Accounting Firms

Barriers to becoming a data-driven organization (Data series Part 3)

By James Baldassarra,VP, Data Sciences. This article is part of a series Six top tips to foster a data culture (Data series Part 1) Data governance isn’t sexy but […]

Connecting to create one: bringing together HBR Consulting, LAC Group and Wilson Allen

April 27, 2023 – from Matt Sunderman (CEO) & Rob Corrao (Executive Chairman) Late last year, we shared the news that the private equity firm Renovus Capital made a […]

Fallacies of cloud versus on-premise price comparisons (Cloud Series Part 3)

By Russ Haskin, Senior Director, Business of Law Consulting In part three of this blog series on cloud readiness, Russ Haskin, Senior Director Business of Law Consulting, Wilson Allen, […]

Training a lawyer for the 21st century

Part one of a two-part blog series with John Attinger, Senior Director, Technology Adoption, exploring the challenge of training lawyers to meet contemporary competency expectations. For people of a […]

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’ […]

Data governance isn’t sexy but it is essential (Data series Part 2)

By James Baldassarra,VP, Data Sciences. This article is part of a series Six top tips to foster a data culture (Data series Part 1) Barriers to becoming a data-driven […]

Six top tips to foster a data culture (Data series Part 1)

By James Baldassarra,VP, Data Sciences. This article is part of a series Data governance isn’t sexy but it is essential (Data series Part 2) Barriers to becoming a data-driven […]

Alignment with vendor vital when assessing cloud options (Cloud Series Part 2)

By Russ Haskin, Senior Director, Business of Law Consulting For parts one and three: The path to the cloud’s silver lining (Cloud Series Part 1) Fallacies of cloud versus […]

The path to the cloud’s silver lining (Cloud Series Part 1)

By Russ Haskin, Senior Director, Business of Law Consulting This post is part of a series: Alignment with vendor vital when assessing cloud options (Cloud Series Part 2) Fallacies […]

An air of optimism at ILTACON 2022

Justin Farmer, EVP of Products & Services at Wilson Allen, gives us his rundown of his visit to ILTACON 2022 last week! What an exciting time to be in […]

How the move to the cloud creates faster time-to-value analytics and more powerful business insights

Article by: James Baldassarra (VP, Data Sciences) and Liz McLaughlin (Data Scientist) When we think about traditional business intelligence or analytics solutions, there are well-trodden methods for data extraction, […]

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.

What’s the thinking behind the iDEA?

Wilson Allen’s chief revenue officer Kaye Sycamore dives deeper into the market drivers behind WA’s launch of iDEA – the first of a new suite of subscription services. The […]

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 […]

Why billing automation is critical – and inevitable

Modernizing Your Data and Analytics Approach to Drive New Thinking

Data is the energy source of the digital economy but making it valuable is difficult. Professional services firms need strategies that improve their ability to provide insight, but the […]

Five Tips To Trim Software Implementation Costs

Landscape transformation is a significant undertaking. How can your firm trim cost from its software implementation and still get the greatest value? Here are some tips on getting your budget just right.

Essential Steps for a RAPID Software Upgrade

Why do some software upgrade projects go smoothly while others falter and stall? Paul Rayment believes it’s best to apply a dynamic RAPID framework to optimize each project stage.

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.

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.

Moving to the Cloud to Maximize Client Success: 5 Key Considerations

Developing a client-centric culture requires businesses to run as efficiently as possible. For many, that means migrating to the cloud. Here are 5 key considerations to help your firm get the greatest value from its ascent.

Rethinking Partner Compensation: The Role of Value Creation

There are emerging value-based characteristics that need to be incorporated into decisions about partner compensation. This post discusses some of these characteristics and how they relate to developing a more client-centric culture.

Analytics as a Discipline: Boosting Your Maturity Model to Be Better Connected

Explore why and how your firm can advance its analytics maturity model to develop an actionable capability and a more client-centric mindset.

Breaking the Mold: Becoming A Connected Firm to Enhance Client Value

To succeed in adopting a more client-centric culture, firms need to re-evaluate and improve how they manage these 5 key areas of their business, systems, and data.

Value Vs. Performance: Measuring Success in Terms of Client Value

Professional services firms are placing much greater emphasis on client centricity. A fundamental representation of this emphasis is tied to how firms measure success.

