Planning
Gain all the flexibility you need to meet client
expectations with Umbria’s extensive planning features.
Planning
Gain all the flexibility you need to meet client expectations with Umbria’s extensive planning features.
Flexible Planning for Any Level of Complexity
Plan in any way you need to fulfill client expectations
Plan for Any Degree of Complexity
Plan simple and complex matters in any way you can think of. Plan by phase, activity, task, office, department, cost center, periodic, recurring amounts, free text, alternative fee arrangements, and more.
Plan With Any Fee Arrangement
Satisfy client requests for non-hourly fees by planning matters with complex fees and multiple fee arrangements. Allow part of the matter plan to be hourly and the other part non-hourly.
Map Phases to Multiple eBilling Codes
Plan ahead so you can report the way clients want you to by mapping phases to multiple eBilling codes. Group the plan in any way you need and then map to the appropriate codes for reporting.
Plan Across Multi-Year Matters
Create multi-year plans and account for rate & cost increases or create multiple plans for each year of the case. Flexibly report and alert across all scenarios.
Plan from Historical Matters
Improve efficiency & accuracy with historical matter planning. Plan from historical resources, hours, and more. Search past plans by key metadata such as responsible/billing lawyer, matter type, department, etc. Select multiple historical matters and plan by averaging across them.
See Umbria’s Planning Features in Action
Leverage Templates for Easy Planning
Use existing plans or save standardized formats for quick & easy planning. Include all plan features in a template such as resources, phases, offices, pre-set values, and more. Automatically update any template to current rates and the appropriate currency.
Flexible Portfolio Planning
Create plans for groups of matters regardless of clients. Track plan at a matter level with rolled-up reporting or at a portfolio level with the ability to understand individual progress.
What-If Analysis for Testing Matter Scenarios
Test different matter scenarios and their impact on customizable KPIs. Use What-If analysis to add simple discounts, AFAs, and write-downs.
Explore Our Other Umbria Features:
Explore Our Other Umbria Features:
Decision Support Tools
Empower partners with decision tool such as What-If, Discount, and Write-Down Analysis.
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.
Decision Support Tools
Empower partners with decision tool such as What-If, Discount, and Write-Down Analysis.
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.