Decision
Support

Empower parnters to make the best possible decisions
for matter plans with Umbria’s decision support tools.

Decision
Support

Empower parnters to make the best possible decisions for matter plans with Umbria’s decision support tools.

Optimize Decision Making & Matter Profitability

Review write-downs and discounts against WIP, billed, and billable. Apply write-downs and discounts against entire matters or planned periods. Customize KPIs such as margin, realization, profit per partner, profit before partner share, and more.

Optimize Decision Making
& Matter Profitability

Test Multiple Scenarios & Get the Right Plan to Clients

Test Multiple
Scenarios & Get the
Right Plans to Clients

Understand different matter scenarios and their impact with What-If analysis with customizable KPIs. Test simple discounts, alternative fee arrangements, grade or category discounts, and more.

Test against total plan or individual levels, such as phase, office, department, etc. Create reports for each scenario and export to Excel or PDF.
Understand different matter scenarios and their impact with What-If analysis with customizable KPIs. Test simple discounts, alternative fee arrangements, grade or category discounts, and more.

Test against total plan or individual levels, such as phase, office, department, etc. Create reports for each scenario and export to Excel or PDF.

Understand Matter Progress to Prevent Overruns

Understand Matter
Progress to
Prevent Overruns

Analyze & compare multiple plan options for discussion with clients, such as write-down analysis, discounts, alternative fee arrangements, etc.

Estimate “real” progress against current progress and forward forecast potential overruns that impact profitability. Customize KPIs including cost, margin, hours, profit per partner, and more.
Analyze & compare multiple plan options for
discussion with clients, such as write-down analysis, discounts, alternative fee arrangements, etc.

Estimate “real” progress against current progress and forward forecast potential overruns that impact profitability. Customize KPIs including cost, margin, hours, profit per partner, and more.

See Umbria’s Decision Support
Features in Action

Determine the Impact of Write-Downs & Discounts throughout the Matter Lifecycle

Determine the Impact of Write-Downs &
Discounts throughout the Matter Lifecycle

Review write-downs and discounts against WIP, billed, and billable. Apply write-downs and discounts against entire matters or planned periods. Customize KPIs such as margin, realization, profit per partner, profit before partner share, and more.
Review write-downs and discounts against WIP, billed, and billable. Apply write-downs and
discounts against entire matters or planned periods. Customize KPIs such as margin, realization,
profit per partner, profit before partner share, and more.

Explore Our Other
Umbria Features:

Explore Our Other Umbria Features:

Matter
Planning

Leverage Umbria’s flexibility and plan for any matter scenario or complexity.

Monitor
& Alert

Monitor & alert on anything you can imagine with escalation, threshold alerts on WIP, Billed, Billable, and more.

Dashboards &
Reporting

Create beautiful widget-based dashboards and send accurate reports to all stakeholders.

Matter Planning

Leverage Umbria’s flexibility and plan for any matter scenario or complexity.

Monitor & Alert

Monitor & alert on anything you can imagine with escalation, threshold alerts on WIP, Billed, Billable, and more.

Dashboards & Reporting

Create beautiful widget-based dashboards and send accurate reports to all stakeholders.