comments are now enabled for Unity clients.
- If a matter number listed in a LEDES file is not recognized, users can now select the correct matter using the UI.
- Failed invoice editing now surfaces clearer validation errors and warnings, including line-item level guidance, to make corrections easier.
- Contextual support article linking has been improved so users are directed to the right documentation based on where they are in the product.
Issues Resolved
- Fixed data discrepancies that resulted from downloading Excel files from the Invoice iframe.
- Resolved invoice PDF generation error.
- LEDES upload no longer allows currency amounts with more than the allowed decimal places.