Leverage Firmwide Experience Data for Competitive Advantage
Law firms today are competing for business; they can gain a competitive advantage by more holistically leveraging their data. Traditional methods for experience management leave incomplete siloes of data sitting in Business Development spreadsheets or time and billing systems. Umbria’s enterprise approach unlocks new possibilities: access datasets for pricing, staffing, identifying expertise, matter strategy, and financial planning. More complete data creates a more compelling story for winning new business and helping lawyers create stronger client relationships.
Firm-wide Institutional Knowledge Available at a Keystroke
Experience Data Leveraged for Marketing and Delivery
Bring together important client and matter data from multiple internal sources plus key external sources to create a more comprehensive experience database
Matter Profiling Workflow
Robust workflow capabilities to enable Business Development, Knowledge Management, and lawyers to simplify the process of data collection
Enterprise Search
Intuitive, Google-like search allows users to find matters, clients, lawyers, experts, and staff based on a wide variety of criteria
Expertise Finder
Rich user profiles track skills and expertise of lawyers and staff with weighted scores based on level of experience
Player and Party Profiles
Build complete profiles for clients, prospects, and experts, and more rapidly identify conflicts of interest
Rich Analytics
Instant user-friendly analysis of experience and financial data
Referral Management
Track and correlate referral sources to revenue
Experience Data for All Audiences
Want to learn more about Umbria Business Development & Experience?
Read more about Umbria Business Development & Experience from our product datasheet.
