Enterprise Legal Management

Enterprise legal management implementation and support

Enterprise legal management (ELM) is the system a legal department runs on: matters, outside counsel spend, eBilling, legal holds and reporting. Swiftwater implements, migrates and supports ELM platforms including Onit, Mitratech, Thomson Reuters Legal Tracker and Wolters Kluwer, led by three Onit Level 4 certified practitioners.

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    Certified in multiple technologies  ·  Onit Level 4 certified  ·  MM  ·  eBilling  ·  CLM  ·  Document Management  ·  Legal Hold  ·  Information Governance  ·  Americas  ·  EMEA  ·  APAC

    4

    Continents on one Onit deployment

    Client case study · American-Asian global technology company

    Swiftwater moved an American-Asian global technology company from an aging eBilling system to Onit, migrating millions of records and deploying across four continents, then administered the platform: users, workflows, reporting, and data integrity, plus the translation of every reorganization, cost center move, and approver change into system change. Onit grew from matter and invoice approval into the department’s operating platform.

    Onit Partner Spotlight

    Most implementation partners have one Level 4 certified Onit consultant. Swiftwater has three.

    Onit Level 4 certification is the highest practitioner credential in the Onit ecosystem. It requires demonstrated experience across the full implementation lifecycle, not just familiarity with the platform.

    Sam Lu, Jonathan Gilman, and Roger Jarman each hold Level 4 certification independently. That is not a coincidence. It is a staffing philosophy: every Swiftwater ELM engagement is led by someone who has delivered at the highest level of complexity.

    Across Sam, Jonathan, and Roger alone, that is an estimated 60,000+ combined hours of Onit and legal technology implementation work, and 100+ Onit implementations and complex projects across their careers. Extended further by the broader bench we have in place.

    3

    Onit Level 4 certified practitioners: Sam Lu, Jonathan Gilman, Roger Jarman

    Supported by a strong and large bench of Level 3 & Level 2 practitioners

    60K+

    Combined estimated hours of Onit and legal technology implementation experience across Sam, Jonathan, and Roger

    Extended by the broader bench we have in place

    100%

    User adoption of the Legal Service Request (LSR) and intake portal globally, achieved post-implementation

    20%

    Cost savings delivered for a large high-tech client

    Our team has delivered one of the largest eBilling implementations by spend and data migration volume in the industry.

    A separate engagement delivered LSR, ELM, CLM, and eBilling across 90,000 employees in 8 languages for a global retail conglomerate.

    All delivered in active partnership with Onit as a certified referral and implementation partner.

    Platforms: Onit  ·  Mitratech  ·  Wolters Kluwer  ·  LexisNexis  ·  Thomson Reuters  ·  Dilitrust  ·  Homegrown and legacy systems

    UTBMS codes

    UTBMS Code Lookup Tool

    Look up any UTBMS legal billing code in our searchable UTBMS Code Database, with original guidance on when to use each code, what reviewers watch for, and what invoice review checks.

    Search the UTBMS Code Database →

    Our Approach

    Full-cycle ELM implementation.

    1. 01

      System Selection & RFP

      Vendor-agnostic evaluation across Onit, Mitratech, Wolters Kluwer, Thomson Reuters and others.

    2. 02

      Implementation & Configuration

      End-to-end configuration aligned to your legal workflows, by forward deployed engineers who work on your instance with your team.

    3. 03

      Data Migration

      Including large-scale single-wave migrations from legacy and homegrown systems.

    4. 04

      Systems Integration

      HR, finance, e-signature and middleware integrations built correctly from the start.

    5. 05

      BI & Dashboards

      An analytics layer on top of your ELM data.

    6. 06

      Change Management & Training

      A dedicated adoption program on every implementation.

    7. 07

      Go-Live & Hypercare

      We stay through go-live and the hypercare period.

    8. 08

      Post-Implementation Optimization

      We keep tuning the system as your legal function evolves.

    Onit services

    Onit implementation, migration, integration and managed services.

