Driving Innovation One App at a Time

Incidents & Investigations

Provides a robust workflow to request, manage and track incidents and investigations end to end.

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Gifts & Business Entertainment

Provides robust workflows and automation on all gift and business entertainment requests company-wide to improve compliance with relevant policies.

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Invention Disclosure

Captures inventions created within your organization that may create intellectual property rights.

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Mentorship & Career Development

Creates a more formal method of linking mentors to mentees and tracks opportunities for career development, both inside and outside of an employee's current role within an organization.

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Trademark/Logo Use Requests

Allows the request, review, and approval of trademark and logo usage.

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Vendor & Law Firm Diversity Tracking

Helps internal teams gather diversity stats from law firms and vendors to track and manage compliance with corporate policies and/or diversity goals.

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Whistleblower

An anonymous intake of any alleged activities brought to you by employees. Organize, assess and manage whistleblower allegations in a secure, centralized, workflow-driven solution.

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Employee Incident

Provides a secure intake mechanism allowing employees to report incidents. Both named and anonymous reporting are fully supported.

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Third-Party Software Review

Conducts and monitors the review and approval of third-party software solutions requests and generates the required forms directly within Onit to support international requests through work council review and approvals.

Vendor Security Assessment Questionnaire (SAQ)

Handles requests for a third-party legal vendor to submit an SAQ to ensure that the vendor has appropriate data and system security safeguards.

Early Case Assessment

Automates the collection of crucial case-related details to ensure matters get handled cost-effectively and expeditiously.

Directorship

Tracks and manages internal Board of Directors appointments and approval workflows.

Directors’ Stock Election Unit Form

Assists with distributing, collecting, and tracking annual Board of Directors instructions for their stock options.

Data Privacy Breach Incident Tracking

Allows companies to monitor user data breach incidents effectively and oversee the related tasks required to remediate each event.

COVID-19 Self-Declaration

Enables an end-to-end workflow and automation solution to support COVID-19 self-declaration, health and safety requirements, any available HR benefits, and ideal return-to-work timeframes.

Compliance Questionnaires

Creates and distributes questionnaires for various compliance-tracking needs. Non-model answers can be logged and reviewed if needed, and the App keeps tabs on the number of completed and pending questionnaires.

Brand Management

Orchestrates a new promotion's global request, approval, and oversight. It can leverage existing promotion or coupon templates and include feeds from product databases.

Board Resolution Repository

A robust database where you can store, organize and provide real-time access to your entire resolution history.

Board Kit Distribution

Centralizes Board of Director information and lets you notify board members of new or revised documents while giving them access to the most current information.

Board Approval

Tracks and manages internal Board of Directors appointments and approval workflows.

Power of Attorney Appointments Change

Initiates and manages workflow between key stakeholders when a request to change a power of attorney occurs.

Vendor Search & Feedback

Allows users to input feedback on a vendor's work and channels that feedback to an App that allows users to search a database of vendors by name or specialty to see the average satisfaction rating for each vendor.

Value Added Services Tracker

Tracks law firm-provided value-added services (training, rebates, discounts).

Tread Report

A regulatory App that supports federally mandated reporting on automobile accidents involving product/tire failure.

User Access Request Form

Intakes and handles new user provisioning for existing company software solutions.

Trip Report

A quick and easy way for your sales reps or account managers to keep track of their customer and prospect visits.

Trade Association Approval & Management

Manages a corporation's international and national trade association memberships.

TPA Oversight & Remediation

Facilitates third-party administrator issue escalation and remediation.

Terms & Conditions

Helps with notifications and acknowledgments to outside counsel regarding terms and conditions.

Termination / Non-renewal of Distributor and Agent

Enables termination or non-renewal of a distributor/agent/sales representative.

Technology Governance & Control Functions Survey

Generates, deploys, and collects completed surveys to intake governance/control information, such as policy conformance to INFOSEC training.

Survey Requests

Intakes, manages and tracks incoming requests for various types of surveys used throughout the organization.

Shared Service Support Request

Logs and handles employee requests for cross-functional shared services.

Services Project Oversight

Lets you take control of complex projects with multiple team members across the organization.

Relationship Termination

Tracks and manages due diligence tasks when terminating a relationship with a partner.

Quote Approval

Communicates time, materials, and other necessary costs so you can quickly create a customer or prospect quote, obtain internal approvals and track all your quote activity.

Political Action Committee Workflow

Provides a system-managed process for tracking and maintaining political contributions from executives.

Policy Exception Requests

Orchestrates the request and approval around policy exceptions dealing with a variety of policy-governed events, such as capital expenditure, business entertainment, and travel.

PO Request

Facilitates request and payment approval for purchase orders.

Litigation Reserve Reporting

Collects and reports reserve dollar amounts for matters in litigation.

Legal Signature Request

Runs the approval and execution process for documents moving through apostilization and/or legalization.

Legal Process Outsourcing

Gives you visibility into all your outsourced legal work, ensuring high standards of quality and timely turnaround.