Aligning Client-Centric Strategies with Information Management

Introduction to a six-part series on developing a successful client-centric culture and how to address the resulting operational implications.

5 Scenarios that Illustrate Why You Should Keep Non-Production Environments In Sync

When tasked with troubleshooting performance issues, having a non-production platform available and in sync with your production environment is essential. Here’s why.

Why Your Firm Should Up Its Master Data Management Game

Inconsistency in how your firm handles data not only impacts reporting and causes frustration for data consumers, it can hinder strategic decisions, leading your firm down the wrong path. Russ Haskin offers these suggestions to straighten the course.

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.

Project Management Best Practices: Five Key Areas of Impact

How can your firm help ensure a positive outcome for its next software implementation? Here are five of the most impactful areas to address to help ensure project success.

Three Growing Trends Legal Marketers Need to Prepare for in 2021

Now that firms are beginning to scale back their pandemic-related austerity measures, some emerging trends in legal marketing are beginning to reveal themselves. Jason Kennedy explains what they are and how you can prepare.

Dear Santa: A Partner’s Plea for CRM Strength and Success

Santa is used to pulling off what might seem to be impossible. Maybe this year, Santa can help this partner believe in CRM and make it succeed at the firm.

Why Security Awareness Training Should Be On Every Firm’s Holiday Shopping List

As holiday season approaches, your employees could inadvertently expose your firm, its clients, and themselves to cybercrime. Here’s what you can do to minimize the risk.

Want to Derive Greater Value from Technology? Take A Goal-Based Approach to Training

How can your firm derive greater value from its investments in technology? By enhancing its approach to change management and taking a goal-based approach to training. Here are some suggestions for accomplishing this objective at your firm.

Evolving Law Firm Risk: Inside the Minds of Clients and Firm Management

What do law firm management and client leaders consider to be the most effective conflicts and risk policies, practices, and priorities? Read this blog post for the answers.

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.

Matthew DeVoll Joins Wilson Allen As Director of Marketing

Wilson Allen has announced that Matthew DeVoll is joining the company as Director of Marketing. In this capacity, DeVoll will be responsible for setting Wilson Allen’s marketing strategy and developing and implementing programs to drive revenue and profitable growth.

The Goldilocks Principle: Getting Your Software Implementation Just Right

While there are many similarities among software implementation projects, no two are alike. Here’s how to pick an approach that is “just right.”

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.

Risky Business: Choosing the Best Risk and Compliance Approach for Your Firm

Around the world, law firms of all sizes have taken on different approaches to how they manage their risk and compliance obligations. As your firm considers its approach, here are some points to keep in mind to ensure your risk and compliance efforts fall within your firm’s comfort zone.

Shishir Shetty Promoted to Chief Operating Officer at Wilson Allen

Shetty joined the company in 2012 as senior director of 3E client services with responsibility for the company’s technical and application specialists. In 2016, he was promoted to VP of technology services with responsibility for professional and technical consulting services as well as the development of the best-in-class Wilson Proforma Tracker digital billing software.

Wilson Allen Named to the Microsoft AI Inner Circle Partner Program

Using Microsoft Azure Cognitive Services, Wilson Allen makes it easier for professional services firms to perform analytics on previously siloed and unstructured data. It delivers prebuilt AI and machine learning models that can run on premise or in the cloud.

3 Ways Firms Are Using Data to Steer Through Today and Plan for Tomorrow

As the dust settles and firms return to some form of business as usual, how do you steer through the economic impact of the pandemic? The good news is you have a tool that is readily available to help you answer this question – the data life cycle.

Learning from the Past: Using Hard Data to Face Economic Upheaval

Are you making the right decisions? Or the easiest? See how a data-backed strategy with advanced metrics can help firms make better and more informed decisions to navigate what comes next.

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.

Renormalizing Risk: Using Law Firm Downtime to Improve Processes

As the world faces the implications of the global pandemic and looks forward to recovery, we must build resilience to deal with uncertainty and risk. One way law firms can do so is by taking steps now to make business process improvements. Here’s how.

How We Did It: The Tale of Two Remote 3E Go-Lives

Read how members of Wilson Allen’s professional services team helped two firms face the challenges of bringing software live in a remote environment.

