Library
Download these resources to learn more about how our services
and software can help you enhance business performance.
SEA, Ltd.: Successfully Migrating to a 100% Digital Proforma Process [VIDEO]
Watch our interview with Misty Marcum, CFO, and Leslie Butler, manager of business systems & evidence, at SEA, Ltd., who explain how the firm improved the efficiency of its billing processes with Wilson Proforma Tracker.
Working with a Certified 3E Services Partner: Interview with SEA, Ltd [VIDEO]
Watch our interview with Misty Marcum, CFO, and Leslie Butler, manager of business systems & evidence, at SEA, Ltd., who shared their experiences working with our professional and technical consulting services team, which provides services to support the firm’s use of the Elite 3E practice management solution by Thomson Reuters.
Mills & Reeve: Choosing Wilson Proforma Tracker
Hear from John Tickle, finance operations manager at Mills & Reeve, about the firm's decision and use of Wilson Proforma Tracker to enhance its billing workflow, collaboration, and efficiency.
Working with a Certified 3E Services Partner: Q&A with SEA, Ltd
Wilson Allen spoke with Misty Marcum, CFO, and Leslie Butler, manager of business systems & evidence, at SEA, Ltd., who shared their experiences working with our professional and technical consulting services team, which provides services to support the firm’s use of the Elite 3E practice management solution by Thomson Reuters.
Wiggin and Dana LLP: Navigating the Best Path to New Practice Management Software
When Wiggin and Dana LLP began its search to identify a new PMS, it turned to Wilson Allen’s technology transition advisory services. Learn about the experience in this customer testimonial.
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.
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.
SEA, Ltd.: Successfully Migrating to a 100% Digital Proforma Process
See how SEA, Ltd. improved the efficiency of its billing processes with Wilson Proforma Tracker.
McCarter & English: Ramping Up the Rollout of Wilson Proforma Tracker
See how McCarter & English achieved a two-week digital billing transformation with Wilson Proforma Tracker software.
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.
CRM Transformation Series, Part 2: Building Your Legal CRM Business Case
During this webinar, you will learn how to articulate a persuasive business case for investing in CRM; identify and document technology gaps that link directly to business impacts; and quantify the actual cost of lost opportunities attributable to legacy CRM systems.
Security Threats with Work-from-Home: Protect Your Firm on the Inside and Outside
View this engaging, interactive panel discussion that will include case studies, actionable recommendations, and best practices for our current situation for law firms and legal departments.
Boost Productivity by Connecting Users with Personalized Training
During this webinar, we will discuss how Capensys (from Wilson Allen) training delivery tools can make learning more personal and relevant.
Successful Remote Training
This webinar will provide strategies and tips for keeping your learners engaged and interested. We will demonstrate some easy-to-do techniques to make remote training effective and engaging, and discuss how to leverage the tools within your current training platform. We will also demo a state-of-the art remote training platform that can transform your sessions and bring you "face to face" with your students.
How Can I Easily Build and Maintain an Engaging Security Awareness Program
Are you wondering how to get the most out of your next financial/practice management rollout? How can you derive value from technology investments and ensure swift and complete user adoption? Watch and find out why making training and user adoption a key component of success rather than an afterthought, your firm will be better positioned to speed its return on investment.
Best Practices for Training and Adoption of Financial and Practice Management Systems
In this series, we focused on how to navigate the CRM technology available, how to generate the insights that firms need to succeed, how to align your CRM with your existing processes, and how to harness the knowledge and connections that your individuals have and share how to institutionalise those connections to support the firm’s marketing and business development goals.
PSMG CRM Webinar Series – now available on-demand
In this series, we focused on how to navigate the CRM technology available, how to generate the insights that firms need to succeed, how to align your CRM with your existing processes, and how to harness the knowledge and connections that your individuals have and share how to institutionalise those connections to support the firm’s marketing and business development goals.
Before, During, and After: Tales of Digital Billing Transformation
Wilson Allen hosted a digital billing transformation panel session, with representatives from three client firms. Our panelists provided insight into critical aspects of many phases of the paper-to-paperless proforma transformation.
CRM Scoping Services
With the CRM Scoping services, our team of CRM experts will review where your firm is on its CRM journey, capture where it wants to go, and guide you on how to get there.
Take a Phased Approach to CRM Transformation
For firms ready to take the next step toward CRM transformation, Wilson Allen not only explains what’s possible, but can help you get there.
