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.

Empowering the industry to perform

Enable lawyers to price, budget, and monitor matters to deliver more client value and achieve sustainable profitability.

Umbria Client Value Management


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