News
Stay up-to-date on the latest news from Wilson Allen.
Wilson Allen acquires Aurora North’s Intapp practice
Wilson Allen Chief Strategy Officer Norm Mullock says the acquisition significantly expands its capabilities and the number of Intapp specialists in Wilson Allen, making it the largest provider of Intapp OnePlace services and expertise in North America and the UK.
Jon Grant joins LAC Group + Wilson Allen as market strategist
Grant joins from the AMLAW50 multinational law firm Greenberg Traurig, where he was Director of Innovative Strategies. Grant believes his experience innovating ‘on the inside of BigLaw’ will be invaluable to LAC + Wilson Allen and their clients.
Crayon and Wilson Allen enter into a strategic partnership
The partnership combines Crayon’s expertise in modern analytics with Wilson Allen’s deep technology application knowledge for the legal industry
Merger creates market leader in high growth information & technology services sector
As a result of the merger, the new company will become a global industry leader providing information and technology services to professional services firms and information-driven enterprises. The combined business will have more than 900 clients, approximately 350 employees, and operations in the US, Canada, the UK and Europe.
Wilson Allen sells Billstream billing automation software to Intapp
Wilson Allen’s CEO and founder Bruce Wilson says the sale is a strategic move for both Wilson Allen and Intapp.
Wilson Allen receives KnowBe4’s Americas Partner Program Award for Partner to Watch – North America
Legal technology consulting and services firm, Wilson Allen, today announced that it had received the Partner to Watch – North America Award from KnowBe4 as part of the 2022 KnowBe4 Americas Partner Program Awards during its annual KB4-CON event.
Wilson Allen wins Microsoft Gold in Data Analytics
Norm Mullock, Vice President of Strategy, Wilson Allen, says Microsoft Gold certification is just one of a number of behind the scenes developments at Wilson Allen, laying the ground work for the impending rollout of a new managed service focused on helping customers along their data analytics journey.
Wilson Allen goes further, faster with new i2x partnership
"This new alliance enables us to go further, faster," says Wilson Allen’s vice president of strategy, Norm Mullock.
A big new iDEA from Wilson Allen
Wilson Allen founder and chief executive officer Bruce Wilson says the new subscription service is the first of a range of subscription services Wilson Allen is developing in response to market demand for expertise and high-end support services, based on a trusted relationship delivering value over time.
Wilson Allen Engages Kaye Sycamore in Chief Revenue Officer Role
Saliant Principal, Kaye Sycamore, to assist the company with development and execution of its go-to-market strategy.
Justin Farmer Joins Wilson Allen as Senior Director, Managed Services
In his new role at Wilson Allen, Farmer will be responsible for growing Wilson Allen’s portfolio of managed services offerings.
Wilson Allen Welcomes Mike Johnston as an Aderant Account Executive
In his new role at Wilson Allen, Johnston will be responsible for growing business opportunities within the company’s Aderant customer base.
Dustin Graham joins the Wilson Allen team as Senior Business Consultant
Wilson Allen announced today that Dustin Graham has joined the company to serve as Senior Business Consultant in its financial and practice management services organization, adding his depth of Aderant expertise to the team at a time when the volume of PMS migrations is surging.
Jamie McMillan joins the Wilson Allen team as Project Manager
Wilson Allen announced today that Jamie McMillan has joined the company to serve as Project Manager in its rapidly growing Client Development & Intake (CDI) practice, driving delivery in software implementation, data hygiene and conversion, and technical consulting.
James Baldassarra Joins Wilson Allen as Director of Data Sciences
In his new role at the company, Baldassarra will be responsible for rolling out Wilson’s Managed Analytics Services, as well as accelerating the development and scale of the services offerings resulting from the company’s innovation efforts, including concepts coming out of the Wilson Think Tank and its work as a Microsoft AI Inner Circle Partner.
Ben Masters Joins the Wilson Allen team as a CRM Senior Technical Consultant
Wilson Allen announced today that Ben Masters has joined the company to serve as a Senior Technical Consultant, providing firms with a range of assistance including marketing technology, operations consultation, application integration, and software implementation.
