Onyx Intake Updates and
Product Roadmap

As compliance workflows evolve, Intake teams need a faster, clearer way to review documents, manage terms, and move through client and matter intake with confidence. In this WebEd, we’ll walk through Onyx Intake Updates and Product Roadmap so your team can see the latest usability improvements to the Intake module, review how the updated interface simplifies key workflow steps, and preview the Onyx roadmap for the rest of the year.

After attending this WebEd, you will be able to:

• Navigate recent Intake module interface improvements with greater confidence
• Delete documents directly from the Clients & Matters page
• Manage highlighted terms and term categories more efficiently from the term card
• Review terms in the order they appear in the source document
• Identify how recent backend updates support improved responsiveness in Intake
• Preview upcoming roadmap direction for Onyx and future compliance capabilities

Who Should Attend?
Risk and General Counsel teams, Onyx Intake users, compliance stakeholders, and decision-makers responsible for managing client and matter intake workflows.

Speakers:

• Katie Willis – Client Success Manager, Aderant
• Nick McFarlin – Business Consultant, Aderant
• Paula Silva – Product Manager, Aderant

Date: Thursday, June 18, 2026
Time: 11:00 am ET / 8:00 am PT
Duration: 1 hour