    Swiftwater is a specialist Onit implementation and legal technology services partner. Our certified team delivers end to end, from architecture and configuration through migration, integration, deployment and ongoing support, with minimal reliance on Onit’s professional services. That includes complex enterprise integrations and global rollouts. Behind our three Level 4 certified practitioners are additional experienced and certified Onit developers at various levels of experience and certification, onshore and offshore, and senior and junior business analysts with years of supporting implementations and operating Onit matter management, eBilling, CLM, legal service requests and custom applications.

    Implementation and architecture

    Architecture, configuration and deployment across Onit ELM, eBilling, matter management, CLM, legal service requests and IP operations.

    Migration

    OnitX and SimpleLegal to Onit Unity (see SimpleLegal to Onit Unity), Legal Tracker to Onit, and single-wave moves from legacy and homegrown systems.

    Integration

    Accounts payable, single sign-on, HR, finance, e-signature and document management, built correctly from the start.

    Apptitude development

    Workflows, legal service requests and custom apps on Onit Apptitude, built by our Level 4 certified practitioners.

    Managed services and support

    Administration, reporting and continuous improvement after go-live, from the team that implemented it. See managed services.

    Legal Tracker

    Legal Tracker support

    If your department runs Thomson Reuters Legal Tracker, we administer, report on and configure it, cover a departing administrator, and migrate to or from it. We also implement the alternatives, Onit among them.

    See Legal Tracker support →

    Spotlight on ELM Leaders

    Named practitioners. Proven delivery.

    You meet the people who will do the work on the discovery call, and they stay on the engagement.

    Sam Lu, Senior Advisor, Legal Technology, Swiftwater & Company

    Sam Lu

    Senior Advisor, Legal Technology

    Onit Level 4 certified. Has led ELM implementations for global enterprise legal departments across North America, with delivery across Onit, Mitratech and large-scale legacy migrations. Career total: 30+ implementations and complex projects.

    Jonathan Gilman, Senior ELM / CLM / LSR Expert, Swiftwater & Company

    Jonathan Gilman

    Senior ELM / CLM / LSR Expert

    Onit Level 4 certified, and joined Onit as employee number eleven. Specializes in ELM, CLM and legal spend reporting, with depth in complex data migrations and multi-system integrations. Career total: 50+ client implementations and projects.

    Roger Jarman, EMEA Leader, Swiftwater & Company

    Roger Jarman

    EMEA Leader

    Onit Level 4 certified. Leads Swiftwater’s EMEA practice with 35+ years across IP management, ELM and ERP, and is one of the most sought-after ELM and IP consultants in EMEA. Career total: 35+ implementations and complex projects. Was on Team IP, winner of Onit’s 2020 Hack the House, which built a trademark renewals app on Onit Apptitude.

    Danish Butt, Managing Director, Swiftwater & Company

    Danish Butt

    Managing Director

    20+ years standing up legal operations and technology functions for enterprise legal departments, with earlier roles at Huron Consulting and Morae Global. Particular depth in international eBilling and managed services teams that keep the system running after go-live.

    Hafid Karama, Business Intelligence, PM, and Legal Ops, Swiftwater & Company

    Hafid Karama

    Business Intelligence, PM, and Legal Ops

    Builds the reporting and dashboards on ELM data, and supports Legal Tracker administration and reporting. Previously at Kroll and Duff & Phelps.

    Career totals describe each practitioner’s whole career, including work at previous firms and at Onit. Across Jonathan, Roger and Sam, that is 100+ implementations and complex projects. Engagements Swiftwater delivered directly are described as such on this page. Full bios are on our About page.

    Frequently asked questions

    What is enterprise legal management, and how does it relate to CLM?

    Enterprise legal management (ELM) manages the legal department’s work: matters, outside counsel spend, eBilling, legal holds and reporting. CLM manages the contract lifecycle: drafting, negotiation, approval, execution and obligations. Many platforms offer both on one foundation, and many departments implement them together. If contracts are your primary pain, start with our CLM practice.

