Matter Suite Template – Tableau

• We are pleased to announce that new ELM Matter Suite Template (Tableau) is being released as part of Spring release which is scheduled for production upgrade on June 3^rd 2023.
  • Note: Only client admins will be able to see this Matter Suite Template through Onit on the release date. Clients will need to email Onit Support if new dashboard needs to be available for any other non-admin groups.
• Matter Suite Template includes following features:
  • Upgraded charts and time series comparisons with flexibility to run metrics based on different dimensions within single dashboard.
  • Dynamically update KPIs based on year, quarter, and month selection.
  • Enhanced the matter suite grids to show discount percentage.
  • Open a matter or invoice in Onit, directly from the report.
  • Single matter analytics view includes budget tracking yearly/quarterly/monthly or lifetime budget tracking. Note: Onit’s standard budgeting app needs to be configured within Onit ELM to reflect in the matter suite.
  • Single matter analytics will also support different Vendor Fees Arrangements for users to visualize data per fees arrangement.
  • Ability to View Spend by calendar year or fiscal year.
    • Note: Fiscal year app must be configured within Onit ELM for the matter suite to return data based to client specific fiscal year, quarter and month.
  • Flexibility to view year-to-date spend comparison between different periods or just view the 12 months rolling spend trend.
  • Easily export user friendly grid reports within Matter Suite for further analysis.

Diversity Dashboard

• Onits new diversity dashboard has been further enhanced to include grid style Vendor Diversity metrics that can be easily exported by the user.
• Added support for custom staff classification within Diversity Dashboard.
• Please email Onit support to view this report within your Onit environment.

Matter Suite Template (Power BI)

• Matter Suite Template in Power BI is also available for all ELM reporting clients who wish to download the template and utilize it in their own Power BI environment. Client must have a DaaS connection to utilize this reporting template.
• Enhancements:
  • Supports various Vendor Fee Arrangements within a single matter view.
  • Enhanced the grid reporting to include Gross Fees and discount %. Rearranged the grids in a logical fashion.
  • Support for fixed fee in single matter analytics.