Umbria Client-Centric Management

Price, Budget, Monitor, and Manage matters with a data-first approach

Clients need predictable fees. Umbria enables firms to price competitively and monitor delivery in real time, delivering instant BI and management information. Data-driven intelligence.

  • Real-time interactive dashboards and email alerts
  • Big picture interactive intelligence to monitor service delivery
  • Improve delivery and end write-downs using real-time KPIs
  • Improve partners’ ability to scope and deliver matters profitably

Instant access to all Client-Centric financial information, on every matter

Monitor matters in real-time

Monitor matters to ensure predictable and profitable service delivery. Make rapid corrections to avoid write-downs.


Reduce write-downs, remain profitable

No waiting for monthly pre-bills. Partners can monitor work in real-time to avoid out-of-scope work and eliminate costly write-downs.

Make informed pricing decisions

With role-specific interfaces, enable partners, finance, and pricing to model, approve, and track complex fee arrangements.

Focus on matter profitability, not revenue

Dynamic modeling enables metrics-driven fee predictability and visibility into economics of engagements, improving resourcing and profitability.

Empowering the industry to perform

Make it easy for lawyers to price, budget, and monitor matters to deliver improved client service and achieve sustainable profitability.

Umbria Data-Driven Practice Management



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