Configurable legal operations platform with insurance-specific modules for claims litigation management, policy compliance, contract lifecycle management, matter management, e-billing, and spend analytics.
Platforms that manage legal matters, track case progress, store documentation, and monitor outside counsel activities and expenses.
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Case Creation and Assignment Ability to create new legal cases/matters and assign to internal users or outside counsel. |
Core matter/case creation and assignment is highlighted as a base module in Onit's platform overview. | |
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Case Status Tracking Monitor the progress and current status of cases. |
Case status monitoring and tracking are specifically referenced in product documentation and promotional material. | |
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Matter Categorization Classify cases by type, jurisdiction, priority, or other custom parameters. |
Matter categorization by type, priority, custom fields appears in the product's configuration and demo videos. | |
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Case Milestone Tracking Set and track key milestones and deadlines for each case. |
Milestone and deadline tracking is cited as a key feature for matter management in Onit's collateral. | |
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Custom Fields Ability to add user-defined metadata or information fields to cases. |
Custom fields for matter metadata are described in setup/user documentation for flexible configuration. | |
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Search and Filter Advanced search and filtering by case attributes, status, or custom fields. |
Advanced search and filtering by attributes/custom fields is shown in UI screenshots and platform descriptions. | |
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Bulk Case Actions Perform actions (close, reassign, update) on multiple cases simultaneously. |
Bulk actions (e.g., reassign, close) on multiple matters/cases are demonstrated as part of case workflow functionality. | |
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Linked Cases Link related cases for holistic review and management. |
The system allows linking related cases/matters per documentation and support materials. | |
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Case History Log Automatically maintain an audit log of all case activities and changes. |
Audit log/history is available at both matter and system level. Confirmed in compliance/security features. | |
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Case Volume Capacity Maximum number of active cases the system can handle simultaneously. |
No information available | |
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Case Edit Speed Average time required to update or edit a case record. |
No information available |
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Central Document Repository All case documents are stored in a secure, centralized digital repository. |
Centralized, secure document repository is central to the product as per sales and user documentation. | |
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Document Tagging Assign tags or categories to documents for easier search and organization. |
Document tagging and classification for search/organization is referenced on the product's official page. | |
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Full-text Search Supports searching full document text, not just metadata or filenames. |
Full-text search supported for documents per feature list and demonstration videos. | |
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Version Control Track revisions and enable rollback to previous versions of documents. |
Version control is part of legal document management capabilities. | |
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Optical Character Recognition (OCR) Convert scanned images and PDFs into searchable and editable text. |
OCR is supported for scanned documents, enabling search and extraction. | |
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Bulk Upload/Download Upload or download multiple documents at once. |
Bulk upload/download of documents is an available feature for ease of use with large volumes. | |
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Document Commenting Users can add comments or notes to documents. |
Users can add comments/notes to documents according to product training materials. | |
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Automated Document Retention Policies Configure document destruction or archival rules based on compliance needs. |
Configurable document retention/archival policies for compliance are included. | |
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eDiscovery Support Tools to support legal discovery processes and preserve documents for litigation. |
eDiscovery support is advertised as part of the insurance-specific and legal compliance modules. | |
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Storage Capacity Maximum digital storage available for documents. |
No information available | |
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Upload Speed Average speed to upload a document to the system. |
No information available |
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Task Assignment Assign individual or recurring tasks to users or teams. |
Task assignment/creation is integrated in workflow modules as per all product literature. | |
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Automated Reminders & Notifications Automatic emails or system alerts for pending actions, deadlines, or milestones. |
Automated reminders and notifications for pending actions/deadlines are widely referenced across Onit materials. | |
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Workflow Builder Visual design tools for defining and automating multi-step legal processes. |
Visual workflow builder is called out as a differentiator in marketing and solution overviews. | |
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Template-Based Task Creation Create tasks from predefined templates for consistency and efficiency. |
Template-based task creation/workflows is provided for repeatable legal processes per product sheets. | |
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Approval Workflows Route items for review and approval through configurable workflow steps. |
