umbria brochure onlineform - homepage - prosperoware€¦ · every law firm plans their matters...

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


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.


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


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 System 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


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


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


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


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


ONE - TIME SET UP ON - GOING BASIS

CONFIGURE PROFIT MODULEAdd Users Roles

Encryption Password2FA

CONFIGURE GENERAL LEDGER IMPORTGL Import

Configure or Use Out-of-the-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.

umbria brochure onlineform - homepage - prosperoware€¦ · every law firm plans their matters...

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