Event Recap: Tales of Digital Billing Transformation
Read a brief recap of our digital billing transformation panel session with representatives from three client firms.
Adventures in Data Stewarding: Top Tips for Keeping It Clean
With the rising tide of data in our increasingly digital world, professional services firms are in dire need of better data management strategies. Here are our top tips for maintaining your business and operational data.
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.
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,
Driving Growth By Addressing 3 Key Aspects of Legal CRM
Explore the human resources elements of CRM success and review practical ways to address three key aspects of CRM implementations – people, processes, and technology.
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.
Alison Janzen
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Anne Reavis
“I've worked with the CRM team for about 6 years [...]
Jandie McSweet
“I have always had positive experiences with Wilson's services. The [...]