Business Development & Experience
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
Automatic Proposal Generation
Export Client-Ready Proposals & Branded Templates
Web-based proposal wizard generates formatted documents in Word and PowerPoint, appropriately branded for internal or external use
Tombstones, Practice & Industry Description
Library of boilerplate content such as firm overviews, industry expertise, practice descriptions, and client logos for generating tombstones
Multiple Biographies
Manage standard bios, short form bios, industry-specific bios, and custom bios to use in pitches, proposals, and the firm website
Comment Streams
Enabling multiple people to comment on each opportunity
Lateral Import
Import experience data for lateral partners
Experience Data for All Audiences
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