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The whole platform

Firm management

The firm in figures, up to date without a spreadsheet

Take the diagnosticBook a call

Activity, billing, collections, realisation, workload and cash, per team and per matter, with objectives and scenarios to decide before acting.

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
83 % collected of invoiced

The firm's money, readable at a glance

Billed, collected, lockup and realisation, calculated from the work recorded. Click any figure to see the matters behind it.

Demonstration firm, sample data
Billed this month
CHF 184'300
+8.2% on last month
Collected this month
CHF 152'900
+5.4% on last month
Days to collect
41 days
Down 6 days over three months
Realisation
91%
+3 points this quarter
Billed and collected, CHF thousandsBilledCollected
12 weeks agoThis week
Hours per weekBillableNon-billable
Needs attention
  • Overdue invoices3
  • Time to approve12
  • Pre-bills ready5
  • Bank matches to confirm2
See the Time, billing and finance workspace
Modules

Statuses reflect the platform as it is today.

  • Indicators

    Available

    Hours, billed, collected, realisation, work in progress and lockup, with the matters behind each figure.

  • Objectives

    Available

    Objectives per firm, team and person, with expected progress and the forecast at period end.

  • Scenarios

    Available

    Hiring, departures, rates or fixed fees: the effect on workload, margin and cash before you decide.

  • Partner economics

    Available

    Capital accounts, profit forecast and allocation according to the firm's model.

  • Governance

    Available

    Decision register, minutes, group entities and signing rules.

  • Procurement and facilities

    Available

    Suppliers, contracts, renewals, expenses and rooms.

How the work flows

  1. Step 0101

    On Monday, the managing partner opens the firm view: what is drifting comes first, with the reason.

  2. Step 0202

    They open a figure and see the matters and time entries behind it.

  3. Step 0303

    Before hiring, they run the scenario and see the effect on cash.

  4. Step 0404

    The decision is recorded in the register, with its documents.

What the AI prepares

  • The managing partner's weekly brief.
  • The explanation of a variance: which matters, which teams, which reason.
  • Anomalies: a matter burning its budget twice as fast as comparable ones.

What stays with you

  • Objectives and their thresholds.
  • Decisions of the managing partner and the board.
  • The allocation between partners.

Frequently 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 the financial data?

The firm's authorised roles. Costs and compensation are not visible to other members.

Other workspaces

See it on a matter like yours

The diagnostic shows you in three minutes where your firm loses time. The call shows you Ulpian on a sample matter, in twenty-five minutes.

Take the diagnosticBook a call