Our latest Umbria version enables your firm to have flexible planning, alerting, reporting, & monitoring at all times.
With Umbria available in both formats, you can deliver client value no matter if you are still on-premises, moving to the cloud, or already in the cloud. Umbria offers the choice for you to make.
Have the flexibility to manage all your financial information without the need for additional financial or other costly resources. Allow your firm to drive better performance by focusing on matter profitability.
With real-time reporting available, Umbria enables firms to quicker meet their numeric target objectives. It accelerates profit efficiency by focusing on the right matter metrics.
Single-page unified interface
Unparalleled flexibility in matter planning: plan at phase, sub-phase, n-level, as well as country, department, free text, and beyond
Flexibly map time entry codes and date ranges to phase
Incorporate rate overrides, adjustments, discounts, and rate increases
Supports fixed fees that include expenses
Ability to support both Pricing and LPM functions within a single system
Support for global firms with on-the-fly currency conversion when fee earner does not have a local rate
Create and easily manage full matter scope
Handle most planning scenarios quickly and effectively
Manage both internal and external scope reporting
Full ‘what-if’ analysis to enable real-time discussions with partners on the profitability impact of various fee arrangements
Quickly configure and review available KPIs on-screen
Analyze the effect of different discount types as well as fee types
Analyze at any individual or combination of phase levels
Create new models based on what-if scenarios
Provide greater awareness of matter profitability
Immediately and fully understand the impact of alternative fee options
Flexibility to fit almost any planning scenario
Focus on matter profitability, not simply any revenue
Ability to save plans that incorporate everything: phase, sub-phase, (and n-level phases), as well as country, department, free text, and more
Store fee arrangements as part of the template and include expenses
Can be filtered to specific clients or practice areas
Granular security can be applied to users, groups, and roles
Increase adoption and expedite budget creation through simplification
Significantly accelerate creation time for regularly used plans
More flexible notifications for ‘budget vs. actual,’ refilling retainers, and other measures, plus management escalations
Ability to monitor hours, amount and percentage values, or any combination as required
Create incremental alerts to track a progressing amount against worked, billed etc.
Control notification types for different users and groups
Alert on both budget and fee arrangement values
Improves visibility into budget-to-actual and management of other areas, including retainers
Partners are provided the latest budget information that can be quickly disseminated to clients
Greater flexibility to meet the needs of different groups
Dashboard and widget architecture that allows monitoring to be adjusted at the matter level
Create multiple ‘default’ configurations using selected metadata (Matter Type, Fee Type, Client, and more)
Out-of-the-box Client and Matter Summary widgets that can be easily interchanged within the flexible framework of the pages
Ability to update one matter at a time
Individual organization control over system setup and configuration
Partners can self-serve, no more waiting on finance, or carrying out manual calculations
Improve client satisfaction by providing clients with custom reports suiting their needs
Better partner comprehension and adoption by delivering information in formats that work best for them
Read more about Umbria 2019 from our product datasheet.