Mid-sized firm
Running the firm on figures nobody has to recompile
Once a firm has several departments, it can no longer be run on intuition. Partners want to know matter profitability, each person's workload and the state of collections. Ulpian calculates these figures from the actual work, and the AI works within the rules set by management.
What you will see in Ulpian
Fictitious matter, sample data.
The matter's money at a glance
The hand shows the share of what was invoiced that has been collected, calculated from the work recorded.
- Invoiced
- CHF 184'300
- Collected
- CHF 152'900
What weighs on the work today
- 01
Figures a month late
Profitability and collections are rebuilt by accounting from exports, and arrive too late to decide.
- 02
Uneven workload
Some associates are overloaded while others wait for work, and the partners do not see it.
- 03
Several departments, several practices
Each department has its templates and habits, and quality varies from team to team.
- 04
Internal confidentiality risks
Some matters must not be visible to the whole firm, and the AI must not surface them.
What the AI prepares
- The firm's indicators, with the matters behind each figure.
- Overload flagged by person and by week.
- Hiring or rate scenarios, with their effect on margin and cash.
- First drafts, reviews and research, within each person's rights.
What stays with you
- Partners' decisions on rates, hiring and targets.
- The allocation of matters.
- The firm's AI policy.
Statuses reflect the platform as it is today.
Indicators
AvailableHours, billed, collected, realisation, work in progress and lockup, with the matters behind each figure.
Open the workspaceObjectives
AvailableObjectives per firm, team and person, with expected progress and the forecast at period end.
Open the workspaceTeam workload
AvailableAvailable and committed hours per person and per week, with overloads flagged.
Open the workspaceCash and profitability
AvailableThirteen-week cash forecast, profitability per matter and quotes based on comparable matters.
Open the workspaceEthical walls
AvailableA walled matter stays invisible to people and agents without access, including in AI answers.
Open the workspaceScenarios
AvailableHiring, departures, rates or fixed fees: the effect on workload, margin and cash before you decide.
Open the workspacePartner economics
AvailableCapital accounts, profit forecast and allocation according to the firm's model.
Open the workspace
The offer that fits
Guided usually fits this size: a deployment lead configures Ulpian around your departments, templates and rules. Enterprise becomes relevant if you need a dedicated environment or particular integrations.
See pricingFrequently asked questions
Are the figures up to date?
Yes. They are calculated from the time, invoices and payments recorded in Ulpian, without exports or spreadsheets.
Who sees financial data?
The firm's authorised roles. Costs and remuneration are not visible to other members.
Can we keep our document storage?
Yes. Ulpian can connect to your existing storage; documents stay with your provider and Ulpian keeps their reference and versions.
See it on a matter that looks like yours
The diagnostic shows you in three minutes where your firm loses time. The call shows you Ulpian on a typical matter, in twenty-five minutes.