Umbria Client Value Management

Enterprise software empowering the industry’s new business model

Firms need a modern platform to help win and retain clients and ensure sustainable profitability. They need Umbria.

Umbria’s unique data-first design brings a modern approach to firm management, leveraging its core data engine to deliver comprehensive Client-Centric and Firm-Centric Financial Management, streamlined Matter Delivery, and structured Business Development.

Stop investing in dead-end dashboards, single point solutions, and silos of data. Umbria delivers the industry’s only holistic solution to help your firm to succeed in the new business model. Invest in a solution that your firm will actually use, with proven adoption and numerous success stories.

Ballard Spahr Case Study


Umbria Price, Budget & Monitor (plus Billing and Rate Management)

A data-first client value and matter management platform

Clients expect quality work and predictable pricing. Matter monitoring is the key to success. Umbria Price, Budget & Monitor provides real-time client and matter information, intuitive dashboards, and integrated processes to price, budget, and monitor matters to ensure firm profitability. Role-specific functions include BD/Marketing, KM, LPM, Pricing, Finance, and fee earners. Manage client and matter rate management, arrangements, and renewals. Forecast and monitor budgets and matters.

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Umbria Profitability, Cost Allocation, and Management Intelligence

A data-first firm and practice management platform designed for today’s challenges

Firms need to understand their economics – costs, revenue, firm-wide budgets, and profitability – and need flexible ways to measure them. Umbria Firm-Centric Management delivers real-time BI, MI, and integrated financials for the new business model. Don’t waste time trying to bend legacy systems. Umbria brings a modern experience to firm management.

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Umbria BD

Use data to improve opportunity management and automate proposal generation to win and retain more profitable business.

Umbria BD helps firms quickly and simply generate winning proposals and track opportunities to improve the firm’s business development capability. With integrated opportunity management and automated proposal generation, it enables firms to leverage their vast wealth of data to quickly understand and compete for work.

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Umbria File and Tasks & Talent

Create Matter Profiles and a robust internal directory, organize and improve deliverables beyond tedious work product and records files, and improve client service delivery

Tracking matters, engagements, and people improves knowledge management. Umbria BD + Experience makes it easy to profile matters and engagements to analyze business opportunities and expertise. It incorporates a robust firm directory. Learn more. Firms depend on the organization of information, particularly documents and email. Umbria File creates final records and binders and manages collections of documents and email, including pleadings, witness kits, closing indices, and more. Store documents in your system of choice and bring order to the final deliverables.  

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Empowering the industry to perform

Manage matters and drive profitability with a data-driven matter management platform.

Umbria Client Value Management


Procedure-Based Pricing: What is it?


Successful Partner Adoption of Planning & Monitoring


Barnes & Thornburg Innovates with Umbria

Case Study