Legal Library Research Request

Engages your in-house legal librarian to dynamically provide requested research pertaining to legal matters.

Legal Helpline

Logs and directs incoming call requests for legal assistance.

Law Firm / Vendor Review & Approval

Creates a process for requesting non-panel law firms/vendors to work on a matter.

IT Access Request

Intakes, tracks, and handles employee requests for access to company systems.

Fund Management

Oversees the asset transfer between receiving and contributing entities within the company and includes various steps approved through eSignature workflows.

Fund Allocations

Provides a workflow for tracking invoices to be paid by a fund (e.g., Bank X, Money Market Fund, ContraFund) rather than a traditional legal entity.

External Vendor Approval

Intakes and manages requests to engage with external vendors.

End User Warranty Claims

Monitors the status of warranty claims.

Delegation of Authority

Facilitates the request authorization of another party to execute documents on behalf of the business.

Deal Risk Rating

Helps solicit risk ratings on deal matters from law firms.

Customer Intelligence

Provides a one-stop shop for all sales, financial and operational data on current customers.

Customer Engagement Portal

Provides customers with self-service access to data, files, and timelines relevant to the engagement with your business.

Compliance Training Management

Documents all internal compliance training sessions and corresponding details for analysis and reporting.

Commercial Deal Review Action Closures

Logs, tracks, and oversees the required actions of commercial deals.

Collaborative Budgeting App

Automates the request and collection of budget information from internal and external stakeholders, mitigating your need to manage through emails and spreadsheets.

Claims Risk Tracking – Product Related Claims

Allows users to submit specialty claims about a product for review and approval, then notifies and prompts multiple interested parties/business segments to review the claim for accuracy.

Balance Sheet Review

Reviews a company's balance sheet quarterly for various businesses. Balance sheets get circulated, reviewed, and approved worldwide.

Asbestos Payouts Workflow

Keeps track of asbestos settlement payouts from complex multi-party litigation.

Anonymous Multi-Language Risk Assessment Questionnaire

Lets users send out anonymous risk assessment surveys in any language and gather anonymous responses to questions regarding corruption and other compliance risks.

AFE (Application for Expenditure)

Handles the approval of expenditures, including tracking for costs and benefits over time.

Account Management Playbook

Helps account managers and sales reps strengthen relationships with customers by providing the right content at the right time – serving up appropriate content, case studies, videos, or datasheets at various stages of the engagement.

Trademark Renewals

Provides visibility into your trademark renewal decision-making process and automates key communications and reminders for gathering decisions.

Trade Secrets Access Management

Maintains accurate records of who has access to which trade secrets (or components of trade secrets) within an organization to ensure security and streamlines the process of securing them upon an employee's departure.

Task Quality Review Program

Surveys key stakeholders to understand the quality of completed tasks or work assignments by support staff, contractors, and/or offshore resources.

Task Assignment

Handles task assignments made to non-departmental resources.

Settlement Authority Request & Approval

Provides a workflow for approving documents that detail settlement authority requests.

Service of Process (SOP)

Automatically logs electronic subpoenas and court summons from CSC and CT directly into Onit, where automation, workflows, and notifications are triggered.

Return to Work Assessment

Solicits desired return-to-work information from employees to better predict and manage office capacity during a pandemic.

PTO Request, Approval & Tracking

Allows employees to request PTO, routes the request to the designated approver(s), and provides a running total of PTO days used and days available.

Patent Management

Tracks patents and patent-related data and connects them to matters.

Micro Matters

Allows users to create a "lite" matter record with limited fields for projects and work that do not rise to the level of a full matter (e.g., no outside counsel spend).

IP Infringement

Provides intake for any perceived infringement of your organization's IP. Collect, assess and manage all your IP infringement investigations.

Internal Investigations

Traces internal allegations end-to-end and creates capture points for intake, which the internal investigation team can then group together.

Incident Reporting

Allows employees to submit incident reports.

Ethics Violations

Provides intake and oversight for ethics violations bringing all your ethics cases together in one place so your team can oversee, collaborate and manage appropriately.

Employee Performance Reviews

Provides a framework for conducting and maintaining employee performance reviews on a desired cadence, including generating the completed performance review document(s) from a stored template for execution and filing.

Employee Onboarding

Orchestrates the required stakeholders and tasks when onboarding a new employee into the organization, including a complete 30, 60, and 90-day framework.

Employee Exit

Orchestrates the required stakeholders and tasks when an employee departs the organization to ensure exit interviews, recovery of digital and physical assets, and/or other critical tasks are carried out in a timely and organized manner.

Employee Directory

Helps log employee information and offers a workflow for creating employee records containing biographical information about each employee and their position/title information.

Employee Administration

Manages the administration of your employees so you can keep track of hire dates, promotions, employee awards, and recognition.

Marketing Challenge

Treats advertisement/marketing challenges as prospect matters, including claims by a government of false ads or claims against a competitor for misappropriation. Any employee can enter offensive and defensive challenges.

Power of Attorney Agreements

Handles the approval and management of power of attorney contracts used when a company needs to act on behalf of an employee.