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About Wilson Allen

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So far Wilson Allen has created 16 blog entries.

Bringing Together Technology and Data to Improve Performance [Legal CRM Webinar Recap]

In the fourth of our legal CRM webinar series, Intapp’s Christopher Raymond and Wilson Allen’s Michael Warren focused on the data component of successful legal CRM implementations and the shift many firms are experiencing now, starting with the need for CRM transformation. Here are key takeaways.

2020-07-27T13:00:28+00:00Jul 14 2020|Blog, CRM Solutions, Law Firms, Resources, Services|

Four Key Components of Successful Legal CRM Transformation [Webinar Recap]

Read a summary this webinar featuring Intapp’s Ryan McCrosson and Wilson Allen’s Anne Reavis. Each shared best practices for achieving CRM transformation and reviewed four key components that are essential to enable effective change.

Setting up Elite 3E Templates for Remote Printing

Our consulting services team has fielded questions around the ability to print 3E templates from remote locations. Follow these steps if your firm needs this capability,

Aligning Technology with Client Needs to Drive Business Growth

Explore how firms can meet the objectives of various stakeholders and deploy strategies to drive growth by making small but important changes in how the firm uses CRM.

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