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About Wilson Allen

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 help firms maximize the return on software investments

Client development and intake tools and services help firms identify, win, and keep high-value clients

Digital pre-billing software streamlines and provides visibility into each stage of the proforma process

BI software and business analytics services help firms make smarter business decisions

Full-service training solutions 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 in key business areas including our CRM practice, our Wilson Proforma Tracker software, and our support organization

  • 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 operate from 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. In 2020, Wilson Allen acquired Capensys.

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.


Meet Our Team

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


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.

“Partnering with Wilson Allen was an easy decision for us. Wilson Allen not only understands the challenges legal and professional services firms face, they have an excellent understanding on how organizations can operate more efficiently and drive more revenue. Together, Introhive and Wilson Allen provide an end-to-end solution that enables organizations to inject relationship data into their business intelligence tools, allowing them to analyze and capitalize on data in a way not previously possible.”

Diana Sapienza RVP - Global Head Strategic Alliances & Partnerships, Introhive

Aderant is a global industry leader which provides comprehensive business management software for law firms and other professional services organizations. The company aims to improve people’s lives through valuable technology that enables security, agility, collaboration, and automation.

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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.

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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.

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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.

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i2x Solutions is a full-service business technology consulting organization focusing on the legal and financial services sectors. i2x put their depth of legal technology knowledge to work, creating myriad solutions for Aderant customers. Specializing in financial, practice management, and other operational systems to perform installations, upgrades, build customizations, develop integrations, design reports, and more.

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iManage is the company dedicated to Making Knowledge Work. Its intelligent, cloud-enabled, secure knowledge work platform enables organizations to uncover and activate the knowledge that exists inside their business content and communications.

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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.

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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.

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Literal provides end-to-end document lifecycle solutions. The company’s Firm Intelligence business unit includes Foundation and Objective Manager. These products enable law firms to transform disparate data about clients, matters, people, and parties into usable information and actionable strategies.

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Microsoft enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more. A certified Silver partner for Data Platform and Data Analytics, Wilson Allen works with key Microsoft technologies including Azure, PowerBI, Cognitive Services and more.

NetDocuments a trusted cloud-based content services and productivity platform offering document management, email management and collaboration technology complete with disaster recovery, enterprise search, and matter centricity features.

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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).

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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.

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Semarchy is the creator of the Intelligent Data Hub™ which empowers business users to become data champions. Its xDM platform enables organizations of any size and helps them quickly bring together the critical information scattered across applications into a single data hub, with fast time to value. Data can be discovered, mastered, governed, and centrally managed in a non-intrusive way. Semarchy xDM is natively available on most popular cloud marketplaces, such as Microsoft Azure, Amazon Web Services (AWS), and Google Cloud Platform (GCP), and also as Software as a Service (SaaS), all with the same features as the on-premises platform.

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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.

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