The Opportunistic Marketer: Making a Case for Collaboration for Greater Strategic Value

By expanding the data set to include financials as well as relationship and experience management metrics, business development professionals can more accurately identify growth strategies.

There to Here and Here to There, Meeting the Challenge To Be (Virtually) Everywhere

Many are experiencing a new way of working. Here’s how planning ahead helped our business continuity team to flip the switch to working remotely over a weekend.

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.

10 Things You Need To Know About CCPA and Its Domino Effect

CCPA went into effect on January 1, 2020. See how can your firm comply with this act and prepare for increasingly stringent data privacy regulations.

How We Did It: Setting Up A Client Feedback Program to Enhance Performance

By deploying a client feedback program and using the results as a tool for business improvement, firms can increase their competitive advantage. See how we implemented our program with support from ClearlyRated.

An Ace Up Your Sleeve: Top Tips for Choosing the Right IT Services Partner

To run as profitably as possible, the systems that professional services firms rely on to support operations must run at peak performance. Here’s why the time to identify your go-to people is when everything is running smoothly, not when your system is down.

Six Critical CRM Trends: Keeping Pace with the Changing Business Landscape

What can we expect in the next 12 months related to CRM? This blog explores critical trends so you can be informed and prepared.

Expert Tips to Prepare Enterprise for a Successful Migration

What can your firm do to prepare for an Enterprise migration or improve your processes if you’ve already begun? Read our expert tips.

From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue

To get the most out of CRM, firms need to do the basics well, be clear about objectives, and then look beyond traditional approaches to CRM to accomplish those goals. Here’s how.

Six Ways To Engage Attorneys in the Use of New Technology

Law firms realize the greatest value from new technology when users actually use it – and use it well. How can you accelerate the adoption of new technology? Here are six methods that can help you achieve a positive outcome.

Wilson Allen and ObjectiveManager Form Services Partnership to Bring Alignment to Client Life Cycle Strategy and Execution

Wilson Allen and ObjectiveManager have entered into a services agreement. Wilson Allen is helping firms integrate ObjectiveManager software within their broad application ecosystem so they can execute more effectively on operational tactics that support business goals and better measure the contributions of each person.

Why Your Firm Should Prioritize the Client Life Cycle

Here’s why traditional ways of working must evolve and how to make the transition.

Mitigating Merger Woes through Careful Planning and Execution

The way in which firms enter and finalize mergers and acquisitions have long-term ramifications. You can make the transition more smoothly by carefully planning these three phases of the process.

Wilson Allen and Aurora North Launch Professional Services Partner Alliance (PSPA)

Wilson Allen and Aurora North Software today announced the launch of the Professional Services Partner Alliance (PSPA), which aims to more effectively connect law firms, accounting firms, and capital markets firms with the best technology consultants and subject-matter experts for Intapp-related project work.

Wilson Legal Solutions and Stanton Allen to Rebrand As Wilson Allen

Wilson Allen and Stanton Allen Ltd., which merged in 2018, today announced that the two companies will begin operating under the brand name Wilson Allen, effective April 2019. The name was chosen to better reflect the melding of the two organizations, their growing non-legal customer base, and their commitment to clients across industries.

Under Pressure To Perform? Add CRM to Your BI Equation

It’s pure fantasy to think that to make more money, you just have to have more billable hours to offer clients. Here’s how to succeed in today’s environment.

Five Ways to Prepare for 3E Templates

Is your firm moving its billing processes to 3E? Read tips from our 3E and Design Gallery specialists to help you save time and get a better end result.

Breaking Down the Complexity of 3E Data Structures

When going from Elite Enterprise to Elite 3E, firms must adapt to an increase in the number of data tables. Here’s what database administrators, finance teams, and accounting need to know.

Wilson Allen and Star Americas Partner to Enhance Accounting Practice Management

Wilson and Star Americas Software Solutions today announced a strategic business partnership. Wilson joins Star in offering professional, technical, and advisory services for its practice management software and Wilson will make available advanced analytics solutions to enhance the software.

Five Ways Your Firm Should be Protecting Client Data

Law firms are the hubs of a staggering array of confidential data. Protecting client data requires a holistic and layered approach. Here are five practical ways you can strengthen your firm’s efforts.

Need to Change Your PMS? Three Reasons to Consider ERP

A rising number of firms are opting for a move into the ERP world. Why? Here are three reasons firms are considering the road less traveled.

