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OnitX to Onit Unity

OnitX to Onit Unity: when to move, and making your design fit Unity

OnitX customers can choose to move to Unity, the direction of Onit’s platform. OnitX remains sold and supported, so the work is deciding when, and making your design and processes fit the Unity model. Swiftwater is a certified Onit implementation partner, led by three Onit Level 4 certified practitioners. Led by Jonathan Gilman.

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    OnitX  ·  Onit Unity  ·  Design review  ·  Apptitude  ·  Migration  ·  Americas  ·  EMEA

    Home » Legal Solutions » Enterprise Legal Management » OnitX to Onit Unity

    The choice

    Your choice, and your timing.

    OnitX is still sold and supported, and Swiftwater can help support it. Moving to Unity is your decision, with timing agreed with Onit. Unity is Onit’s AI-first ELM, with Spend Agent for invoice review and Ask Unity for analytics (Onit Unity).

    A move pays off when the design is ready for it. That is what the review below is for. Our guide to Onit Unity covers the platform.

    The review

    What we review before you move.

    1. 01

      Design and processes

      How your OnitX configuration and processes map to the Unity model, and what should change on the way.

    2. 02

      Custom functionality

      What was custom-built in OnitX, and whether each piece fits natively in Unity or needs Apptitude.

    3. 03

      Data and documents

      Matter, vendor and invoice data cleaned so it is good to work with Onit’s AI.

    4. 04

      Integrations

      AP, single sign-on and every other connection checked against Unity, and adjusted.

    5. 05

      People

      Training and change management for the processes that change.

    Firms and pricing

    Your law firms and your pricing.

    Law firms

    OnitX law firms already submit through Counsel Exchange, which Onit supports, so their portal does not change.

    Pricing

    Onit is priced on platform and legal spend, with no per-user pricing. CLM, legal hold and legal service requests are priced separately. See Onit pricing.

    One team

    One team for the whole move.

    1. 01

      Process and change

      We handle the process changes, the change management, and the chance to improve how your department works while the platform changes.

    2. 02

      Testing, documentation, training

      We test the configuration, document it, and adapt the training to your team and your law firms.

    3. 03

      Configuration done by us

      We do the configuration ourselves, so there is no need to hire two different teams for the work.

    4. 04

      Certified and backed by Onit

      Our work is fully certified and backed by Onit.

    How we help

    How we help.

    1. 01

      Support OnitX now

      Administration and support for your OnitX platform while you decide.

    2. 02

      Review

      Design, process and custom functionality review against Unity, with a clear recommendation.

    3. 03

      Move

      Configuration, Apptitude builds, data, integrations and training, by our own certified team.

    Who you work with

    The practitioners who run the move.

    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.

    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.

    Frequently asked questions

    Do OnitX customers have to move to Onit Unity?

    No. OnitX is still sold and supported, and moving to Unity is your choice, with timing agreed with Onit. Swiftwater, a certified Onit implementation partner, can support OnitX in the meantime and review whether your design is ready for Unity.

    What happens to custom functionality built in OnitX?

    Each piece is reviewed against Unity. Some fits natively in Unity, and some is rebuilt on Apptitude, Onit’s low-code layer. We map every custom function before the move, so nothing is lost.

    How do we know if our OnitX design fits Unity?

    Through a design and process review: we compare your OnitX configuration, workflows and reports with the Unity model, flag what changes, and check your data and integrations. You get a clear recommendation before any work starts.

    Do our law firms change portals when we move to Unity?

    No. OnitX law firms already submit through Counsel Exchange, which Onit supports, so their portal stays the same.

    How long does a move from OnitX to Onit Unity take?

    It depends on how much custom functionality you have, your data and documents, and your integrations. We scope the timeline after the design review, so it rests on your configuration.

    Considering Unity? Start with a design review.

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