Prebuilt best-practice templates to speed time to value for firms looking to customize invoices, proformas, and billing statements

NEWTOWN SQUARE, Pa. (May 29, 2019) – Wilson Allen, a leading software and services provider for professional services firms formed by the completed merger of Wilson Legal Solutions and Stanton Allen, today announced the availability of 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.

The Wilson Template Accelerator package includes the templates selected, a strategy session, and a number of services hours as needed based on the scope of work. The chosen templates are then immediately available in a pilot environment, or they can be installed in parallel for firms that already have existing 3E Template solutions, such as Word Designer or Crystal Reports.

“Traditionally, law firms could expect to accrue several hundred consulting hours to prepare new billing templates customized to the firms’ specifications. With our service offering, formatting and layout updates that once took hours now take minutes to complete,” explains Shishir Shetty, VP, technology services, Wilson Allen. “We’ve built in formatting accelerators and options as well as shared components that enable global updates. The result is a set of extremely dynamic and flexible templates that drastically reduce the service hours required for customization.”

Mike Sheridan, financial systems manager at Montgomery McCracken Walker & Rhoads LLP, can attest to the potential time and cost savings enabled by the templates. “We were able to demo the invoice template in our 3E environment. Features like cell shading, table outlines, underlines, and margins can be turned off or on very easily,” he says. “I can see how using them as a starting point means fewer consulting hours and therefore significant cost savings for firms that need to customize billing documents.”

The templates include features and options designed for the digital era and the long-term evolution of a firm’s business practices. “By adding hyperlinks, PDF bookmarks, and enhanced workflow functionality, the templates are ready for electronic sharing and touchscreen platforms to enable greater productivity,” Shetty explains. “Plus, our team of 3E Templates experts can also help firms integrate ever-evolving business workflows into the templates.”

The package offers fully defined software requirements specification (SRS) documents that explain how each template has been designed and built and from where the data originates. Firms can use the SRS documents for training purposes during user acceptance testing and after go-live to shorten the learning curve.

To learn more about how the Wilson Template Accelerator package can help streamline the creation of billing documents, please download the information sheet.

About Wilson Allen

Wilson Allen brings together a team of a highly respected business and technology experts following the completed merger of Wilson Legal Solutions and Stanton Allen. We offer law firms and professional services organizations unprecedented software, strategic consulting, and technical expertise. We break down the silos across software, data, and processes, allowing information to flow freely through each stage of the client life cycle for better business performance — from business development and client acquisition to service delivery and operations as well as billing and collections. We work with organizations worldwide, enabling them to gain greater insight from their data and execute more effectively based on that insight. Learn more at