Recent updates
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CLM Winter Release 2021
Updated onArticleCLM users can now extract clauses from executed contracts uploaded through Store Executed Contract or Import Third Party Paper in CLM. This new functionality extracts relevant clauses out of a document through ExtractAI and stores the information in the CLM contract.
Simply initiate either request from the Quick Launch button on the CLM Suite dashboard, supply the required data and submit the request.
Release Notes CLM Release Notes CLM Release Notes
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Playbook Manager Video Overview
Updated onArticleHere is a highlevel overview of how to use Playbook Manager, in just 10-minutes.
Catalyst for Contracts End User Guides Playbook Manager Playbook Manager
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View Summary
Updated onArticleYou do have the ability to view a summary of the Checklist. It helps get feedback or have a concise version for approval. Click the button in the top right that says "View Summary."
Catalyst for Contracts End User Guides Playbook Manager Playbook Manager
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Edit a Checklist
Updated onArticleThe edit window for Playbook Manager will consist of four columns:
- Groups - Groups help you to organize your issues. Helping you keep things together by category, or however you feel you need to tailor your Checklist
- Issues - These are the items you need to check off every action item you need to work through a contract. Checking parties, governing law, purpose, liability limits, etc.
- Rules & Actions - This is how you tell the AI what you need it to do. Alert you to something, Leave a comment, delete or redline something, etc.
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Live Preview - Here, you will see what your Checklist will look like as you make it. See what each rule and action will show or do. You will also see two other tabs here:
- AI Library - This contains the Concepts and Details for directing the AI
- Clause Library - This is the home for all your organization's preferred language.
Catalyst for Contracts End User Guides Playbook Manager Playbook Manager
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Creating a Checklist - Template
Updated onArticleWhen creating a Checklist, you also can start from several Templates. The templates are grouped by skillsets, such as Confidentiality, Data Processing Addendum, or even Procurement. These templated skillsets give you a good starting point for many different contract types.
Catalyst for Contracts End User Guides Playbook Manager Playbook Manager
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Creating a Checklist - Blank Checklist
Updated onArticleWhen creating a Checklist list, you are given a list of skillsets to choose from. A skillset provides the AI with certain concepts to be looking for, basically pointing it in a given direction. We will add new skillsets periodically. Every skillset will have a short description, letting you know what it is for. There is also a Master Skillset with every concept and detail in it.
Catalyst for Contracts End User Guides Playbook Manager Playbook Manager
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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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German BillingPoint User Guides
Updated onArticle- Erste Schritte mit BillingPoint(Getting Started with BillingPoint)
- Kontaktieren des BillingPoint-Supports(Contact BillingPoint Support)
- Rechtssachen(Matters)
- Hochladen einer LEDES-Rechnungsdatei (Uploading a LEDES Invoice File)
- Erstellen einer Rechnung (Building an Invoice)
- Bearbeiten einer Rechnung (Editing an Invoice)
- Aktualisieren/Stornieren einer Rechnung, die auf Genehmigung wartet (Updating/Voiding a Pending Approval Invoice)
- Erneutes Einreichen einer beanstandeten Rechnung (Resubmitting A Disputed Invoice)
- Gutschrift (Credit Invoice/Credit Memo)
- Pauschalrechnungen (Fixed Fee Invoicing)
- Rabatte/Anpassungen auf Rechnungsebene (Invoice Level Discounts/Adjustments)
- Hinzufügen eines Anhangs zu einer Rechnung (Adding an Attachment to an Invoice)
- MwSt.-Rechnungen (VAT Tax Invoices)
- Steuervalidierung und -zuordnung (Tax Validations & Mappings)
- Herunterladen einer Rechnungsliste (Download Invoice List)
- Hinzufügen eines neuen Timekeepers (Adding a New Timekeeper)
- Bearbeiten eines Timekeeper-Profils (Editing a Timekeeper Profile)
- Bearbeiten eines Timekeeper-Profils (Sammel-Upload) (Editing a Timekeeper Profile (Bulk Upload)
- Archivierung eines inaktiven Timekeepers (Archiving an Inactive Timekeeper)
- Anfordern eines neuen Timekeeper-Stundensatzes für den Mandanten (Requesting a New Client Timekeeper Rate)
- Anfordern neuer Timekeeper-Stundensätze für einen Mandanten (Sammel-Upload) (Requesting New Client Timekeeper Rates (Bulk Upload)
- Anzeigen von Anmerkungen zu Stundensätzen (Viewing Comments on Rates)
- Erneute Einreichung eines beanstandeten Timekeeper-Stundensatzes für den Mandanten (Resubmitting a Disputed Client Timekeeper Rate)
- Erneute Einreichung eines beanstandeten Timekeeper-Stundensatzes für den Mandanten nach Aktualisierung des Timekeeper-Profils (Resubmitting a Disputed Client Timekeeper Rate After Updating Timekeeper Profile)
- Stornierung eines beanstandeten Timekeeper-Stundensatzes für den Mandanten (Voiding a Disputed Client Timekeeper Rate)
- Gesperrte Timekeeper-Stundensätze für Rechtssachen (Locked Matter Timekeeper Rates)
- Timekeeper auf Rechtssachenebene (Matter Level Timekeepers)
- Einreichen eines Budgets für die Laufzeit einer Rechtssache (Submitting a Life of Matter Budget)
- Beantragung von zusätzlichem Budget für die Laufzeit einer Rechtssache (Requesting Additional Life of Matter Budget)
- Gestaffelte Volumenrabatte (Tiered Volume Discounts)
- Rechtssachen mit zusammengesetztem Stundensatz (Blended Rate Matters)
- Aktualisierung des Standorts der Geschäftsstelle (Updating an Office Location)
- Hinzufügen neuer Benutzer (Adding a New User)
- Ändern der BillingPoint-Sprache (Changing BillingPoint Language)
- Unterstützte Browser (Supported Browsers)
- Markieren von BillingPoint als Favorit (Bookmarking BillingPoint)
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Rechtssachen mit zusammengesetztem Stundensatz (Blended Rate Matters)
Updated onArticleDer Mandant und der Anbieter vereinbaren einen einzigen Stundensatz (zum Beispiel 200 $) für alle Timekeeper, die an der Rechtssache arbeiten. Der Stundensatz kann in einer Anbietervereinbarung oder einem ähnlichen Dokument vereinbart werden und für die Laufzeit der Vereinbarung oder auf unbestimmte Zeit gültig sein.
End User Guides BillingPoint End User Guides German Guides to Using BillingPoint
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Markieren von BillingPoint als Favorit (Bookmarking BillingPoint)
Updated onArticleWenn Sie BillingPoint häufig verwenden, empfiehlt es sich möglicherweise, eine Verknüpfung im Browser dafür zu erstellen oder es als Favoriten zu speichern.
Gehen Sie hierzu auf die BillingPoint-Anmeldeseite. Geben Sie dann in Windows Strg-d oder auf einem Mac Befehl-d (⌘-d) ein.
End User Guides BillingPoint End User Guides German Guides to Using BillingPoint