Firm Organization

It is highly unlikely that a System Administrator would modify any of the information in the Firm Organization tables, as it is likely to be linked to the source from which it was imported and automatically updated when the source data updates. Manual changes to this area should be necessary only in the rare circumstance of a change in the source data not updating in Umbria.

Departments Node

Departments might also be referred to as Practice Areas or Practice Groups. This table also houses non-practice/administrative departments such as HR, Finance, and IT. Departments are stored as metadata for matters and also within employee profiles.

It is possible for a department to have one or more sub-departments. Therefore, the Departments node consists of two lists: a list of top-level departments on the left, and a list of associated sub-departments on the right.

Tip: The added Departments, will be available for selection in the Matter Profile Forms node , when adding Conditions and Sections.

Offices Node

Offices represent physical firm locations. System Administrators may need to manually add an office in this area if a new location opens and the time and billing system has not been updated. Name, address, and default currency are required for every office in Umbria.