Manage

This node is used to register service agents (WebServer and WindowService), configure agent jobs for the agents, and assign them to processors.

This node is used to manage user settings. The following options can be configured:

• Localization Settings : You can determine what regional/cultural settings are to be applied within Umbria.
• Exchange Settings: Select the Sync Exchange Contacts checkbox and click Save to sync, contacts from your Microsoft Exchange account into the My Contacts section of Umbria's Experience and Relationships module.
• Matter Planning Preferences: Configure options related to matter planning and budgeting. This determines how various fields default.
• Template: Add customized budget templates. To create a new template, click the Add Template button in the upper right corner of the screen.
• Since Inception Report Settings: Select the Show Expenses check box to include expenses in the report.

This node contains all the currencies that Umbria supports. The following columns are shown:

• Currency Code
• Currency Name
• Pivot (Is the currency an exchange rate pivot?)
• Reportable (Is the currency reportable in Umbria reports?)
• Status of the currency

This node displays basic information about matter/opportunity statuses. Built-in statuses include Closed, Converted to Matter, In Process, Inactive, Lost, Rejected, and Waiting for Matter.

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

This node stores region information and the import reference. You can also select a region to view or modify. The added regions will be available for selection when adding country information.

This node stores basic country information such as country abbreviations and whether the country is a favorite (meaning it will be selected often in Umbria and should be easily available). You can also select a country to view or modify the list of associated regions, if applicable. You can add State and State code to a country. Select the country and click the Add Button in the right panel.

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

In Umbria, the display of matter names can be customized based upon the firm’s preference. For example, you might wish for the matter number or the client name to precede the matter name, or vice versa. This node allows multiple matter name formats to be configured and for different formats to be assigned to specific matter types/subtypes, departments, or responsible lawyers.

After making changes here, you can use the Update Display Names function in the Matter Directory node to update existing matters accordingly.

The display of client names (e.g., name followed by or preceded by number) can also be customized based upon the firm’s preference. This node allows multiple client name formats to be configured and optionally assigned to particular client roles, task code maps, or client statuses.

After making changes here, you can use the Update Display Names function in the Clients node to update existing clients accordingly.

The display of rate card names can also be customized based upon the firm’s preference. Here you can set up multiple rate card name displays that can vary by matter, by client, or by currency.

After making changes here, you can use the Update Display Names function in the Rate Cards node to update existing rate cards accordingly.

The display of vendor names (e.g., name followed by or preceded by number) can also be customized based upon the firm’s preference. This node allows multiple vendor name formats to be configured and optionally assigned to Service Type and Sub-Type.

After making changes here, you can use the Update Display Names function in the Vendors node to update existing vendors accordingly.

This node is used to manage SQL Analysis Settings (aka cube data).

Configuration and maintenance of the Analysis cubes are located in this module. See the Analytics section for setup and more configuration.

The settings in this node allow Umbria to interact with other applications such as the Umbria phone applications and the Excel Add-In. The applications available to you here vary based on what modules you have purchased for Umbria.

Click the Add button, to white-list domains outside of Umbria. The domains added here can access the Umbria web API via CORS request. In the Add Record window, enter the Application Name and the Application Domain, you want to whitelist. Check the box for Active to enable the domain. Click Save.

A few types of trigger reasons are available: 

• Experience triggers are conditions that mark a matter or client as requiring action on the Experience Dashboard.
• Fee Arrangementtriggers are used to launch tasks associated to fee arrangements (e.g., follow-up when an arrangement is about to expire).
• Management (affects Partner Performance, Management tab and Practice Management Dashboard) triggers are used to alert partners when matters fall under a certain target (leverage, realization, profit margin) or reach a budget threshold.

The reasons configured here are used to set up the actual triggers in theEntity Triggersnode. Several trigger reasons are built in to the system.

In this node, you can use the reasons specified in theTrigger Reasonsnode to set up triggers that will automatically generate and assign tasks when certain conditions occur. When creating a new trigger, you can enter the following information:

• Trigger Name: Internal identifier for the trigger.
• Trigger Reason: Select from one of the reasons configured in theTrigger Reasonsnode.
• Enabled: Select this checkbox if the trigger should be active in the system.
• SQL query: Query used to identify entities or fee arrangements as requiring action.
• Assign to user/Assign to group: Default assignee for the task generated by this trigger.
• Due date in days: Number of days after generation the task must be completed.
• Mode: SelectManual(tasks are generated only when you click theExecute triggersbutton in the Admin Panel) orDaily(tasks are generated as part of an automatic daily process). If you selectDaily, you must specify aTimefor the process to run each day. Once triggers are executed, you can view the execution status in the command log.