name: SimpleLegal Vocabulary description: >- Vocabulary and taxonomy for SimpleLegal, the enterprise legal management platform by Onit. Covers legal operations, matter management, eBilling, spend management, vendor relations, and legal analytics domains. version: '1.0' created: '2026-05-02' modified: '2026-05-02' domains: - name: Matter Management description: Core concepts for managing legal matters and cases. terms: - name: Matter label: Legal Matter description: >- A legal engagement, case, project, or transaction tracked in SimpleLegal. Each matter has a practice area, status, budget, assigned counsel, and associated invoices. - name: Matter Number label: Matter Number description: An internal reference identifier assigned to each matter for tracking purposes. - name: Practice Area label: Practice Area description: >- The area of law governing a matter (e.g., Litigation, Intellectual Property, Employment, Contract, Real Estate, M&A, Regulatory). - name: Legal Hold label: Legal Hold description: A preservation notice requiring retention of all matter-related documents and communications. - name: Matter Status label: Matter Status description: >- The current lifecycle state of a matter: open (active), pending (awaiting action), on_hold (suspended), closed (completed or resolved). - name: Accrual label: Accrual description: >- Estimated costs incurred but not yet invoiced, used for financial forecasting and budget management at the matter level. - name: Budget label: Matter Budget description: The total allocated spend ceiling approved for a legal matter. - name: Task Management label: Task Management description: Integrated task tracking within matter management for deadlines and workload prioritization. - name: eBilling and Invoicing description: Legal invoice processing and billing guidelines concepts. terms: - name: Invoice label: Legal Invoice description: >- A bill submitted by outside counsel or a legal service vendor for legal services rendered, containing time and expense line items. - name: Line Item label: Invoice Line Item description: An individual time entry or expense record within an invoice. - name: UTBMS label: Uniform Task-Based Management System description: >- The industry-standard coding system for categorizing legal time and expenses using task codes (L-codes) and activity codes (A-codes). - name: Task Code label: Task Code description: >- A UTBMS code identifying the type of legal work performed (e.g., L110 for fact investigation, L120 for analysis/strategy). - name: Activity Code label: Activity Code description: >- A UTBMS code identifying the specific activity within a task (e.g., A101 for planning/analysis, A102 for research). - name: Timekeeper label: Timekeeper description: An attorney, paralegal, or other legal professional who bills time to a matter. - name: Billing Guidelines label: Billing Guidelines description: >- Rules set by the legal department governing how outside counsel must bill (e.g., no block billing, maximum rates per timekeeper level). - name: Invoice Status label: Invoice Status description: >- The processing state of an invoice: pending (under review), approved (accepted), rejected (denied), paid (payment processed), disputed (contested), hold (suspended). - name: Duplicate Invoice Detection label: Duplicate Invoice Detection description: >- Automated detection of duplicate invoices or line items to prevent double payment. - name: Spend Management description: Legal spend tracking, forecasting, and analytics. terms: - name: Legal Spend label: Legal Spend description: The total external costs incurred for legal services from outside counsel and vendors. - name: Budget vs. Actual label: Budget vs. Actual Analysis description: Comparison of approved matter budget against actual billed and paid amounts. - name: Spend Forecast label: Spend Forecast description: Forward-looking projection of legal costs for budgeting and financial planning. - name: Cost Code label: Cost Code description: >- A code (GL code, UTBMS code, or custom code) used to categorize and classify legal spend for accounting and reporting purposes. - name: Vendor Management description: Outside counsel and legal service vendor relationship management. terms: - name: Outside Counsel label: Outside Counsel description: External law firms retained to provide legal services on behalf of the organization. - name: Preferred Vendor label: Preferred Vendor description: >- A law firm or service provider with a negotiated rate agreement and preferred status in the organization's vendor management program. - name: CounselGO label: CounselGO description: SimpleLegal's vendor portal enabling outside counsel to submit invoices and collaborate with the legal team. - name: Diversity Tracking label: Diversity Tracking description: >- Classification and tracking of outside counsel diversity attributes including minority-owned, woman-owned, LGBTQ+-owned, and veteran-owned firms. - name: Rate Card label: Rate Card description: The agreed-upon billing rates for different timekeeper levels at a vendor. - name: Legal Operations description: Cross-functional legal operations management and automation. terms: - name: Legal Request label: Legal Request description: >- An intake request submitted by a business unit to the legal department, initiating the creation of a new legal matter. - name: AskAI label: AskAI description: >- SimpleLegal's conversational AI capability enabling legal teams to ask natural language questions about invoices, matters, vendors, and spend data. - name: ELM label: Enterprise Legal Management description: >- The category of software encompassing matter management, eBilling, spend analytics, and legal operations management for corporate legal departments. - name: Legal Operations label: Legal Operations description: >- The business discipline focused on improving the efficiency, effectiveness, and strategic impact of the in-house legal department. integrations: - name: ERP Systems description: Integration with SAP, Oracle, and other ERP systems for AP/GL data synchronization. - name: Accounts Payable description: Bidirectional data exchange with AP systems to eliminate manual invoice entry. - name: Salesforce description: CRM integration for matter intake tied to business opportunities. - name: DocuSign description: Contract signing integration for legal agreements. - name: Onit Unity description: Parent platform combining SimpleLegal with broader Onit workflow capabilities.