Automation by Industry
Law Industry
Automation Series
AI-powered law firm planning and analysis solutions.
Law Industry
Firm Overview
Get a quick, real-time snapshot of your firm’s performance—revenues, cases, and key metrics in one place.
Instant KPI Tracking
Stay on top of revenue, profit margins, and case status at a glance.
Trend Visualization
Spot emerging patterns early and address potential issues promptly.
Actionable Insights
Highlight underperforming areas or success stories to guide next steps.
Law Industry
Client Acquisition & Retention
Grow your practice by understanding who’s coming in, who’s staying, and where they’re coming from.
Client Value Metrics
Track repeat vs. new business, lifetime client value, and referrals.
Referral Source Analysis
Identify and invest in the highest-converting channels.
Retention Drivers
Pinpoint what keeps clients engaged—and apply it across your portfolio.
Law Industry
Billing & AR
Streamline your billing cycle and easily monitor outstanding payments—all in one intuitive view.
Real-Time Invoice Tracking
Prioritize overdue payments with up-to-the-minute AR aging.
Automated Reminders
Reduce manual follow-ups and speed up collections.
Cash Flow Insights
Access clear, actionable billing analytics to maintain a healthy bottom line.
Proud Partner of TLOMA
We are proud to partner with the The Law Office Management Association (TLOMA)—a leading organization dedicated to supporting law firm management professionals across Canada.
Through this collaboration, URTM is excited to contribute to the TLOMA community and support firms to streamline operations, enhance reporting, and unlock actionable insights through innovation-driven analytics.
Law Industry
Profitability Analysis
Pinpoint revenue drivers and inefficiencies with case and attorney-level metrics.Law Industry
Profitability Analysis
Pinpoint revenue drivers and inefficiencies with case and attorney-level metrics.
Profit Drivers: Zero in on top-performing cases, practice areas, and revenue streams.
Overhead vs. Billables: Compare costs to earnings for a full and clearer ROI picture.
Case-by-Case Detail: Quickly see which matters bring the most value—and which don’t.
Law Industry
Staff Utilization & Performance
Balance workloads and increase billable hours without burning out your team.Law Industry
Staff Utilization & Performance
Balance workloads and increase billable hours without burning out your team.
Billable vs. Non-Billable: Track attorney time usage to maximize productivity.
Performance Benchmarks: Identify high-performers and replicate their success.
Workload Distribution: Keep your team balanced with real-time allocation insights.
Law Industry
Forecasting & Budgeting
Plan ahead with AI-driven insights for resource and revenue management.Law Industry
Forecasting & Budgeting
Plan ahead with AI-driven insights for resource and revenue management.
Revenue Projections: Anticipate earnings based on current pipelines and trends.
Budget Simulations: Run scenarios to evaluate potential outcomes and spend allocations.
Risk Indicators: Flag potential shortfalls or surges in real time.
Law Industry
Custom Compare Analytics
Compare performance across attorneys, clients, or timeframes for strategic insight.Law Industry
Custom Compare Analytics
Compare performance across attorneys, clients, or timeframes for strategic insight.
Cross-Sectional Overviews: Easily compare performance between different teams or departments.
Year-over-Year Analysis: Track growth or changes over your chosen time span.
Advanced Filtering: Drill down by practice area, client type, or attorney role.
Law Industry
Profitability Analysis
Pinpoint revenue drivers and inefficiencies with case and attorney-level metrics.
Profit Drivers
Zero in on top-performing cases, practice areas, and revenue streams.
Overhead vs. Billables
Compare costs to earnings for a clearer ROI picture.
Case-by-Case Detail
Quickly see which matters bring the most value—and which don’t.
Law Industry
Staff Utilization & Performance
Balance workloads and increase billable hours without burning out your team.
Billable vs. Non-Billable
Track attorney time usage to maximize productivity.
Performance Benchmarks
Identify high-performers and replicate their success.
Workload Distribution
Keep your team balanced with real-time allocation insights.
Law Industry
Forecasting & Budgeting
Plan ahead with AI-driven insights for resource and revenue management.
Revenue Projections
Anticipate earnings based on current pipelines and trends.
Budget Simulations
Run scenarios to evaluate potential outcomes and spend allocations.
Risk Indicators
Flag potential shortfalls or surges in real time.
Law Industry
Custom Compare Analytics
Compare performance across attorneys, clients, or timeframes for strategic insight.
Cross-Sectional Overviews
Easily compare performance between different teams or departments.
Year-over-Year Analysis
Track growth or changes over your chosen time span.
Advanced Filtering
Drill down by practice area, client type, or attorney role.
Integrate with Leading Law Industry Systems
…and more.