Alerts &Monitoring
Elevate your Matter Monitoring Progress with Automated Email Alerts and Notifications
Alerts Monitoring
Elevate your Matter Monitoring Progress with Automated Email Alerts and Notifications
Keep Clients & Partners Informed With Customizable Email Alerts & Notifications
Always Know Where Your Matter Is At With Threshold Notifications
Always Know WhereYour Matter Is At With Threshold Notifications
Monitor hours, amounts, and retainers, in incremental units or percentages against WIP, Billed, Write-Offs, and more. Customize who receives email alerts by user, group, or role, and set as many notifications as you need.
Monitor hours, amounts, and retainers, in incremental units or percentages against WIP, Billed, Write-Offs, and more. Customize who receives email alerts by user, group, or role, and set as many notifications as you need.
Set Escalation Alerts for Crucial Updates
Set Escalation Alerts for Crucial Updates
Set up escalation alerts to monitor hours or amounts as they’re getting closer to your planned budget. Monitor any KPI, such as billed, billable, entered, collected, write-down, and more.
Send an email alert to partners or senior executives for any incremental changes, such as every 10% on entered hours.
Set up escalation alerts to monitor hours or amounts as they’re getting closer to your planned budget. Monitor any KPI, such as billed, billable, entered, collected, write-down, and more.
Send an email alert to partners or senior executives for any incremental changes, such as every 10% on entered hours.
Monitor Any KPI You Need
Set email alerts to monitor any KPI, including standard rate, matter rate, WIP, billed, write-off, billable, collected, expenses, costs, hours, amounts, and more. Adjust targets as necessary, such as budget, net budget, worked, alternative fee arrangements, custom targets, and more.
Gain Efficiency with Configurable Email Templates
Leverage out-of-the-box email templates for sending alerts or have an administrator to configure your own. Tailor multiple templates for the same alert to suit recipients or different partners.
Schedule Email Alerts for Quick Updates
Make it easy for all stakeholders to stay informed on matter progress by scheduling email alerts at any time – daily, weekly, monthly, and more, with the necessary templates.
See Umbria’s Alerts & Monitoring Features in Action
Global Notifications for Any Scenario
Global Notificationsfor Any Scenario
Monitor and report on anything you can imagine. Monitor all matters as a responsible lawyer, see whether they are Red, Amber, or Green from a budget perspective. Set up email alerts for role-based dashboards, automatic reports, reminders, and more. Understand how clients and client families are progressing.
Provide Additional Information with Attachments
Provide Additional Information with Attachments
Add additional attachments to provide more granular progress reporting by including a URL to monitor in Umbria, attaching custom Excel templates or adding dashboards/widgets as a PDF or Excel template.
Explore Our Other Umbria Features:
Explore Our Other Umbria Features:
Matter Planning
Leverage Umbria’s flexibility and plan for any matter scenario or complexity.
Decision Support Tools
Create the most profitable plans & meet client requirements by using What-If, Discount, and Write-Down Analysis tools.
Dashboards & Reporting
Say goodbye to late reports. Create beautiful widget-based dashboards and send accurate & relevant reports to all stakeholders.
Decision Support Tools
Empower partners with decision tool such as What-If, Discount, and Write-Down Analysis.
Matter Planning
Leverage Umbria’s flexibility and plan for any matter scenario or complexity.
Dashboards & Reporting
Create beautiful widget-based dashboards and send accurate reports to all stakeholders.