Approval workflow capability is included for both legal and financial processes. | |
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Escalation Triggers Automatically escalate overdue or critical tasks to supervisors. |
Configurable escalation for overdue/critical tasks referenced in documentation. | |
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Progress Tracking Track completion status of tasks and workflows. |
Task and workflow progress status tracking is depicted in workflow dashboards. | |
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Workflow Analytics Report on workflow bottlenecks, completion times, and performance. |
Workflow analytics/reporting is an included component per training videos and documentation. | |
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Task Reassignment Speed Average time to reassign a task or workflow to another user. |
No information available |
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Audit Trail Record of all user activity and system actions for compliance. |
Comprehensive audit trail is cited repeatedly as critical for compliance in product literature. | |
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Role-Based Access Control Set granular permissions by user, team, or role for all system areas. |
Role-based access control is part of Onit's security and permissions model. | |
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Data Encryption (at rest/in transit) All data encrypted both when stored and when transmitted. |
Data encryption at rest/in transit is specifically mentioned under security/compliance product requirements. | |
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Single Sign-On (SSO) Supports authentication via organization’s centralized identity provider. |
SSO support for enterprise integration included in feature list. | |
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Two-Factor Authentication Optional or required two-step verification for all users. |
Two-factor authentication is available for enhanced authentication, per IT security features. | |
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SOC 2/ISO 27001 Compliance Platform certified for major security and privacy standards. |
SOC 2/ISO 27001 compliance is listed as part of the security certifications. | |
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Data Residency Options Ability to select data storage locations to meet local or regulatory requirements. |
Data residency for cloud instances in various jurisdictions is supported per compliance statements. | |
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Automated Data Retention Schedules Configure policies for automatic data archival or deletion based on compliance. |
Automated data retention/archival scheduling per compliance requirements is included. | |
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Conflicts and Personal Identifiable Information (PII) Warnings System flags data with possible conflict or PII risks. |
Product supports conflict/PII warnings as part of legal and claims compliance functions. |
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Email Integration Sync email correspondence with case records. |
Direct email integration for syncing communications with case records highlighted as key integration. | |
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Calendar Integration Synchronize task deadlines and events with external calendars (e.g., Outlook, Google). |
Calendar integration (Outlook/Google) is referenced as a scheduling feature. | |
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eBilling Integration Exchange billing data with accounting or claims platforms. |
eBilling integration is a primary capability—clearly advertised in insurance/legal vertical materials. | |
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APIs for Third Party Access Standard APIs for inbound/outbound data interfacing with other systems. |
Public API for third-party interfacing is available as per developer and integration documentation. | |
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Single Click Export/Import Effortlessly export or import data between systems. |
Single-click export/import for legal data and documents is referenced in documentation. | |
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Claims Management System Integration Connect legal case data directly to insurance claims platforms. |
Claims system integration (including insurance claims platforms) is a noted strength. | |
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Document Management System Integration Integration with external enterprise DMS platforms (e.g., SharePoint, Box). |
External DMS integration (e.g., SharePoint/Box) available per Onit website and technical guides. | |
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API Rate Limit Maximum number of API calls per minute/hour. |
No information available |
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Outside Counsel Directory Repository of approved outside counsel and law firm contacts. |
Approved external counsel directory and vendor management included in insurance/legal modules. | |
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Engagement Tracking Track which outside counsel are assigned to which cases and matter types. |
Tracking of engagement/assignment to cases by law firm is clearly supported. | |
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Performance Reporting Evaluate outside counsel via KPIs (timeliness, case outcomes, spend). |
Performance analytics for outside counsel (KPIs, spend/outcomes) is a standard dashboard. | |
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Invoice and Spend Management Track outside counsel invoices and cumulative spend. |
Spend/invoice management for vendors and law firms is a highlight of the product. | |
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Vendor Scorecard Rate outside counsel on predefined metrics and feedback. |
Vendor scorecarding for outside counsel available for performance review. | |
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Conflict Checks Automated system checks for potential conflicts of interest. |
Automated conflict checks included as a risk management tool. | |
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Outside Counsel Portal Secure, self-service portal for outside counsel to upload documents, submit invoices, and communicate. |
Outside counsel/vendor portal available for document/invoice submission and communication. | |