Litera Firm Intelligence Business Unit Cements Strategic Partnership with Wilson Allen
Wilson Allen has introduced the Workforce Onboarding Integration service for Elite 3E. The service streamlines and automates the propagation of new person records into the 3E practice management solution from Thomson Reuters Elite.
Wilson Allen Introduces the Workforce Onboarding Integration service for Elite 3E
Wilson Allen has introduced the Workforce Onboarding Integration service for Elite 3E. The service streamlines and automates the propagation of new person records into the 3E practice management solution from Thomson Reuters Elite.
Wilson Allen Announces Acquisition of Capensys
Wilson Allen announced today that it has acquired Capensys, a leading provider of software training services and technology. The addition of Capensys’ training solutions will extend Wilson Allen’s ability to help firms accelerate user adoption of technology, streamline change management, and rigorously enforce information security practices.
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.
Wilson Allen and Capensys Announce Strategic Training Services Alliance at ILTA>On
Wilson Allen has formed a strategic alliance with Capensys, a leading provider of software training services and technology. Together, Wilson Allen and Capensys will align to help firms accelerate user adoption of technology, streamline change management, and rigorously enforce information security practices.
Wilson Allen Announces Expansion of Leadership Team
Wilson Allen today announced the expansion of its leadership team including the promotions of Suki Sahansara to VP, Customer Success, Jennifer Hallett to VP, Financial Systems, and Stu Gooderham to VP, Sales.
Wilson Allen Welcomes Jason Kennedy and Stacey Morrow
Wilson Allen is pleased to announce the additions of Jason Kennedy and Stacey Morrow to its roster.
Mary Jo Gerrity and TJ Gerrity from Syndet Business Technologies Join Wilson Allen
For many who work in or make use of legal technology, the Gerritys and Syndet are synonymous with quality technical expertise on the Thomson Reuters Elite platform for installations, upgrades, disaster recovery,
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.
Wilson Allen Introduces CRM Toolkit to Simplify Data Management for Professional Services Firms
The CRM Toolkit is designed to help professional service firms manage data more effectively by automating data segmentation and data quality tasks.
Drew O’Neill Joins Wilson Allen As Account Executive
Drew O’Neill has joined Wilson Allen as an account executive to keep pace with growing interest in the company’s Wilson Proforma Tracker software, which simplifies the preparation and validation of proformas.
Anne Reavis Joins Wilson Allen As A CRM Consultant
Anne Reavis has joined the company as a CRM consultant where she will work in a strategic consulting role to support the successful delivery of CRM implementation and transformation projects.
Bevan Brittan Launches Wilson Proforma Tracker to Streamline Billing Processes and Increase Invoice Accuracy
Wilson Allen today announced that Bevan Brittan LLP has gone live with Wilson Proforma Tracker software, enabling the firm to streamline its billing processes and increase invoice accuracy.
Peppermint Technology Announce Strategic Delivery Partnership with Wilson Allen
Legal cloud software provider Peppermint Technology today announced they have signed a Strategic Delivery Partnership with Wilson Allen to provide integration, migration and data management services that support the implementation of Peppermint CX365, the industry-leading legal technology platform.
Thomson Reuters Elite Expands its Partnership with Wilson Allen to Include 3E Business Development Services
Thomson Reuters Elite today announced an expansion of its partnership agreement with Wilson Allen. Under this agreement, Wilson Allen will serve as the preferred partner to Elite for technical, data quality, and consulting services related to 3E Business Development (formerly Business Development Premier), part of the 3E Enterprise Business Management Solution, as well as legacy business development solution BDS.
Perkins Coie Selects Wilson Proforma Tracker to Accelerate and Automate the Client Billing Life Cycle
Wilson Allen today announced that Perkins Coie LLP, an international law firm with more than 1000 lawyers, has selected Wilson Proforma Tracker software to speed bill generation, distribution, and review, and to improve visibility into the overall status of the firm-wide billing life cycle.
eBillingHub and Wilson Allen Announce Partnership and Integration of Wilson Proforma Tracker
eBillingHub has today announced a new Affiliate partnership agreement with Wilson Allen. The partnership enables seamless integration of Wilson Proforma Tracker software with eBillingHub to further streamline the billing process so firms can more quickly issue compliant invoices. More specifically, firms will now be able to validate proposed bill updates and edits against client guidelines in real time, avoiding invoice rejections and payment delays.
