Recent updates
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Task Code Phase Limits - August 2024
Updated onArticleThe Task Code Phase Limit (TCPL) Fee Arrangement is now available. The TCPL application is an Alternative Fee Arrangement (AFA) that provides an easy way for clients/vendors to set fee limits on specific tasks or project phases to ensure that the work is being completed as expected.
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
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OnitX CLM Summer Release 2024
Updated onArticleRelease Notes CLM Release Notes CLM Release Notes
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Release Notes – August 2024
Updated onArticleThe August 2024 release is a maintenance release which includes an upgrade to Ruby 3. No new features are included.
Release Notes App Builder Release Notes App Builder Release Notes
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Legal Hold Types User Guide
Updated onArticleOnit's Legal Hold Types feature within Legal Holds enables users to assign created Legal Hold Templates to different types of Legal Holds, making it easy for organizations to create repeatable processes for similar Legal Holds. Here, well take you step-by-step through the process of creating a Legal Hold Type.
End User Guides Legal Holds Management End User Guides Legal Hold Types
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Legal Hold Templates User Guide
Updated onArticleOnit's Templates feature within Legal Holds enables users to quickly create customized Legal Hold templates for a wide range of Legal Hold needs. Here, well take you step-by-step through the process of creating a Legal Hold Template.
End User Guides Legal Holds Management End User Guides Legal Hold Templates
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Cycle Time Report
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Documentation
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Liquid Reference
Updated onArticleLaunch Form Variables Field Calculation Variables Notification Variables Date and Date Math Filters Currency Filters Math Filters String Filters URL Filters Computational Filters Onit Filters Working With Participants Liquid References Date Calculations Liquid References Working with Fields Liquid References Emails and Links Liquid References
Developer Tutorials and Materials App Builder Developer Tutorials Reference Materials
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Onit System Limits
Updated onArticleThis page lists various explicit limits that are enforced across the Onit platform.
Developer Tutorials and Materials App Builder Developer Tutorials Reference Materials
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Tiered Volume Discounts (TVD 2.0) User Guide
Updated onArticleOnit’s new Tiered Volume Discounts (TVD 2.0) feature includes significant updates to the TVD system to enhance the user experience based on several client requests. These include: The ability to support any number of active TVD agreements per vendor at any given time and the ability to set up the hierarchy order for the system to determine which discount structure should apply to an invoice The option to apply TVD to invoices based on the bill-to matter’s Areas of Law, Matter Type, Fee Arrangement, and Vendor Office Location A setting to determine how TVD Total Spend is calculated. Total spend includes all invoices the vendor submits, regardless of if TVD is applicable on the invoice or not. Spend where discount applies only counts spend on invoices where the specific TVD structure is applicable. A setting to determine what is counted toward the TVD Total Spend. Invoice fees only (expenses, taxes, and discounts are not considered) or Invoice Total (all parts of the invoice are considered). A setting to determine which invoice states are included/excluded in the calculation of Total Spend for applying TVD A setting to determine which date the TVD application uses; options to utilize Billing Period End Date, Billing Period Start Date, and Invoice Date Applied TVD tier information is added to the Invoice New View header Here, we’ll take a step-by-step look at how to use the new Tiered Volume Discounts option.
End User Guides ELM End User Guides Discounts
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Legal Hold Reports User Guide
Updated onArticleOnit's Legal Hold Reports feature enables users to quickly generate comprehensive status reports on their Legal Holds, helping to ensure and display accountability through the process. Here, well take you through everything you need to know about the Legal Hold Reports feature.
End User Guides Legal Holds Management End User Guides Legal Hold Reports