Knowledge Management: Umbria Experience

Use data from finance, time entries, and other systems to create profiles and identify information critical to the firm

The tracking of matters, engagements, and people both internally and externally has always been an essential element of knowledge management and business development in firms. Yet, collecting the relevant information has proven a challenge.

Firms struggle to gather data that will help them analyze opportunities and assign resources in a way that maintains profitability. Much of the data collected during intake or at matter closing is often inaccurate or incomplete. Umbria Experience helps firms create robust profiles, building-out a taxonomy that uses the data captured across the entire matter lifecycle, ranging from industry success, budget data, biographical data, courts, judges, vendors, to specific experience – who has done what? – and more.

Leverage the capabilities of Umbria Experience to give your firm a competitive edge. Click here to see the Umbria Experience feature list.

Umbria Experience