Wilson Allen Announces Record Client Engagement, Company Growth, and Team Expansion at ILTACON 2019
Catalyzed by 2018 strategic merger, Wilson’s focus on streamlining end-to-end client life cycle management for law firms continues to resonate with a rapidly evolving industry.
Wilson Allen and ClearlyRated Announce Strategic Partnership to Empower Law Firms with Actionable Client Experience Data
Wilson Allen and ClearlyRated have formalized a partnership that will incorporate real-time client feedback into business analytics and data-driven decision making across their shared clientele. The two companies announced the partnership after a successful launch of their API integration which pairs ClearlyRated’s client survey program with a series of business intelligence tools utilized by law firms, drawing client experience data directly into the analytics that inform business planning.
Wilson Allen Introduces the Wilson Template Accelerator Package for Elite 3E
Wilson Allen has applied its experience as a certified Elite services provider with extensive 3E Templates expertise to create prebuilt best-practice templates for invoices, proformas, and billing statements and then customize them for clients as a fixed-fee rapid delivery project.
Bevan Brittan Selects Wilson Proforma Tracker to Streamline Billing Processes and Increase Invoice Accuracy
Bevan Brittan is now the third UK-Top 100 law firm and tenth worldwide to select Wilson Proforma Tracker to streamline its billing processes and increase invoice accuracy.
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.
Wilson Allen Rebrand: Frequently Asked Questions
Wilson Legal Solutions and Stanton Allen Ltd., which merged in 2018, have begun operating under the brand name Wilson Allen, effective April 1, 2019. Wondering how the rebrand could impact current projects, points of contact, and more? Review these Frequently Asked Questions.
Gareth Hodges Joins Wilson Allen as Account Executive for the EMEA Market
Hodges to serve as a trusted advisor to firms looking for greater return on client relationship management (CRM) investments and improved process efficiency. He'll work with professional services firms to help solve business and operational challenges related to CRM, business development, and marketing as well as help firms identify solutions to improve efficiency, particularly related to billing processes.
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.
Duane Morris Selects Wilson Proforma Tracker for Paperless Billing Lifecycle Management
Wilson Allen today announced that Duane Morris LLP, an Am Law 100 firm with 800 lawyers across the US, UK, and Asia, has selected Wilson Proforma Tracker to automate and streamline its client billing process. Duane Morris will use Wilson Proforma Tracker together with its Elite Enterprise financial management system.
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.
Wilson Allen Welcomes Patrice Kennard As Senior Risk Consultant
Wilson Allen today announced that Patrice Kennard has joined the company as a senior risk consultant. Based in Asheville, North Carolina, Kennard joins Wilson Allen’s assessment and advisory services team to help law firms and law departments optimize new business intake processes and reduce conflicts of interest.
Caseflow and Wilson Allen Announce Services Partnership at ILTACON 2018
Caseflow and Wilson Allen have announced a partnership agreement where Wilson will provide implementation and training services in the United States for new installations of the Caseflow Acumen Suite, which helps law firms organize their workflows and cases.
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.
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.
Wilson Allen Welcomes Stu Gooderham As Commercial Director, EMEA
Stu Gooderham has joined the company as commercial director for its EMEA operations. In his new role, Gooderham will be directing Wilson Allen’s go-to-market activities in EMEA, as well as localizing and refining its corporate strategy to meet the needs of clients in the region.
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.
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.
Gould & Ratner Agrees to Be A Beta Client for Wilson Ideate Software
Gould & Ratner LLP has agreed to be a beta client to integrate Wilson Ideate software with Rippe & Kingston Legal Management System. This will be the first integration of Rippe with Wilson Ideate, a business intelligence (BI) solution that enables firms to access, analyze, and share data to drive smarter decisions.
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.
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.