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About Wilson Allen

Unrivaled software, strategic consulting, and technical expertise that

can help your firm realize unprecedented value.

Software, services, and expertise for better business performance

Wilson Allen offers software and services that enable law firms and professional services organizations to enhance business performance.

The company uses relationships with prominent industry partners to apply deep subject-matter expertise that helps firms build stronger relationships, work more efficiently, and run more profitably.

Long recognized as a leader in services for time and billing applications, Wilson Allen has dramatically expanded its breadth of offerings in recent years and now includes:

Proven consulting services to maximize the return on software investments

World-class CRM tools and services to help firms identify, win, and keep high-value clients

Best-of-breed paperless, pre-billing software to help firms work more efficiently

Innovative BI software and business analytics services featuring prebuilt AI and machine learning models that help firms make smarter business

Full-service training solutions to speed user adoption and maximize productivity

Fast Facts About Wilson Allen

  • Wilson has helped more than 700 firms accomplish mission-critical initiatives and resolve some of their most complex technology dilemmas

  • We have earned “world-class” Net Promoter Score status across several practice areas, including our CRM practice and for our Wilson Proforma Tracker software

  • We are leading the charge in applying advanced business intelligence techniques to data beyond traditional practice management systems
    to tackle the challenges of modern performance management

  • We apply our information and workflow expertise to the development of standalone business applications, such as Wilson Proforma Tracker

  • We’re the only BI specialist provider who is also a certified services partner to industry-leading application vendors like Elite and Intapp

  • We operate from seven offices across the United States, Canada, and the UK

Our History

Our history began in 1987 when Bruce Wilson launched Wilson Technology, a custom legal software provider. In 2005, Wilson Technology was acquired by Thomson Elite, and key members of Wilson’s team became responsible for Elite’s newly formed business intelligence segment.

As the impact of the Great Recession reached the legal community, many firms began downsizing internal resources, creating demand for software services. Thus, Wilson Legal Solutions was launched in 2009. In 2018, Wilson Legal Solutions merged with Stanton Allen, a CRM and business development data consultancy based in the UK, and began operating as Wilson Allen in April 2019.

Wilson Allen has brought together many of Wilson Technology’s original team with respected colleagues and rising stars in the legal and professional services technology community.

Key members of Wilson Allen’s leadership team drive the company’s ongoing evolution, resulting in the introduction of new software, services, and solutions tailored to the needs of firms today. As those needs change, Wilson Allen continues to evolve to uphold our mission to help our clients succeed.



Bruce Wilson launches Wilson Technology, a custom legal software provider


Wilson Technology is acquired by Thomson Elite, and key members of Wilson Allen’s team become responsible for Elite’s newly formed business intelligence segment


Stanton Allen is launched by Michael Warren and Jason Hariss


Wilson Legal Solutions is established and starts the process of bringing together many of Wilson Technology’s original team


– Wilson establishes services partnership with Elite

– Wilson opens office in New York City


– Wilson joins Elite Alliance Partner program

– Wilson establishes 3E practice area

– Wilson achieves Elite 3E Services certification

– Wilson forms Elite Enterprise consulting team


– Wilson earns spot on Philly 100

– Wilson opens office on West Coast

– Wilson earns spot on Inc. 500


– Wilson becomes Elite Design Gallery services partner

– Wilson opens office in London

– Wilson introduces Wilson Ideate software

– Wilson earns spot on Inc. 5000 and Philly 100

– Wilson establishes business of law practice


– Wilson opens office in Orlando, Florida

– Wilson earns spot on Inc. 5000 and Philly 100

– Wilson achieves services certification for Intapp product line

– Wilson reaches milestone of first 10 analytics product licenses


– Wilson opens office in Richmond, Virginia

– Wilson opens office in New Brunswick, Canada

– Wilson earns spot on Inc. 5000, Philly 100, and 50 on Fire in Philly list


– Wilson and American LegalNet announce services partnership

– Wilson releases Wilson Ideate version 1.5

– Wilson introduces systems and information security services

– Wilson introduces Wilson Proforma Tracker software


– Wilson acquires Francisco Consulting Group and its LawDrill applications

– Wilson forms partnership agreements with Introhive, Caseflow, and Star Americas

– Wilson merges with Stanton Allen


– Wilson Legal Solutions and Stanton Allen become Wilson Allen

– Wilson and Aurora North form PSPA

– Wilson and ObjectiveManager form partnership

– Wilson and ClearlyRated form partnership

– Wilson and eBillingHub form partnership

– Wilson and Thomson Reuters Elite expand partnership to include 3E Business Development services


– Wilson and Peppermint Technology form partnership

– Wilson introduces CRM Toolkit

– Wilson joins Microsoft AI Inner Circle Partner Program

– Shishir Shetty appointed COO

– Wilson Allen Acquires Capensys

Meet Our Team

Bringing together valued members of the technology community to create one of the industry’s most respected software and services companies.

