Umbria Firm-Centric Financial Management

Manage your firm and make better decisions with real-time intelligence

Umbria provides comprehensive Management Intelligence plus Profitability and Cost Allocations using its core data engine delivering an integrated approach to firm financial management. Gain holistic insight into firm performance via a unified data warehouse and comprehensive cubes incorporating all financial metrics, including AP, AR, and GL. Firm-wide budgeting, forecasting, and the industry’s most flexible profitability analysis.

  • Flexible profitability calculations and cost allocations
  • Real-time, interactive BI dashboards
  • Management Intelligence and KPIs on individuals, clients, teams, and firm
  • Powerful data warehouse and cubes
  • Big picture views with drill-down, detailed performance
  • Firm-wide budgeting, costing, and forecasting

The Umbria Core Business Data Engine delivers a holistic view of Firm-Centric Financials

Intuitive role-based dashboards and reporting

Flexible, intuitive, and comprehensive intelligence. Beyond simplistic dashboards and static reporting; Umbria’s real-time, role-based intelligence with integrated processes drives informed decision-making.


An integrated view of firm health

Umbria incorporates core processes and workflow. Comprehensive integrations beyond traditional cubes and legacy financial systems to ensure the most accurate performance measurements and KPIs.

Clearer profitability calculations

Umbria’s modern platform delivers numerous, out-of-the-box cost and profit allocation methodologies and eliminates the need for multiple data entry. Calculate performance with unparalleled comprehension of firm financials and prepare more accurate forecasts.

Truly understand performance

Dynamic modeling and greater visibility into firm economics for better decision-making. Use direct or indirect costs with an appropriate model that works for each firm’s culture.

Empowering the industry to perform

Make it easy for lawyers to monitor matter delivery in real-time to avoid out-of-scope work and eliminate costly write-downs.

Umbria Client Value Management


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