Two Key Roles Essential to System Conversion Success

Why is it that some system conversions go well, and some don’t? Ultimately it comes down to two critical areas. Here’s how to address them.

Centralized vs Decentralized: Which Conflicts Model Is Better?

Conflicts and business intake are part of an expanding risk management and compliance function that spans legal business and operations. Explore if a centralized or decentralized approach works best for identifying and clearing conflicts of interest.

Wilson Allen and Introhive Form a Services Partnership

Wilson Allen is pleased to announce the formation of a services partnership with Introhive, a leader in relationship intelligence and CRM automation for professional services firms.

How to Build the Strongest Implementation Team: Who to Invite and Who to Avoid

Whom you choose to fill key roles and responsibilities can have a major impact on the outcome and ROI. Here are tips for forming the strongest team.

Mills & Reeve Selects Wilson Proforma Tracker to Enhance Billing Workflow and Collaboration

Mills & Reeve, a leading UK law firm that provides comprehensive legal advice to businesses and individuals, has selected Wilson Proforma Tracker software to enhance its billing workflow, collaboration, and efficiency.

Better Strategic Planning: How to Be a Leader in a World of Lemmings

Firms are successful in strategic planning when deciphering reality from fiction using competitive intelligence and market awareness.

Wilson Legal Solutions and Stanton Allen Ltd. Sign Definitive Merger & Acquisition Agreement

Wilson Legal Solutions and Stanton Allen Ltd. today announced a definitive merger and acquisition agreement to consolidate operations into a united company.

Five Ways to Reduce Post-Implementation Sticker Shock

Focus on these five areas to be better able to determine exactly what you’re signing up for to avoid surprises later.

Wilson Allen and Intapp Deepen Partnership in Accounting Market

Under this agreement, Wilson will be able to offer licenses for Intapp Integrate and Intapp Flow to small- and mid-sized accounting firms in North America.

Wilson Allen Welcomes Lindsay Barthram As Director of Consulting Services, EMEA

Wilson Allen, a leading provider of software and services that help law firms and professional services organizations improve business performance, today announced that Lindsay Barthram has joined the company as director of consulting services for its EMEA operations.

Wilson Allen Acquires Francisco Consulting Group and LawDrill Applications

Wilson Allen today announced it has acquired Francisco Consulting Group and the company’s LawDrill suite of inquiry and analytics applications. Jose Hernandez, president of Francisco Consulting Group, is joining the company as LawDrill product manager.

Choosing the Right Methodology for Your Software Implementation

Law firms are facing the prospect of implementing new software more frequently. What is the best approach? Review some of the most common frameworks, methodologies, and tools.

Challenging Analytics Complacency: 4 Key Areas Law Firms Should Be Targeting

Too often BI is viewed in isolation. The real BI value is in a modern analytic framework that aligns with your firm’s performance management needs.

Better Strategic Planning: The Most Important Questions to Ask Before You Begin

Firms are successful in strategic planning when preconceived notions are set aside and instead, data and intelligence inform the process – beginning with a solid internal review.

Wilson Allen Introduces Wilson Proforma Tracker

Wilson Allen today announced the availability of the Wilson Proforma Tracker application. This software enables firms to manage the entire proforma and invoice distribution process with a firmwide-compliant and effective workflow. It allows for advanced front-office editing capabilities and provides valuable insight into the billing process.

Norm Mullock Joins Wilson Allen As Vice President of Strategy

Wilson Allen is pleased to announce the appointment of Norm Mullock as vice president of strategy. In this capacity, Mullock drives operational initiatives and evaluates strategic corporate and product acquisitions. He also collaborates with members of the leadership team to give prominence to the company’s core competencies and increase market share.

Succession Planning: The Problem with Procrastination

The baby boomer generation is rapidly retiring – leaving a large void in the leadership of law firms that did not plan ahead for this eventuality. Given the potential business impact of losing clients when an attorney retires, it would serve law firms well to avoid procrastinating and begin succession planning now.

Wilson Allen and American LegalNet Announce Preferred Services Partnership Agreement

Wilson Allen and American LegalNet, Inc. (ALN) today announced the formation of a services partnership. The agreement solidifies Wilson Allen’ relationship with ALN and establishes it as a preferred implementation partner of ALN’s eDockets – Critical Dates docketing, legal forms, and calendaring software.

