Library
Download these resources to learn more about how our services
and software can help you enhance business performance.
Navigating the CRM Landscape: 6 Key Questions to Position Legal Marketers for Success
How do you navigate through the decision process to derive the most value from CRM? Answer these six questions.
Power BI Dashboard Templates for Elite, Aderant, and Other Data Sources
This webinar will review role-based Power BI templates developed for Elite, Aderant, and other data sources and discuss best practices for report design for personalization and distribution.
Growth Factors: Feb 2020 Briefing – COO Your Future
See how your firm can apply information and technology to make better business decisions and keep pace with today's business challenges.
Is Your Firm Ready for CCPA and its Domino Effect? 10 Things Your Firm Needs to Know
CCPA went into effect on January 1, 2020. Read this paper to learn how can your firm comply with this act and prepare for increasingly stringent data privacy regulations.
Legal CRM: Practical tips to align the firm with client needs to drive growth (Part 2)
Look at the key people, roles, responsibilities, and relationships needed to properly align the business to gain new clients, grow existing client relationships, and build a better brand.
Bevan Brittan LLP Launches Wilson Proforma Tracker
Learn more about how Bevan Brittan is using Wilson Proforma Tracker to streamline its billing processes and increase invoice accuracy.
Process Premises: Legal IT Landscapes 2020
Read Norm Mullock's take on the findings in the Briefings' Legal IT landscapes 2020 report including how the results match up with our experiences in the marketplace.
Six Critical CRM Trends: Keeping Pace with the Changing Business Landscape
Explore six critical trends that summarize the exciting changes taking place in the CRM market, so you can be better informed and prepared.
Systems and Infrastructure Services
Work with proven experts to help set up, manage, and run all aspects of your firm's IT infrastructure and solution landscape.
Perkins Coie: Adopting Wilson Proforma Tracker to Accelerate and Automate the Client Billing Life Cycle
Trevor Varnes, CFO of Perkins Coie speaks about a broader strategic vision for finance and how Wilson Proforma Tracker can contribute to client service and firm success.
Mastering the Art of Change Management: Three Key Elements for “Change-Resistant” Law Firms
The best change management plans hinge on communication, training, and user adoption enforcement.
Womble Bond Dickinson: CRM Relaunch and Data Automation
Leveraging technology to better identify and respond to client needs
Perkins Coie: Migrating CRM Systems and Data to OnePlace
Data cleanup and migration and CRM rollout and relaunch to entire firm
Bilzin Sumberg: End-to-End Solutions for Real-Time intelligence
Learn how Bilzin took action to maximize ROI related to CRM, competitive intelligence, and knowledge management
Drewry Maritime: Sourcing, Standardizing, and Consolidating Legacy Data Sources to a Single, Centralized Platform
Integration of legacy systems to create a data-driven marketing and client management solution
Wedlake Bell: Extracting Business Value by Selecting and Implementing CRM and Bringing Together CRM and PMS Data
CRM selection, roll-out, and training to entire firm
Trowers and Hamlins: Deploying CRM to Achieve a Firm-Wide Information Management Strategy
Integration of multiple departmental systems to harness business intelligence to connect the dots across the firm
Bird & Bird LLP: Choosing OnePlace to Support the Firm’s Business Goals
Defining requirements, selecting, and implementing a new CRM system
Risk Strategy: Seeing the Forest and the Trees
Embedding enterprise risk management protocols into your firm’s business processes is the only way to minimize exposure.
Forming A Firm-Wide Information Strategy
Read a feature article about the newly merged Wilson Legal and Stanton Allen team. Download the full Briefing issue here: https://bit.ly/2xU8FLc
Technology Transition Advisory Services
Evaluate new software and plan for improvement.
Four Essential Elements For Lasting Transformation
How do you cultivate a transformation vision and ensure it lasts? These four essential elements can help law firms succeed.
Mintz: Simplifying the Transition to 3E with Wilson Consulting Services and Intapp Integrate
How careful planning, choosing the right team, and a solid data strategy add value to operations and lower implementation and maintenance costs.
Standing Strong in a World of Technology Sea Change
Read our article in the spring 2019 issue of Peer to Peer magazine to see how your firm can maintain its footing amidst technology upheaval.
The client quid pro quo: To derive value from clients, make sure you’re first delivering it
Top performing law firms need to get better at meeting client expectations of value. Here's why.
Upholding Gender Diversity in Principle and Practice
Tara Seewald and Anne Reavis at Womble Bond Dickinson (US) LLP share their perspectives as women in the business of law for this issue of Modern Law magazine.
Wilson Allen Life Cycle Solutions
See how Wilson Allen helps you through each phase of the client life cycle with specialized solutions and expertise.
McMillan: Migrating conflicts processes and data from Elite 3E to Intapp Open
Establishing compliant, efficient, and accurate intake and conflicts processes with minimal disruption and cost.
Wilson Proforma Tracker
Collaborate on proformas using an integrated and intuitive workflow.
Aderant Expert Consulting Services
Expedite the implementation of your firm’s Aderant Expert project with our consulting services.
Get A Fresh Perspective on CRM
CRM for professional services firms is at a crossroads. See how a fresh perspective can help your firm achieve a better ROI on its CRM investments.
The Key to a Successful New Tech Roll-Out? ‘Be Pragmatic’
POSTED ON APR 20 2018 Page printed from: https://www.law.com/legaltechnews/2018/04/20/the-key-to-a-successful-new-tech-roll-out-be-pragmatic/ Lindsay Barthram, Wilson Allen’ new director of consulting services [...]
Price and Easy: Legal Practice Management June 2017
Article in LPM magazine featuring Bo Yancey. Download the full copy here: http://bit.ly/2tFLp07.
CRM Practice Overview
Maximize the return on CRM investments with a complete range of CRM solutions from Wilson Allen
Jump-Start the Creation of Billing Documents for Elite 3E
Download US Version (pdf) Download EMEA Version (pdf) Wilson Template Accelerator package for Elite 3E
3E Templates Professional Services
Generate fast, readable, and professional-looking documents.
Intapp Services Overview
Professional and technology services to help you implement, customize, and learn how to use Intapp products.
Intapp Assessment Service
Identify and plan for potential areas of improvement to get the greatest return on your Intapp investment
Automate New Hire Provisioning
Explore innovative workflow and data integration software and implementation services to simplify provisioning.
Partnership Opportunities with Wilson Allen
Explore flexible models for partnering with Wilson Allen to create mutual value and shared opportunities for growth.
Improving Performance, Streamlining Workflows, and More
Q&A with Michael Warren on how firms can get ahead in 2019
LawDrill Inquiry & Analytics
See how LawDrill can provide self-service access and insight into Aderant Expert data to inform the decision-making process.
Using Data To Price And Design Legal Services
Norm Mullock explains what data is necessary to properly price and design legal services and boost client satisfaction.
Wilson Conflicts Report Package
Generate and share conflicts reports faster, more easily, and with greater control of output.
Hogan Lovells: Gaining enterprise-wide visibility from disparate data
Hogan Lovells gains enterprise-wide visibility from disparate data
Business Process Improvement Service
Bridge the gap between your existing business processes and current needs to achieve you firm's strategic goals.
Davis & Gilbert: Choosing Wilson Ideate software to support strategic decisions
Choosing Wilson Ideate software to support strategic decisions
