Am Law 100 firm to streamline client billing processes with Wilson Allen

NEWTOWN SQUARE, Pa. (December 5, 2018) – 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 Proforma Tracker speeds the bill generation, distribution and review process, with a dashboard that enables finance teams to easily track and manage all stages of the billing lifecycle. Proforma Tracker also provides lawyers with an attractive, intuitive interface for quick review and markup on their desktop or mobile devices, eliminating the need to print and review paper drafts.

“Many of our larger clients have complex billing requirements, which can make it challenging for our lawyers and staff to ensure that invoices are compliant. Wilson Proforma Tracker will help us take our billing process to the next level by making it even easier for lawyers and staff to review, edit and approve draft bills, so we can generate and deliver final invoices to clients promptly,” said Daniel Sheeran, Chief Financial Officer, Duane Morris. “Over time, we expect that most of the process will be electronic, and dramatically reduce our reliance on paper.”

As part of its evaluation process, Duane Morris, a long-time Wilson Allen client, spoke with several firms using Wilson Proforma Tracker.

“Firms using Wilson Proforma Tracker were consistent in reporting seamless integration with Elite, quick turnaround times in billing, and less need for paper. The efficiency gains make Wilson Proforma Tracker very compelling — and clients appreciate more timely delivery of invoices, which also leads to improved realization rates for firms,” said Charles O’Donnell, Chief Operating Officer, Duane Morris. “We’ve always found the Wilson Allen team to be brilliant, bringing expert knowledge of law firm requirements and never losing sight of the end goal.”

“Duane Morris is forward-thinking in its use of technology to improve operational efficiency,” said Shishir Shetty, Vice President of Technology Services, Wilson Allen. “We’re very excited to work with the team in rolling out Wilson Proforma Tracker to digitize and further accelerate the firm’s client billing processes globally.”

Further information on Wilson Proforma Tracker is available at

About Duane Morris LLP

Duane Morris LLP provides innovative solutions to today’s multifaceted legal and business challenges through the collegial and collaborative culture of its more than 800 attorneys in offices across the United States and internationally. The firm represents a broad array of clients, spanning all major practices and industries. For more information, visit

About Wilson Allen

Wilson Allen offers law firms and professional services organizations an unprecedented range of software, strategic consulting, and implementation services to strengthen business performance. Our focus is on empowering firms to enhance client life cycle management by using data and software more effectively — from business development and client acquisition to service delivery and operations, to billing and collections. We’ve worked successfully with over 700 organizations globally, enabling them to gain greater insight from their existing data and execute more effectively based on those insights.