Automation by Industry

Law Industry
Automation Series

AI-powered law firm planning and analysis solutions.

Features to Elevate your Firm’s Performance

Get real-time visibility into revenue, matters, billing, and client retention — all in one AI-Powered Platform.

Profitability & Performance

Identify top clients, case types, and attorneys to focus on what truly drives profit.

Billing & Collections

Speed up cash flow with automated invoicing, AR tracking, and alerts for overdue payments.

Team Utilization

Balance workloads and monitor billable vs. non-billable hours to maximize efficiency.

AI-Powered Forecasting

Predict outcomes, optimize budgeting, and plan resources based on data-driven insights.
…and more.
The Revenue Dashboard
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.
The Revenue Dashboard
The Revenue Dashboard
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.

TLOMA Logo
Hours by Month Graph
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.

ZProfit Drivers: Zero in on top-performing cases, practice areas, and revenue streams.
ZOverhead vs. Billables: Compare costs to earnings for a full and clearer ROI picture.
ZCase-by-Case Detail: Quickly see which matters bring the most value—and which don’t.
Total Billable Hours Graph
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.

ZBillable vs. Non-Billable: Track attorney time usage to maximize productivity.
ZPerformance Benchmarks: Identify high-performers and replicate their success.
ZWorkload Distribution: Keep your team balanced with real-time allocation insights.
Total Billable Hours Graph
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.

ZRevenue Projections: Anticipate earnings based on current pipelines and trends.
ZBudget Simulations: Run scenarios to evaluate potential outcomes and spend allocations.
ZRisk Indicators: Flag potential shortfalls or surges in real time.
Total Billable Hours Graph
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.

ZCross-Sectional Overviews: Easily compare performance between different teams or departments.
ZYear-over-Year Analysis: Track growth or changes over your chosen time span.
ZAdvanced 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.
The Revenue Dashboard
The Revenue Dashboard
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.
The Revenue Dashboard
The Revenue Dashboard
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.

Unlock Your Full Potential With Our AI-Powered BI Solutions Platform

Experience the AI-Powered Automation Platform for Business Intelligence & Process Optimization.
Unlock your organization’s full potential with URTM Solutions Inc.

Integrate with Leading Law Industry Systems

…and more.