Recent updates
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Email: Working Group intro email (to be sent before Kickoff)
Updated onArticleSubject: Catalyst AI Contract Review Implementation Working Group
Dear [Working Group],
I am writing to thank you for agreeing to be part of the Catalyst Contract Review implementation working group. Your expertise will be invaluable for a successful implementation of this new tool to streamline our contract review process.
The purpose of this working group is to ensure that our implementation of Catalyst Contract Review meets the needs of our organization. We will work closely with Onit to integrate the tool into our existing contract review process, and your input will be critical to this effort.
Onit estimates about 6 weeks to implement a review, called a Checklist, for each contract type. Depending on your role in the working group, this could include: Catalyst Contract Review training, installing the Word Add-in, gathering necessary information to provide to Onit, working with Onit to create the Review Checklist, and testing and providing feedback. At most, this should take 2-3 hours per week. Additional details will be provided to you soon, based on your role in the project.
We understand that this requires additional work on your part, and we appreciate your willingness to help. We believe that Catalyst Contract Review will ultimately help our contract reviews be more efficient and effective, and we are excited about the benefits that it will bring to our work.
Thank you again for your participation in this working group. We look forward to working with you to make this implementation a success. If you have any questions, please feel free to reach out to me.
Best regards,
[Your Name]
Catalyst for Contracts End User Guides
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Onit Actions Reference
Updated onArticleNote: See our Creating an Action tutorial to get started building actions.
Developer Tutorials and Materials App Builder Developer Tutorials Reference Materials
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Vendor Budget Collaboration via BillingPoint - August 2023
Updated onArticleBudget: Set at the VATM level, dictates the type of budget, budget details, and calendar type. No value is set at this level but budget detail values are summed up to this level.
Budget Details: Child to the Budget, the Budget Detail holds the actual information about the given budget and spend amounts in a given timeframe. The number of Budget Detail children that are created is directly related to the Type of Budget being created. For example, a LOM Vendor Budget will have 1 Budget Detail per Vendor, with a time period of “LOM” - an Annual Matter Budget will have 1 Budget Detail per year created for it. Actual data entry for Budget amounts/dates will be done at this level, as well as all “invoice level” spend calculations.
Budget Forecast: An annual option where companies can choose whether to have a scheduled time when all open matters subject to budget collection will be automatically pushed to vendors to provide an update for the future year’s budget amount.
Budget Reforecast: An option where a company can choose to automatically request vendors to update their previously supplied budget amounts. Can be set at different time intervals based on the desire of the matter owners.
Cadence: the repeated frequency with which activities will occur
Submission Window: the number of weekdays where vendors will have the ability to provide budget details
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
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Configuring iManage
Updated onArticleThis document contains an outline of what is needed to set up the iManage Actions that create and maintain a workspace from Onit to iManage. This procedure will require you to work directly with the client's iManage consultant, as there are Field names and values that are brought over from iManage that you will not have access to inside of Onit.
Developer Tutorials and Materials App Builder Developer Tutorials Integrations
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Fall Release 2023 (Part 2)
Updated onArticleWe are pleased to release enhancements to the Spend Suite, Invoice AI Suite, and Diversity Dashboard to all our reporting customers as a part of Fall Part 2 Release. The reports will be deployed on Dec 2.
Release Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes
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Vendor Accrual Collaboration via BillingPoint - November 2023
Updated onArticleAccrual Cadence:the repeated frequency with which accruals will be requested
Vendor Accrual Submission Window: the number of days the vendors will have the ability to provide accrual values
Client Review Window: the number of days the client reviewers will have the ability to review/edit/approve accrual values
Department Accrual Process: the record for a cadence specific accrual request that contains all vendors included in the accrual process
Vendor Accrual Process: the record for a vendor containing all matters on which accruals have been requested for a given Department Accrual Process
Accrual Request: the accrual value for a single matter/vendor for the requested cadence; there are n number of Accrual Requests on a single Vendor Accrual Process
Accruals Admin: User Group for client users that need access to review/approve all submitted vendor accruals
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
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BillingPoint Release Notes - December 2023
Updated onArticle- Accruals Collection in BillingPoint (Client must enable this feature)
- See additional details here - Vendor Accrual Collaboration via BillingPoint
- Client/Vendor Budget Collaboration Phase 2 (Client must enable this feature)
- Appended budget name/link on the Budgets grid with the number of budget details
- See a full overview of the budgets feature here - Vendor Budget Collaboration via BillingPoint
- On edit invoice view, a Tax Amount field for each line-item was added to show the tax total based on the entered tax rate
- Highlight missing required fields on Timekeeper profile during client timekeeper rate request
- Client applied spot rate is now displayed on invoice
- Client Spot Rates page has been added to vendor BillingPoint accounts for reference
- Listing of accepted file types now display in the attachment field on manual invoice creation
- Fee Arrangement added as a column on the download of Invoices list
- When emailing multiple invoice PDFs, Invoice PDF's can be sent in 1 file
- If there is no matching data the selected criteria for data download, the error advising user of this will be displayed on the download modal, so selections are preserved
- Numeric validation on keypress was removed to allow for entry of decimal values less than 1; the validation is now done on save
Release Notes ELM and BillingPoint Release Notes BillingPoint Release Notes
- Accruals Collection in BillingPoint (Client must enable this feature)
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Matter Suite Template
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Documentation
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Fall Release 2023 (Part 1)
Updated onArticleWe are pleased to release an enhanced and performant version of the Matter Suite after implementing the feedback that we received from our customers as enhancement requests or product requests. We have also updated the Spend Suite Template with some valuable enhancements. The Matter Suite Template and Spend Suite Template will be available to all reporting customers after our Fall Part 1 release which is scheduled for Nov 4th.
Release Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes
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Submitting a Budget for Life of Matter Fee Arrangement
Updated onArticlePlease note: these instructions only apply to matters with a Life of Matter fee arrangement, which is not applicable to all clients. If your client has a custom configured budgeting solution in Onit, please refer to their instructions.
End User Guides BillingPoint End User Guides Guides to Using BillingPoint