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About2019-10-09T13:44:05+00:00

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 brings together a team of a highly respected business and technology experts following the completed merger of Wilson Legal Solutions and Stanton Allen. We offer professional services firms unprecedented software, strategic consulting, and technical expertise to strengthen business performance. Our specialized expertise enables you to use data and software more effectively so you can build stronger relationships, work more efficiently, and run more profitably.

By helping you align software and draw data from a wide array of systems, Wilson Allen can empower your firm to manage the client life cycle more effectively — from business development and client acquisition to service delivery and operations as well as billing and collections. We work with organizations worldwide, enabling them to gain greater insight from their data and execute more effectively based on that insight.

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.

Timeline

1987

Bruce Wilson launches Wilson Technology, a custom legal software provider

2005

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

2008

Stanton Allen is launched by Michael Warren and Jason Hariss

2009

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

2011

– Wilson establishes services partnership with Elite

– Wilson opens office in New York City

2012

– Wilson joins Elite Alliance Partner program

– Wilson establishes 3E practice area

– Wilson achieves Elite 3E Services certification

– Wilson forms Elite Enterprise consulting team

2013

– Wilson earns spot on Philly 100

– Wilson opens office on West Coast

– Wilson earns spot on Inc. 500

2014

– 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

2015

– 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

2016

– 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

2017

– 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

2018

– Wilson acquires Francisco Consulting Group and its LawDrill applications

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

– Wilson merges with Stanton Allen

2019

– Wilson Legal Solutions and Stanton Allen become Wilson Allen

– Wilson and Aurora North form PSPA

– Wilson and ObjectiveManager form partnership

– Launch of Wilson Template Accelerator package

– Wilson and ClearlyRated form partnership

– Wilson and eBillingHub form partnership

Meet Our Team

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

Partners

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.

Visit Elite.com for more information.

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.

Visit intapp.com for more information.

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.

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 starpm.com 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 www.introhive.com  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 caseflowacumen.com 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 chromeriver.com  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 www.alncorp.com 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 www.pspalliance.com 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.

OnePlace is a next generation client lifecycle management solution for professional services, built on the market-leading Salesforce platform. With offices in Singapore, Australia, the US and the UK, the OnePlace team has built a strong track record of planning, implementing and supporting successful CLM projects worldwide with expertise and passion.

Visit OnePlace 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.

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