UmbriaEmpowering Teams to Transform Client Experience
Clients need budget predictability and effective legal project management. Law firms are trying to meet these needs using spreadsheets, which take too much time and effort to set up. As matters and requirements become more complex, firms need flexible technology that delivers with accuracy and decreases the burden on resources and time.
With Prosperoware Umbria, law firms gain competitive advantage through a unified pricing and legal project management platform, on-premises or in the cloud. Umbria incorporates the building blocks of financial matter management into four distinct groups of functionality. This includes flexible planning & budgeting, multi-level alert-ing, dashboards & reporting, and profitability & business intelligence.
UmbriaEmpowering Teams to Transform Client Experience
Umbria allows firms to plan and report with ease, lowering the cost & time spent on financial matter management. Integration with the firm’s Time & Billing through SSIS or Umbria UI, allows firms to flexibly plan for any situation, obtain actionable alerts, monitor with visual dashboards, and obtain status reports in minutes.
Plan
Monitor & BI
Alert
Report
Planning &Budgeting
Dashboards &Reporting
Multi - LevelAlerting
Profitability& BI
Elite Enterprise, 3E,Aderant Expert
Active Directory
HRIS
ExchangeUmbria Database
SSIS
Web Services
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Systems Integration with Umbria
Financial MatterManagement Umbria
Key features:
Simple interface with ‘Recents and Favorites’
Easy-to-use single page interfaceProtect business with current clients & win new businessIncrease fee and cost predictabilityEnhance client communication & manage riskImprove profitability & realizationDeliver greater client valueProvide access to matter plans and reports to only those that need to know
Quick wizard to effortlessly add planning models
Detailed reports on audit trails
Convenient display options to include or exclude matter tabs, dashboards, and profile information Set minimum margins of matter or portfolio profitability, leverage, or realization
Set target write-offs and write-down percentages for clients/matters and get progress notificationsSave imported standard, client, and custom fee arrangements by metadataSupport for simple natural language ‘Question and Answer’ searchMulti-level security system with full access to Administrators, partial access to Power Users, and no administrative privileges to End Users
Complete need-to-know functionality allowing administrators to grant access to only those who need to knowImpersonation functionality granting secretaries access to matters
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Umbria Recents & Favorites UI
Planning & Budgeting
Firms are increasingly required to submit matter proposals to new and existing clients. Client demands and increasing competition, necessitate correct matter scoping and planning. Umbria enables firms to accurately planmatter phases, select resources, and budget with profitability in mind.
Every law firm plans their matters differently, and Umbria allows unparalleled planning flexibility. Firms can leverage a simple interface to decide how matters will be structured, giving end-users complete understanding of matter details.
Key features:
Single page unified planning interface
Support for top-down and bottom-up planning
Plan at phase, sub-phase and n-level phases, international region, country, office, department, free text, and morePlan for different budget complexities: plan at total, recurring, period, spend budget, or portfolios
Support for hourly and alternative fee arrangements, including fixed fees, fee caps, etc.
Include non-timekeeper related expenses
Complete rate management - change resource rates with a click of a button from firm standard rates to client rates or other matter imported cards
Memo field for Assumptions per phase
Support for global firms with spot currency conversions
‘What-if Analysis’ for testing the impact of discounts, success rates, or alternative fee arrangements on profitability
Ability to duplicate pricing models or create new ones based on What-If Analysis scenariosAdjust resource and cost rates by person, class, category, or total for multi-year mattersMap up to 6 internal codes to external client e-billing codes for better reporting Create and save budget templates to use for similar matters or clientsCreate and save task code templates for similar matters or clientsSet resource teams by client or matter type and add as bulk resourcesLock budget phases or resources and create duplicate plan for editing
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Different Typesof Budget Fee Types Expenses
TotalRecurring
PeriodSpend
HourlyNon-hourly
SoftHard
Platform Supporting Pricing & LegalProject Management
Unparalleled flexibility in creating plans with any degree of complexityOptimize matter profitability with scenario planningEnhance understanding of matter plan structure with bottom-of-the-bill discountsEffortlessly manage all standard and client rate cardsStreamline planning through use of multi-purpose templates
Multi-Level Alerting
Pricing and Legal Project Management (LPM) teams face difficulties in reporting and staying informed on all firm matters. Umbria offers flexible alerts and notifications, providing valuable matter information.
This functionality enables professionals to take actionable measures to keep matters on time and within budget.
In Umbria, users can set up notifications and customize them at multiple levels through a single interface.
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Umbria Planning Interface
Budget v. Actual
Measure AgainstMultiple KPIs
Refilling Retainers
Escalating Alerts
Key features:
Receive matter or n-phase level notifications within the UI or through email
Improved visibility of matter progress with exact metrics for enhanced matter management
Flexibility to meet notification needs of different groups
Efficient retainer management allowing partners to send timely invoices to refill their retainers
Enable proactive creation of corrective action plans to keep matters on time and budget
Automate reporting needs through global notifications
Create multiple levels of alerts for one matter, defining sub-notifications and criteria
Select any monitoring or notification KPIs by hours, amounts, percentages, or a combination
Manage escalation, set threshold notifications, and track progress with incremental alerts against worked, billed, etc.
Manage notification frequency through customizing intervals, or choose to send manually
Choose who receives notifications (individuals, roles, or groups)
Exclude specific recipients from receiving notifications even if they are part of the roles or groups selected
Customize email & alert text with XML template files
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Set up global email notifications to send reports & invoices, pending tasks, and general monitoring
Dashboards & Reporting
Providing consistent and accurate status reports enhances client communication and value. Umbria provides out-of-the box, flexible dashboards showing detailed matter progress. Firms can customize and track KPIs through visual widgets for both, internal and client-facing purposes. Users can then generate tailored statusreports for any matter situation.
