and delivery of client bills and greater visibility for firm management

Wilson Proforma Tracker to enable faster review and more efficient generation

enable firms to issue compliant invoices more quickly

Integration to further streamline billing processes and

Make the transition to a more modern approach.

precision in the execution of each phase of client engagement.

Traditional ways of working must evolve to enable greater

and run more profitably by bringing together systems and data.

Wilson Allen to help firms strengthen relationships, work more efficiently,

Introducing the Wilson Template

Accelerator package

for Elite 3E

Wilson Allen has applied its experience as a certified Elite services

provider with extensive 3E Templates expertise to create prebuilt

best-practice templates for invoices, proformas, and billing statements

and then customize them for clients as a fixed-fee rapid delivery project.

Challenge the mindset of what’s

good enough when it comes to

business intelligence

Move beyond a practice management system-centric data view.

Surpass the technical functionality of reporting widgets. The real BI

value is in a modern analytic framework that aligns with your firm’s

performance management needs.

Maximize the return on your

Elite software investments with

our certified services.

Law firms worldwide rely on Wilson’s certified Elite software services.

Call on our team to streamline your software implementations,

mergers, conversions, upgrades, training, and customization.

Get better performance from

your Intapp software and the

people that use it.

Wilson’s implementation, consulting, technical, and business

analytics services are certified for Intapp products, allowing firms

to effectively align business operations with business strategy.