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.