McMillan LLP: Using CRM to Enhance Business Development
See how McMillan rejuvenated their CRM and enhanced their business development strategy.
Segmentation for Client Success (Briefing Sept 2020)
Discover an easier way to measure and enhance your business development and marketing activity.
Risk Management: Processing the Case for Change (Briefing Nov 2020)
Despite the compelling reasons that motivate firms to move to a centralized model, many firms struggle with staffing decisions or buy-in to support change.
Survey Results: Billing Life Cycle & Operations
Results of a client survey we conducted in April 2020, asking our user group community to provide feedback on how firms are managing the new realities of remote working.
Analytics Webinar Series 1: Practical Uses of AI to Mine Firm Data for Finance and Legal Marketing
Watch for a demonstration for how finance teams and legal marketers can perform self-service analytics to strengthen client relationships and drive revenue.
Analytics Webinar Series 2: Pandemic-Specific Revenue Projections: New Models for Greater Accuracy
In this webinar, we will demonstrate how prior benchmarks—such as the performance around collections – can be used to make more accurate assessments of business projections for 2020 and beyond.
Analytics Webinar Series 3: Legal Business Analytics-Unlocking Insight with Azure AI and Cognitive Services
In this session, Greg Murphy will offer a more detailed look at AI and machine learning models that firms can use to make better business decisions.
Briefing Magazine: Renormalize Risk During Downtime
As the world faces today's events together, and looks forward to recovery, we must build resilience to deal with uncertainty and risk. Here’s how.
Legal CRM: Practical tips for aligning with client needs to drive growth (Part 1)
Watch part 1 of this 4 part webinar series to see how firms can meet the objectives of all key stakeholders by making small but important changes in how the firm uses CRM.
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.
Legal CRM: Practical changes that have a big impact on business performance (Part 3)
In part three, we’ll explore best practices for transformation. We’ll examine the metrics and discuss how to gain new clients, grow existing client relationships, and build a better brand.
Legal CRM: Bringing your technology stack together to improve business performance (Part 4)
In this webinar, we’ll explore how your business development and marketing tech stack supports your firm's growth strategies.
Wilson Template Accelerator Package for Elite 3E
If your firm is thinking of moving to Design Gallery (3E Templates), Elite 3E, or is currently using Enterprise, please download our on-demand webinar, where we take a look at the Wilson Template Accelerator package for Elite 3E.
Briefing Magazine: Digital billing comes of age
Never has the need for digital billing become so apparent. Here are five reasons why your firm should prioritize the move to paperless billing.
Legal IT Insider Panel: Billing post-COVID-19 and the roadmap to becoming paperless
Caroline Hill at Legal IT Insider discusses paperless billing with Shishir Shetty and Nick Hodgson (Bevan Brittan) to review the challenges law firms are facing.
Wilson Proforma Tracker: Digitize and Accelerate the Client Billing Life Cycle
Those who are still transitioning are feeling the full impact, and now’s the time to prioritize digital billing. Explore the benefits of digitizing your billing processes, with this webinar
Briefing Supplement: Time to transition to digital billing – top five reasons
Never has the need for digital billing become so apparent. Here are five reasons why your firm should prioritize the move to paperless billing.
Discussing the Past, Present, and Future of Wilson Proforma Tracker with Shishir Shetty
Get answers to questions about Wilson Proforma Tracker in this interview with Shishir Shetty and see highlights of its 2020 road map
The Domino Effect: Proven Strategies for Achieving Global Data Privacy Compliance
In this session we’ll review the current legislations and discuss its potential impact on legal marketing. We’ll share insights that your firm can implement to mitigate risk.
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.
Briefing: Preparing for Every Contingency
How should your firm prepare it's IT infrastructure in light of recent events.
PM Forum: Conquering the CRM adoption imperative
In this webinar, we’ll discuss how firms can bridge the gap between the recognition that investing in marketing and business development technology is important to taking action to strengthen the position of your firm.
The Future is Client-Centric: How Leading Firms Are Harnessing Client Feedback, CRM, and BI As Competitive Differentiators
Client-centricity is a critical topic for modern professional services firms, especially now. How can your firm improve and maintain its competitive position given today’s business context?
Connect Client Data to Drive Growth
Manage data more effectively by automating data segmentation and data quality tasks.
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.
Redefining the CRM Agenda: Innovating How Law Firms Use Technology for Better Business Performance
See how firms are succeeding in their quest to use CRM technology to keep pace with changing market dynamics.