Business Development: Umbria BD

Improve Opportunity Management and Automate Proposal Generation

Leverage the capabilities of Umbria BD to give your firm a competitive edge.

In today’s hyper-competitive market, firms must differentiate themselves with their experience and maximize their potential revenue by tracking opportunities and successfully responding to RFPs. Umbria BD helps firms manage pipelines and to quickly generate winning proposals by leveraging the significant volume of data firms capture about clients, prospects, and internal teams to help manage opportunities and automate proposals that demonstrate the right experience, facilitating the process of pitching for, winning, and retaining more business.

Historically, firms have struggled to gather, maintain, and benefit from the vast array of data they already own. Umbria captures more than 200 distinct data points about matters, people, clients, judges, courts, and offices. Unlike other systems that get in the way, Umbria’s elegant design captures data and only requests input at appropriate stages throughout the matter lifecycle. By harnessing the right data, Umbria BD helps firms make intelligent decisions about where to invest resources and marketing programs, and improves pitch success rates.

Umbria BD provides

  • Opportunity Management to enable firms to track and forecast pipelines.
  • Proposal Generation to streamline and reduce costs and improve results.
  • Matter, Client, Lawyer, Staff, Vendor, and Other Profiles to provide actionable metadata and powerful search capabilities.
  • Comprehensive Firm Directory with integrated Experience Scoring to quickly locate and identify appropriate resources.
  • Integrated workflow to secure budget and pricing, resource expertise, financial approvals, and more to streamline the bid and proposal process.

Umbria BD