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Umbria Litigator Apply automated but flexible methodologies to litigation document management For law firms, the management of indices and case bundles are critical to the litigation process. It follows, then, that the foundation for streamlined litigation lies in superior organization of documents and emails, taking into account the lawyers who want to specifically order the documents. Document management systems typically order documents based on metadata such as date or document description. Within document management systems, the only way to achieve specific document orders is to append numbers to the descriptions or use custom metadata fields. This works – as long as the users get the order correct the first time. If documents need to be added to the middle of indexes after their initial creation, assistants must go through the laborious

Umbria Litigator permits professionals and support staff to create different types of indexes.

process of renumbering entire lists. This process is error prone and tedious. Umbria Litigator permits professionals and support staff to create different types of indexes: pleadings, depositions, trial, and case bundles. The indexes are associated with a matter, and the matter information can include court and case number information. All content is stored in WorkSite.

Product Features ›› Creates a workspace for each engagement in a web-based HTML 5 application ›› Assigns data to engagements like matter number, case name, docket, and judge ›› Leverages existing engagement information from Umbria Price, Budget & Experience Management ›› Sets up multiple folders and dividers in a folder tree for each engagement ›› Creates multiple folder types to support different content types such as pleadings, deposition exhibits, evidence, trial exhibits, and case bundles ›› Sets different security levels for each content type © 2014 Prosperoware LLC

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to control who can see it and what actions can be taken Orders documents and emails to fit specific requirements Eliminates space constraints for entering long descriptions Enables complete workflows to allow for maintenance of indexes through centralized or distributed teams Supports ethical wall and information barriers at engagement levels Stores content in HP WorkSite and other systems www.prosperoware.com


Product Platform Law and professional services firms are going through a time of tremendous transformation. For many practice groups, clients will no longer pay invoices for hours spent on a particular matter or engagement. Instead, clients are demanding that the fees for services be aligned with value. For many clients, value is related to delivering efficient services and providing predictability to their spend for services. The need to predict the cost of legal and other professional services fees is critical for budgeting on behalf of the client. The delivery of professional services is, in fact, many times dependent on the organization of information such as documents and email. Umbria for Legal Process Management is a next-generation platform that has been designed from the ground up to address today’s issues. The products break down silos of information and integrate the data so it can be leveraged

For many clients, value is related to delivering efficient services and providing predictability to their spend for services.

to provide better understanding of a particular matter, client relationship, or practice area. Its vision is to link the budget of an engagement with the work delivering the services. Umbria for Legal Process Management is currently composed of two modules, but will grow to encompass additional practice areas and more processes.

Platform Support IIS 6 or later .NET 4.0 or later SQL Server 2012 or later with Full Text Engine enabled iManage WorkSite 8.5 Server or later DeskSite or FileSite 8.0 SP1 or later Windows Server 2008 R2 or later (virtual or physical) Localization support Firefox 8.01, Chrome 16, and IE 9 or later browsers

About Prosperoware Prosperoware delivers a family of software products and integrated platforms to improve matter centricity, information governance, remote access, WorkSite and SharePoint integration, and pricing and experience management. Prosperoware enables lawyers and professional staff to manage a wide range of document-intensive processes without IT support across multiple systems, including HP WorkSite, Microsoft SharePoint, and any system that stores security in a SQL database.

Contact Us Today www.prosperoware.com

Prosperoware clients include BakerHostetler, Berwin Leighton Paisner, Cravath Swaine & Moore, DLA Piper, Duane Morris, Hill Dickinson, Hughes Hubbard & Reed, Sheppard Mullin Richter & Hampton, and White & Case. Prosperoware has offices in Europe, Asia, and the United States. To learn more, visit Prosperoware’s website at www.prosperoware.com. © 2014 Prosperoware LLC

Umbria Litigator  

Apply automated but flexible methodologies to litigation document management

Umbria Litigator  

Apply automated but flexible methodologies to litigation document management