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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 help firms maximize the return on software investments

World-class client development and intake tools and services help firms identify, win, and keep high-value clients

Best-of-breed digital pre-billing software streamlines and provides visibility into each stage of the proforma process

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

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’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 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.



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.


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

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.

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.

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.

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.

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.

Visit for more information.

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.

Visit 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.

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.

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.

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.

Litera is the leading provider of software for law firms and document-intensive organizations across the globe, helping them satisfy the demands of clients. Part of the Firm Intelligence business unit, Foundation enables large law firms to transform their disparate data about clients, matters, people, and parties into usable and actionable information. The Foundation data platform includes integrated applications for Experience Management, Expertise Location, and Strategic Relationship Management – leveraging firm knowledge to win new business, improve client service, and gain insight into both the business and practice of law.

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.

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.

Visit for more information.

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