How Total Performance Management Can Help You Achieve a Stronger Bottom Line

By bringing together data, insight, and action, firms can take a total performance management approach to operations to achieve a stronger bottom line. See how you can make the most of new tools that enable improvement.

New BI Software? How to Overcome Obstacles and Improve Outcomes

Many law firms are taking a hard look at the software they’re using to surface information that supports strategic decisions. To improve a business intelligence (BI) software roll out, we suggest concentrating on these four key areas of focus.

Wilson Allen to Assist Two Law Firms in the Evaluation of New Practice Management Software

Wilson Allen today announced that an Am Law 100 firm and a progressive regional law firm have chosen the company’s technology transition advisory services. The firms join a growing list of organizations that have turned to Wilson Allen for assistance with the evaluation of new practice management software.

Four Action Items to Streamline Project Lifecycles

As you consider implementing new software at your firm, adding the following four key action items to your to-do list can help you complete these core stages successfully.

How Solid is Your Disaster Recovery and Business Continuity Plan? See How Your Firm Measures Up.

It’s budget time in the legal services industry. How much should your firm earmark for disaster recovery and business continuity? This post offers guidance on what to factor into your 2017 plans.

Data Conversion: 4 Tips for Improving Validation

Data validation is an important part of the data conversion process when transitioning to new financial management software. To streamline this effort, validation should be a multi-step process.

A 7-Step Formula for Streamlining Your 3E Implementation

New technology enables better ways to complete tasks. Greater efficiency. Better visibility. Tighter security. But how can you streamline the colossal effort involved with implementing new practice management software? Here are the critical success factors I’ve gleaned from my years as a software implementation project manager.

Disaster recovery and business continuity: Why now is the time to prepare for the worst

Disaster recovery and business continuation procedures are becoming hot topics as law firms become increasingly dependent on data. For firms without a solid plan in place, the impact of unexpected events could be devastating.

Four Key Areas of Planning and Execution to Help Streamline the Transition of Technology

How can your firm make the most of a transition to new software? Focus on these four areas to uncover the strategic benefits of a system conversion or upgrade.

Account Termination Policies: How to Uphold Security When Employees Leave

Law firms go to great measures to protect digital assets from outside forces. This same diligence needs to be applied to uphold security in regards to your employee base – past and present.

Feeling Comfortable in the Cloud: Maximizing the Security of Digital Assets

More and more law firms are looking to the cloud to meet their computing needs. But many are hesitant to make the leap into the cloud. Why? Security concerns.

Time for New Practice Management Software? Stop Panicking and Start Planning for Improvement

In the next few years, almost every law firm will be in line for either an upgrade or conversion of their practice management system.

Still Relying on Gut Instincts? Why Now Is Really the Time for Data-Driven Business Decisions

When it comes to the practice of law, attorneys are taught to leave no stone unturned within a case. That same principle should apply to the business of law. Here’s why.

Legal IT: Why Project Management Delivers the Greatest ROI

When planning a software upgrade or implementation, the industry rule of thumb is that you should allocate approximately 20% of the budget to project management.

Top 5 Traits to Seek in a Law Firm Business Analytics Solution

More than ever, law firms are focused on identifying ways to run and grow more profitably.

How Important Are People? What Your Website Can Tell You

The key to being an effective leader is hiring the right people.

How Are Top Performing Law Firms Out Pacing Their Peers? See the Survey.

2016 Survey provides great insight into the trends that are reshaping the legal industry.

Keeping Pace With Market Trends. Is Your Firm Falling Behind?

Law firms must adapt if they want to keep pace with client demand and their own internal growth expectations.

Big Sale, This Weekend Only! Avoiding the Trap of Discounts

There are literally million dollar homes that are discounted by a dollar. Apparently to many that makes a difference.

Associate Bonuses and Hourly Thresholds: Why Now is the Time to Consider a New Reward System

To be productive members of the firm, it’s important that associates drive revenue.

Building a Better Business Development Strategy : Finding Your Sweet Spot through Business Analytics

The ability of your law firm to thrive is predicated on one key pillar of growth – you must develop both new and existing business.

Battling the Basics: Reduce Lag to Improve Year-End Numbers

If there’s one thing your firm can do to help improve your year-end numbers, it’s battle lagging time entry processes. Here’s why.