Umbria Client-Centric Financial Management
Price, Plan & Monitor Matters
Manage Rates, Renewals, and Arrangements with Confidence
Clients need predictability. Umbria enables firms to competitively price and deliver by monitoring matters with interactive management information and data-driven intelligence.
- Real-time, interactive dashboards with KPIs
- Extensive email alerting ensures successful adoption
- Comprehensive management information to monitor service delivery
- Better client service and reduced write-downs through more accurate scoping
- Improved profitability of matters, clients, and the firm
- Management of complex client and matter arrangements and rate renewals
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.