Bo Yancey

Vice President, Data & Analytics|

Bo Yancey oversees Wilson Allen’s BI & Reporting product vision and goals including data analytics, process review, data integrity, and migration services and system advisory services


Wilson Allen offers flexible partnership models for collaborating with select organizations that share our commitment to innovation, quality, and client service. Contact us if you’d like to learn more.

Thomson Reuters Elite is part of the legal business of Thomson Reuters. The company offers an end-to-end enterprise business management solution that allows law firms and professional services organizations to run all operational aspects of their firms, including business development, risk management, client and matter management, and financial management.

Explore our Specialized Expertise to learn more.

Intapp provides solutions that connect and centrally manage legal applications to increase attorney billability, ensure client confidentiality, and maximize staff productivity. With over 150 legal customers and a vibrant community of technology and service partners, Intapp has been embraced and endorsed as a legal industry standard.

Explore our Specialized Expertise to learn more.

Microsoft Azure is an ever-expanding set of cloud services to help your organization meet your business challenges. It’s the freedom to build, manage, and deploy applications on a massive, global network using your favorite tools and frameworks.

Explore our Specialized Expertise to learn more.

eBillingHub, part of the Thomson Reuters family of innovative solutions for professional services firms, provides a comprehensive and collaborative approach for preparing, submitting, tracking, and managing electronic invoices. eBillingHub delivers solutions to hundreds of clients in North America, Europe, and Asia Pacific, helping them to reduce errors in the electronic billing process.

Visit eBillingHub for more information.

Peppermint Technology is a leading cloud software company offering the legal sector an opportunity to transform how they do business. Peppermint’s platform provides the full suite of legal applications – practice management, case management, document management and client engagement – built on Microsoft Dynamics and delivered as Software as a Service (SaaS).

Visit for more information.

Introhive is the leading CRM automation and relationship insights platform that is proven to drive user adoption of CRM and increase sales and business development efficiency. The platform leverages artificial intelligence, machine learning, and data automation to improve team productivity, data accuracy, and completeness of information in CRM.

Visit  for more information.

ClearlyRated is a leading provider of client and talent satisfaction surveys and service quality research for professional service providers. We help law firms leverage the Net Promoter® survey methodology to measure the client experience, differentiate on service quality, and build online reputation.

Visit ClearlyRated for more information.

Star Americas is the professionals’ top choice for practice management software, chosen by leading CPA and accounting firms in 60 countries. Its flexible, modular software is integrated over a single database and offers a powerful time and billing functionality plus modules that focus on budgeting, scheduling, workflow, CRM, and more.

Visit for more information.

Caseflow is the leading Legal Workflow platform in Australia with more than 20 years of continued innovation and delivery of greater productivity and efficiency for legal firms. Used in many of the largest firms in Australia, Caseflow brings a passion and depth of expertise that enables firms to better serve their clients while maintaining strong bottom lines.

Visit for more information.

Chrome River Technologies, Inc. lets business flow for some of the world’s largest and most-respected global organizations. Its powerful, yet easy-to-use SaaS expense management and invoice automation solutions deliver a modern global and mobile experience in the marketplace.

Visit  for more information.

The Information Technology Alliance (ITA) is an independent membership association of leading mid-market technology professionals, consultants, and product/service providers in North America. ITA’s primary objective is to create a community where members share information and build relationships that improve the way they, and their clients, do business.

Visit ITA for more information.

American LegalNet (ALN) empowers law firms with innovative workflow management technologies that help mitigate risks, increase operational efficiencies, and reduce costs so they can focus on their core competencies. It is the premier provider of Desktop to Courthouse workflow solutions that include eDockets, Docket Direct, Forms WorkFlow, Smart Dockets, and Docket Alerts.

Visit for more information.

The Professional Services Partner Alliance works to connect professional services firms with the best technology and subject- matter experts for their specific Intapp project needs. Intapp customers looking to connect with the right partner and qualified Intapp-certified services organizations interested in joining can learn more at the PSPA website.

Visit for more information.

ObjectiveManager is an innovative software company dedicated to the professional services sector. We use goal-setting software to help professional service firms and their people define strategy, improve performance, and power growth. We work with the world’s biggest law and accounting firms to help them achieve their strategic goals.

Visit ObjectiveManager for more information.

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