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Approval Workflows for Vendor Onboarding Automated approval process for adding new vendors or counsel. |
Automated approval workflows for vendor onboarding mentioned in vendor management documentation. |
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Legal Spend Tracking Monitor all legal expenses by case, matter type, or law firm. |
Legal spend tracking by matter, type, and law firm is a central spend analytics feature. | |
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Budgeting and Cost Forecasting Set, monitor, and compare legal fee budgets for cases and matters. |
Budgeting and forecasting for legal spend reviewed in platform documentation and screenshots. | |
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Accrual Accounting Support Support for capturing anticipated legal costs even before invoices arrive. |
Accrual accounting for legal matters is referenced as a key billing feature. | |
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Billing Guidelines Enforcement Automatically flag or reject invoices that violate company billing guidelines. |
Enforces billing guidelines, automatically flags/rejects noncompliant invoices. | |
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Invoice Approval Workflows Route invoices through a configurable approval process. |
Invoice approval workflows configurable and available. | |
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Spend Analytics Dashboard Interactive dashboards and charts to analyze spend by various parameters. |
Spend analytics dashboards for legal operations shown in product overviews. | |
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Automated Invoice Processing Speed Average end-to-end processing time per invoice from submission to payment recommendation. |
No information available | |
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Multi-Currency Support Ability to handle billing and reporting in multiple currencies. |
Supports multi-currency operations—relevant for global legal teams. |
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Custom Report Builder Create and schedule reports using templates or custom queries. |
Custom reporting and report builder are part of analytics suite. | |
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Pre-built Legal KPIs Out-of-the-box metrics for case resolution time, legal spend, and performance. |
Pre-built legal KPIs included in reports/dashboards. | |
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Dashboards Configurable visual dashboards for high-level oversight. |
Configurable dashboards for various roles displayed in solution highlights. | |
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Export to Excel/CSV Export reports for offline analysis or sharing. |
Export to Excel/CSV available for data and reports. | |
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Automated Scheduled Reports Send reports to users or stakeholders on a defined schedule. |
Automated and scheduled reporting by email/scheduled runs included. | |
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Ad Hoc Query Capability Easily generate custom insights via search and filter. |
Ad hoc queries/search for custom insights supported in UI. | |
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Data Visualization Tools Pie charts, graphs, trendlines, and heat maps for quick insight. |
Built-in data visualization tools are referenced (charts, graphs, etc). |
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Intuitive User Interface Modern, clean, and easy-to-use UI design. |
Modern, intuitive user interface highlighted as a differentiator. | |
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Mobile Access Native or web mobile applications for on-the-go access. |
Mobile web-access and native mobile options available. | |
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Performance and Load Time Average page or module load speed. |
No information available | |
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User Onboarding/Tutorials Self-guided tours, help menus, or onboarding wizards. |
User onboarding and tutorials referenced in documentation and user support. | |
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Multilingual Interface System supports content and controls in multiple languages. |
Multilingual support cited for international legal teams. | |
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Customizable Homepages/Dashboards Users can personalize the layout and content of their landing page. |
Customizable dashboards/pages for user roles featured in product screenshots. | |
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Accessibility Compliance (WCAG/ADA) Interface compliant with accessibility standards for users with disabilities. |
Accessibility compliance claimed to at least WCAG/ADA standards per documentation. | |
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User Licenses Supported Maximum number of concurrent users the system supports. |
No information available |
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Internal Messaging Secure chat or messaging between users within the platform. |
Internal messaging is part of collaboration tools. | |
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Comments on Cases/Tasks Threaded discussions on individual cases or tasks. |
Case/task comments and thread discussions available as standard features. | |
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File and Link Sharing Share files or links related to cases within the system. |
In-system file/link sharing is referenced in user guide. | |
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Collaborative Document Editing Edit documents with multiple contributors in real time. |
Collaborative document editing (with audit trail) is supported. | |
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Notification Center Central area to view all notifications and alerts. |
Central notification center is featured in UI walkthroughs. | |
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Guest Access Controls Allow secure, scoped access to external collaborators. |
Granular guest access controls for outside/external collaborators included. | |
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Discussion Forums/Boards Create topics/forums for broader team knowledge sharing. |
No information available |
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