Enhancements - Available on Release

• Added in an option to suppress the invoice due date. 

• BPT Suites have been updated to support Unity Styling standards as part of the OnitX 26.3 release. This includes the Spend Suite, Matter Suite, and Vendor Suite templates, aligning their experience with the broader OnitX design system.

View the full August 2026 OnitX ELM Release Notes here. 

New Features and Enhancements - Available on Release

• Unity now includes Pro Forma invoice functionality from ELM. This adds the ability to introduce a pro forma invoice workflow directly in Unity. Pro forma invoices are invoices with international taxes submitted by the vendor in a draft state so that the invoice can now be adjusted and the Pro Forma adjustments are reportable. This new workflow can help capture the savings information which is otherwise lost to rejection. (Note: Released July/August)
  
  Learn more about Pro Forma functionality with the Pro Forma Invoice user guide. 

• Unity ELM now supports invoice-level tax details passed from Counsel Exchange so clients can clearly see taxes applied to an invoice. Invoice-level discounts are also supported, and related financial dashboard and reporting calculations have been updated accordingly.

• Introduced enhanced commenting functionality between Unity and Counsel Exchange, enabling back-and-forth communication between vendors and clients directly on invoices and Timekeeper (TK) rate requests.

• Ask Unity can now work with customer-specific custom attributes configured in a client environment. Users can ask questions about custom attribute fields and generate visualizations from that data, with role permissions enforced.
• The Unity ELM Financials Dashboard is rebuilt in Superset using a standardized data warehouse dataset and defined calculations for reporting metrics. The new dashboard supports global filters, customizable charts and filters, and export and sharing capabilities, with validation and phased migration from the legacy dashboard.

View the full August 2026 Unity ELM Release Notes here. 

Enhancements - Available on Release

• Vendor account cleanup: Users who were linked to more than one vendor account have been consolidated to a single account, removing confusion around invoice access and permissions.
• Validation Insights improvements: Line-item warnings now show the affected timekeeper name and ID, and warning and rejection icons have been made more visually distinct from Health Score indicators so actionable invoice errors stand out.
• Introduced enhanced commenting functionality between Unity and Counsel Exchange, enabling back-and-forth communication between vendors and clients directly on invoices and Timekeeper (TK) rate requests.
• "Finalize Pro Forma Invoice" dialog is updated to use Unity components.
• Instituted UI feedback updates.

View the full August 2026 Counsel Exchange Release Notes here. 

Enhancements - Available on Release

• Matter-level documents that are marked as “Required for Spend Agent” are automatically included in the Spend Agent review process, so that Spend Agent can evaluate invoices using all relevant engagement documentation at a matter level and supporting materials associated with the matter.

  

• Spend Agent can now automatically calculate and surface recommended monetary adjustments for clear, rule-based variances so that it can confidently apply valid corrections, understand the financial impact of decisions, and streamline invoice review.
  
  You can turn Spend Agent Adjustments on under your Settings within a vendor record. 

You'll see the suggested adjustment pop up when you hover over the Flags on an invoice. You can also click into the line-item to view more Spend Agent adjustment details. 

View the full August 2026 Spend Agent Release Notes here. 

Enhancements - Available on Release

• Expanded Ask Unity to include five additional ELM data entities: Invoice Reviewer Rules, Matter Allocations, Purchase Orders, Budgets, and Accruals. This expands the range of legal operations data users can explore via chat, with access aligned with role-based permissions for sensitive data objects. Additionally, Ask Unity now supports client-configured custom attributes in chat queries. This allows users to query and analyze client-specific fields through natural language, expanding coverage beyond standard data models.
• Ask Unity chat can now be accessed from individual Unity pages through a persistent chat widget embedded across the product. Chats started from these page-level panels are created automatically and saved to the main Ask Unity chat history for a consolidated experience.
• In support of the Ask Unity architecture, users can now ask support questions or product how-tos directly in chat. 

View the full August 2026 Ask Unity Release Notes here. 

No updates for August 2026.

Enhancements - Available on Release

• ReviewAI now expands data extraction beyond text to support structured field types such as dates, numbers, currencies, dropdown values, and checkboxes. This enables contract information to be mapped directly into records with greater consistency for intake, reporting, amendment tracking, and compliance review.

• The Preferences page in ContractWorks Premium has been redesigned with a more modern and streamlined interface. The update improves visual clarity, navigation, and access to key actions while preserving existing workflows.

• You can now reprocess auto-tagging in bulk for up to 300 contracts at a time within a single folder level. The update uses generative AI to analyze documents and extract contract data, clauses, and other key components, with asynchronous job processing and customer-facing status messaging for batch progress.

• Instituted Virus Scanning on documents for SecureDocs/ContractWorks/ReadySign. This change was made to ensure we enable virus scanning on documents to keep our product secure. Virus Scanning will happen after upload in the background, and the user won't see any change unless the file is marked as infected.

View the full August 2026 ContractWorks/SecureDocs/ReadySign/ReviewAI Release Notes here. 

Enhancements - Available on Release

• Unity LSR now includes additional out-of-the-box request types for common legal domains: Employment, Intellectual Property, Product Legal Review, Insurance, and Legal Operations. These new request types provide more specific categorization for intake, which improves routing and reporting across legal requests.

• Unity LSR now includes integration support for OnitX ELM, expanding connectivity between Unity LSR and OnitX ELM to support cross-platform legal operations.

View the full August 2026 LSR Release Notes here. 

Enhancements - Available on Release

• Expanded Matter Management integration so users can link an RFP to an existing matter or create a new matter during RFP setup. Awarded rates, matter date ranges, phases, and spend details can now be sent to Matter Management.

• RFP is now integrated with OnitX ELM to support matter selection from OnitX and alignment of budget data between the systems. The integration also includes support for field mapping and settings to accommodate customized ELM configurations.

• Added support for saving engagement letters as reusable templates with fields for proposal-specific information. Engagement letter templates are now available during RFP drafting, and any engagement letter included in a saved RFP template is preserved with that template. 

View the full August 2026 Unity RFP Release Notes here. 

Enhancements - Available on Release

• Enhanced user experience (UX) with improvements across the application.

• Invoice PDF Preview allows users to review invoice documents at a glance without downloading.

• Released SIC-only Law Firm setup (including LEDES Review support), offering more flexible configuration for your legal workflows.

• New Reports for invoices and line items providing greater transparency and reporting capabilities.

• Multi-Factor Authentication (MFA) now supports Time-based One-Time Passwords (TOTP), an additional layer of security using your preferred authenticator app.

View the full August 2026 BusyLamp release notes here. 

Enhancements - Available on Release

• The SwitchIt product picker has been added to let eligible users switch between Unity and OnitX products. SwitchIt establishes product context in navigation and routes users to the appropriate destination based on access. Learn more about the feature here: SwitchIt Feature Spotlight.

Enhancements - Configuration Required

• Instituted column-level encryption, allowing sensitive data to be encrypted at rest. Data is encrypted before being stored in the database, and can only be readable when viewed through the OnitX application. Learn more about column-level encryption here: Column-Level Encryption Feature Spotlight. 

  

• Legacy OnitX ELM users now have the opportunity to see a refreshed Onit environment built to provide the user with a more modern and comprehensive experience. Learn more about the new UX for OnitX here: A Guide to the New UX for OnitX: What You Need to Know.

View the full August 2026 Apptitude Release Notes here.