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About Wilson Allen

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So far Wilson Allen has created 21 blog entries.

Latest acquisition creates one-stop shop for professional firms using Intapp

Wilson Allen’s growth continues apace and has taken a significant step forward with the recent acquisition of Aurora North’s Intapp practice group.  Wilson Allen is now a ‘one-stop shop’ [...]

Wilson Allen merger will enable the delivery of a broader range of high-demand services for customers

New company Chairman, Bruce Wilson, provides an overview of the reasons behind Wilson Allen’s merger with LAC Group.

2022-08-23T07:31:48+00:00Aug 19 2022|2022, Blog, Services, Specialized Expertise|

Is your tech ready for what happens next?

Until now, the goal for most software investments in professional services firms was that the applications should simplify and automate the core line-of-business operation which they addressed – but [...]

The “How-To” of the People Side of Change

When you consider the success of an implementation project, training and adoption are where your firm realizes most of its ROI. Janis Richman describes how you can encourage a learning culture and effectively address the people side of change.

2022-07-22T12:56:51+00:00May 19 2021|Blog, Law Firms, Resources, Services, Training|

If You Deploy It, Will They Use It? Modernization Through Change Management

To achieve a client-centric culture and meet client expectations for efficiency, firms must modernize and adjust to change. Here are some ways to ensure the success of your change management efforts.

2022-07-22T12:55:53+00:00May 12 2021|Blog, Law Firms, Resources, Services, Training|

Upskilling to Get Ahead: Using Technology Adoption to Achieve Competitive Advantage

There is every incentive for firms to drive user adoption of technology as it will increase the percentage of time billed by attorneys and increase profitability. Need more reasons? Read this post by Sue Pasfield.

2022-07-22T12:57:14+00:00Feb 4 2021|Blog, Resources, Services, Training|

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.

2020-09-03T12:54:02+00:00Sep 3 2020|Blog, Services|

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,

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