    How long does an ELM implementation take?

    Scope drives the timeline. A focused matter management or eBilling rollout for a mid-sized department typically runs 3 to 6 months. Enterprise programs that span matter management, eBilling, legal service requests and integrations across multiple jurisdictions and languages run 9 to 18 months.

    What does an ELM implementation cost?

    Cost depends on modules, volume and integrations. A single-module rollout (eBilling or matter management) for a mid-sized department starts in the low six figures including software and services; multi-module global programs run well beyond that. We scope honestly in the discovery call, including whether you need an ELM at all at your current stage.

    What makes Swiftwater different from other Onit implementation partners?

    Most implementation partners have one Level 4 certified Onit consultant; Swiftwater has three: Sam Lu, Jonathan Gilman and Roger Jarman, each certified independently. Across the three, that is an estimated 60,000+ combined hours of Onit and legal technology implementation work. We are also an Onit certified referral and implementation partner.

    Can you migrate us from a legacy or homegrown system in a single wave?

    Yes. We have run large single-wave migrations from legacy and homegrown systems, including one of the largest eBilling data migrations in the industry, and a program that delivered LSR, ELM, CLM and eBilling across 90,000 employees in 8 languages.

    Do you support Thomson Reuters Legal Tracker administration and reporting?

    Yes. We provide ongoing Legal Tracker administration, reporting and configuration, and backfill for a departing administrator. Our professionals have also implemented Legal Tracker and led transitions off it. See our Legal Tracker support page.

    Which ELM platforms do you implement besides Onit?

    Our practitioners carry delivery experience across Mitratech, Wolters Kluwer, LexisNexis, Thomson Reuters, Dilitrust, and legacy or homegrown systems. At the selection stage we are vendor-agnostic and recommend what fits your processes.

    How many Onit implementations has your team delivered?

    Across their careers, our three Level 4 certified practitioners have delivered 100+ implementations and complex projects: Jonathan Gilman 50+, Roger Jarman 35+ and Sam Lu 30+. That includes work at previous firms and at Onit, where Jonathan was employee number eleven. Together they bring an estimated 60,000+ combined hours of Onit and legal technology implementation work.

    Can you deliver an Onit implementation without relying on Onit’s professional services?

    Yes. Our certified team delivers Onit implementations end to end, from architecture and configuration through migration, integration, deployment and ongoing support, with minimal reliance on Onit’s professional services. We work in active partnership with Onit as a certified implementation partner. Behind them are additional certified Onit developers, onshore and offshore, and senior and junior business analysts who support implementations and operate Onit day to day.

    Do you build on Onit Apptitude?

    Yes. Our Level 4 certified practitioners Sam Lu, Jonathan Gilman and Roger Jarman build workflows, legal service requests and custom apps on Onit Apptitude, the low-code layer of the Onit platform. Roger Jarman was on Team IP, which won Onit’s 2020 Hack the House with a trademark renewals app built on Apptitude.

    Do you deliver global Onit deployments?

    Yes. One engagement delivered legal service requests, ELM, CLM and eBilling across 90,000 employees in 8 languages for a global retail conglomerate. Our team has also delivered one of the largest eBilling implementations by spend and data migration volume in the industry.

    Do you provide Onit managed services and ongoing support?

    Yes. After go-live we administer, report on and keep improving Onit through our managed services practice, with the same certified team that implemented it.

    Talk to an ELM practitioner who has delivered it.

    Book a Discovery Call

    Enterprise legal management pages

    This page covers our full enterprise legal management practice: selection, implementation, migration, integration and ongoing support. We are system agnostic and work across Onit (OnitX, Unity and SimpleLegal), Mitratech, Wolters Kluwer, Thomson Reuters Legal Tracker, LexisNexis, Dilitrust, and legacy or homegrown systems.

    The pages below go deeper on the platforms buyers ask us about most. They are a starting point, and every system above is covered by the same team.