Software License Metrics

1. User License Types

Product where the license metric is “User” means the named individuals authorized or assigned by Customer to use only the Product specified on the Order Form ; users may include employees, Agents, clients, end customers or 3rd  party developer of Customer and/or its Affiliates authorized to use the Product. The maximum number of Users authorized by type of User is listed on the Order Form. Customer may transfer the rights to a new User; so long as the prior User discontinues using the Product and said transfer does not expand the maximum number of Users paid for under the Agreement.  A User license shall be required for each User authorized by Customer possessing a Base License to access (directly or indirectly) the Product.

     1.1 Client Access License. A “Client Access License” permits one (1) User from Customer to directly access the applicable end user functionality of the Product.

     1.2 Concurrent User. Product where the license metric is “Concurrent User” may use only the associated Product specified on the Order Form, concurrently at any one time so long as the number of Concurrent Users for which Customer has paid the corresponding Fees is not exceeded.

     1.3 External Client Access License. An external client access license permits (1) User that is not a Customer employee or contractor to directly access the applicable end user functionality of the Product.

     1.4 Internal Collaborator. Any employee or contractor of the Customer.

     1.5 External Collaborator. Any person that is not a Customer employee or contractor.

2. Base License

A “Base License” means a license for a single Customer business entity listed on the Order Form to use the Software on an unlimited number of servers, and cores, and including use in disaster recovery, testing, and development environment(s) in a single physical data center. Each Base License permits Customer to house unlimited standby servers for disaster recovery purposes in another data center.   The Base License does not include nor permit installation or use of the Software by Customer affiA “Base License” means a license for a single Customer business entity listed on the Order Form to use the Software on an unlimited number of servers, and cores, and including use in disaster recovery, testing, and development environment(s) in a single physical data center. Each Base License permits Customer to house unlimited standby servers for disaster recovery purposes in another data center.   The Base License does not include nor permit installation or use of the Software by Customer affiliates/ subsidiaries.  The Base License is licensed per Data Center, and requires one (1) license for each data center in which a copy of the Software is installed and used.  Each Customer affiliate or subsidiary must purchase a separate Base License, regardless of whether the Customer affiliate has a sufficient number of licensed Users.liates/ subsidiaries.  The Base License is licensed per Data Center, and requires one (1) license for each data center in which a copy of the Software is installed and used.  Each Customer affiliate or subsidiary must purchase a separate Base License, regardless of whether the Customer affiliate has a sufficient number of licensed Users.

3. Base License Add-on

An Add-on license is required for additional features / functionality not included in the Base License. You must have a Base License in order to license an Add-On for that Base License associated with that platform.

4. Data Center License

Software licensed per “Data Center” means that one (1) license is required for each physical data center in which the Software is installed or used for production purposes.  Customer may use the Software within a single physical data center on an unlimited number of servers, and cores, including for disaster recovery, testing, and development purposes.

5. Matter License

Product licensed per Matter means a license is required for each unique matter in the system.

6. Total Storage

Cloud Services licensed by total storage means Customer may store Customer Data in the Cloud Services environment up to the maximum number of GB specified in the order.

7. Data Usage Per Month

Cloud Services licensed by data usage per month reflects the maximum number of GB of data transferred to and from the Cloud Services environment.

8. Product Specific Rules

     8.1 CAM File Transfer.  Use of CAM in matter file transfer requires and is subject to the following: “CAM Metadata” means mapping information metadata generated through your use of CAM about mapping information, folder structure, profile fields (such as document class, application kind, practice group, etc.) and organization.  CAM Metadata is not Confidential Information and contains no Customer Data or client matter or other information to identify Customer.  When you transmit CAM Metadata, you hereby grant Prosperoware and its affiliates and other users of the product, a nonexclusive, royalty-free, perpetual, irrevocable and fully sublicensable right to use, reproduce, modify, adapt, publish, translate, create derivative works from, distribute, perform and display any such CAM Metadata including throughout the world in any media.

     8.2 Cloud Migrator.  A Cloud Migrator license enables data migration from one data source to another data source.  The Cloud Migrator license is valid for one single migration project.

     8.3 Milan Products.

          8.3.1 Milan Admin User License. This license is required for administrators who need to access the Milan web application. A minimum of two is required.

     8.4 Umbria Users – Applies to Umbria Versions 2.x and 3.x

          8.4.1 Umbria Timekeeper.  This is a Client Access License. “Timekeeper” means any individual who tracks, budgets, invoices, analyzes their time (directly or indirectly) using the Umbria Software. The maximum number of Timekeepers authorized is listed on the Order Form.  Customer may transfer the rights to a new Timekeeper; so long as the prior Timekeeper discontinues using the Software and said transfer does not expand the maximum number of Timekeepers paid for under the Agreement.

          8.4.2 Umbria Administrative User.  This is a Client Access License.  The Umbria Administrative User has a department level or firm-wide role creating or working with budgets, pricing, business development or project planning.  The Umbria Administrative User focuses on creating and modeling information in Umbria as well as performing other system administration tasks such as bulk updates, creating templates, etc.

          8.4.3 Umbria Standard User.  This is a Client Access License.  The Umbria Standard User is typically a Partner or Associate in the firm.  Standard users have all the capabilities of the Light User plus the ability to monitor matters to see how they compare with the established budgets and view reports on established matters.  Standard Users may also create more sophisticated multi-phase budgets either with an amount or hours and receive specific reports comparing their performance against either a specific budget for a matter or an annual target.

          8.4.4 Umbria Light User. This is a Client Access License.  An Umbria Light User is typically an assistant or possibly a low-level fee earner in the firm. A Light User’s interaction with the Software is limited to filling out forms such as budgeting or experience, on behalf of other users. In filling out these forms, Light Users may create simple budgets based on questions on these forms.  Light Users may be assigned tasks to perform in completing workflow activities.  They also have the ability search and access the basic experience data about a matter.

     8.5 Umbria Users – Applies to Umbria 2019

          8.5.1 Umbria Opportunity User. This is a Client Access License. An Umbria Opportunity user has the ability to create, manage, and edit opportunities.  This user can also create plans for the opportunities and can share a plan with Internal Collaborators for view and edit.

          8.5.2 Umbria Personal Planning User. This is a Client Access License. An Umbria Personal Planning User has the ability to create plans personally and copy them to matters.  Each User who has this license will have the ability to leverage a built-in personal sandbox matter to create plans and then copy those plans to matters.

          8.5.3 Umbria Matter License.  Software licensed per Matter means a license is required for each unique matter in the system.  All Internal Collaborators have full rights to plan, alert, report and monitor licensed matters.