Prosperoware Umbria: Connecting pricing, budget and experience managementKeith Lipman, Prosperoware PresidentLegal Marketing Technology Conference West Oct. 16, 2014

• Founded 2009

• Legal process experts

• Deep understanding of Sharepoint, WorkSite and other DMS

• Offices: Philadelphia, Chicago and London

Who is Prosperoware?

U.S. CUSTOMERS

40% are Prosperoware

customers

U.S. CUSTOMERS

31% are Prosperoware customers

Total customers

200+

Traditional Struggle for Experience System

• Information gathered too early or an afterthought– Lawyer does not know what

the matter is about yet

• Experience system locked away from lawyer view

Downward fee pressure changes this calculus

Legal process management

Business developmentPricing Experience

• Larger organizational investment in experience

• Experience critical element of the work

• Other process supports it

Umbria fuses:

Budget,

Pricing,

Experience,

Analytics,

Performance Monitoring

Demonstration

www.prosperoware.com

Thank You

www.prosperoware.com