Umbria uses current and past matter data for the last 3-5 years of the firm’s Time & Billing firm’s to identify trends and generate accurate reports. Dashboards are created using XML code, which allows firm IT staff to create and modify them, or use Umbria out-of-the-box templates.
Key features:
Widget-based dashboard architecture allows monitoring at different levels
Create matter summary widgets and customize for firm/client requirementsSelect target values/KPIs to be monitored based on internal and external requirementsCustomize different dashboards for the same matter, if necessaryAbility to drill through KPIs down to time-keeper levelConfigurable report templates to support charts and other visualizationsFlexible, configurable data exports, including pivot reportingAbility to export reports in Microsoft Word and ExcelExport of visual widgets or dashboards in PDF or PNGReal-time updates of matter informationSchedule regular matter reports with email attachments
Use out-of-the-box dashboard layouts, or drag and drop widgets for custom layout, eliminating the need to edit dashboard XML
Schedule regular matter reports with email attachments
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Save time and effort with easy to use dashboard layouts and visual widgets
Enhance understanding of matter information through tailored dashboard formats
Effortless real-time reporting without relying on generic reporting solutions such as SQL Reporting Services
Reduce risk of sharing sensitive information with clients through customized reporting
Business Intelligence (BI)
Accurate matter planning, tracking, and reporting is the first step towards comprehensive matter management. Firms also need actionable analytics to improve performance. Umbria Business Intelligence (BI) allows firms to derive insight into firm-level performance for data-driven decision making.
The BI functionality enables firm departments such as Firm Management, Finance, Pricing, and Business Development to analyze and build reports for examining trends, top/bottom performance, growth potential, flight risk attorneys and much more. All this is enabled through a tabular cube used for calculations and KPIs to evaluate firm success.
Improve client communication with rapid and up-to-date status reporting
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Understand firm performance at any granularity to devise efficient action plansAccelerate understanding of complex data with tailored dashboardsImprove decision-making with real-time data updates instead of relying only on historical dataImprove firm performance and profitability to meet the needs of the current legal landscapeEffortless reporting with queries and filters through different reporting languages
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Key features:
First-class warehouse and tabular cube for detailed analysis at the required granularity
Ability to import and update data in real-time from multiple key systems, including metadata
Record, modify, and transform data and new metrics
Widget-based dashboard architecture with more than 100+ widgets and 30 types of visualizations
Generate detailed reports as visual dashboards or pivot tables for in-depth insights
Support for SQL and DAX reporting languages
Set permissions for role-based notifications, configuration, and user-specific reporting
Profitability & Compensation
The legal landscape necessitates that firms maintain a level of profitability to remain competitive and deliver superior legal services. To do this, firms need a thorough understanding of firm operations, cost allocation models, and compensation programs. Umbria’s Profitability and Compensation module allows them to create such models resulting in profitability optimization and cost/bonus allocation.
This module supports detailed analysis of income and expenses across firm metadata. Its flexibility allows multiple methodologies to determine direct and overhead expenses. Umbria Profitability pulls data from Umbria’s other modules, Time & Billing, Collections, General Ledger, and Salary Data while allowing for Management Adjustment.
Key features:
Allocate direct costs at person, office, department, and firm level to securely delegate responsibility
Automate allocation of indirect expenses from the General Ledger based on firm’s rules
Ability to allocate support staff costs to their supervisors
Configure profitability rules, including setting up types of criteria that drive allocation
Ability to exclude cost centers, offices, accounts, and transaction from allocation
Reconcile before allocation to use unallocated payroll amounts for calculations
Create multiple cost models for improved decision-making
Calculate profit at worked, billed, and collected with flexible targets at firm, department, and individual levels
Ability to set up point-based allocation for fee-earner classes
Generate out-of-the-box reports including Profit Statements, P&L Statements, Working Timekeeper, Commission Statement, Income Summary, Client Matter Profitability, and more
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Efficient cost allocation with flexibility to choose the methodology that works best for your firm
Identify the highest and lowest performing departments, matters, and individuals for continuous improvement
Understand and optimize performance at different levels and set realistic profit and cost targets
Gain in-depth insight into firm’s performance through multiple out-of-the-box reports
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ONE - TIME SET UP ON - GOING BASIS
CONFIGURE PROFIT MODULEAdd Users Roles
Encryption Password2FA
CONFIGURE GENERAL LEDGER IMPORTGL Import
Configure or Use Out of Box Rules
GL Accounts to Salary AccountsRules to GL Accounts/Office/Dept/Person
Fee Earner Classes to Target Types Points to fee Earner Class
Management Overhead
MAP
IMPORTPayrollGL Data
ADJUSTMENTFTE
Manual
RUN ALLOCATION
USE REPORTS
Contact Us Today
www.prosperoware.com
North American and APAC Sales: +1.484.434.8200EMEA Sales: +44.203.880.1550Email: [email protected]
About UsWe are a thought leading software enterprise company for a digitized world. Our core competency is our expert understanding of the enterprise systems,
the data and processes in organizations, and building technology for transformative change. We develop software for privacy and regulatory compliance for content
systems, and financial matter management.
Our technology takes clients through a journey to organizational maturity, resulting in an enterprise-wide digital transformation. This is evident from our
270+ customers which include half of the G20 and AmLaw 200, 64% of the AmLaw 100, many global corporations, and the Big Four.