Library
Download these resources to learn more about how our services
and software can help you enhance business performance.
Data from multiple systems gives attorneys access to insightful information for Allen Matkins
Find out how prominent Californian law firm, Allen Matkins, worked with Wilson Allen to break down data silos between key line-of-business systems to give lead attorneys rapid visibility into their client accounts.
A force multiplier for training at BakerHostetler
Read how BakerHostetler looked to Wilson Allen to provide a team of specialists to take over the weekly onboarding training operations, and to augment ongoing skills training.
BCF Business Law delivers business wins with new client-centric onboarding process
See why BCF chose Wilson CDI team to integrate Intapp with their business development and financial management applications to better synchronize information, and to build more end-to-end process automation across departments.
Intapp integration with Aderant harmonizes client intake procedures at Higgs
See how Higgs LLP drew upon Wilson Allen’s expertise to replace its business intake and conflicts solution with Intapp Open and Conflicts and to improve integration across core line-of-business systems and drive improved business efficiencies.
Choosing Wilson Allen to create enterprise-strength analytics at Davis+Gilbert
Ready why Davis elected to work with legal technology specialists Wilson Allen to create a business analytics platform to guide the firm’s strategic and operational decision-making.
Expert migration services simplify transition to new financial management platform
Learn how Mintz managed their complex migration from Enterprise to 3E with the legal technology expertise of Wilson Allen.
Bilzin Sumberg embraces strategic data management to gain real-time intelligence
Learn how Bilzin took action to maximize ROI related to CRM, competitive intelligence, and knowledge management
Focused data management consolidation creates platform for marketing success at Drewry Maritime
Read how Wilson Allen’s specialist CRM and data management practice to help it prepare for the deployment of a GDPR-ready, client-centric marketing platform that would provide a holistic view of clients and prospects and all of their interactions.
Training program helps lift law firm productivity and embeds positive attitude to future upskilling
Find out why Reinhart Boerner Van Deuren selected a training program offered by Wilson Allen to support it's commitment to professional development; to certify the technical skills of its associates and administrative assistants.
Keeping project outcomes on track during back-to-back legal technology implementations
Hear how we helped manage the complex and interdependent implementations which came about when Munger Tolles decided to replace its self-built process automation software with Intapp’s Conflicts and Intake solution.
Migrating conflicts processes and data with complete accuracy and minimal disruption
Read how McMillan upgraded to the latest version of Intapp Open, and used it for intake, conflicts, and implemented industry best practices across the enterprise with minimal disruption.
Specialist Intapp training and support set up Fisher Phillips for solid return on investment
See how Fisher Phillips have reduced risk, increased technology efficiency, better client service and profitability when reviewing conflicts and opening new clients and matters.
Wilson Allen Training & Adoption
Find out more about the Digital Enablement and Adoption team at Wilson Allen
Workforce Onboarding Integration service for Elite 3E
Streamline and automate the propagation of new person records into Elite 3E
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.
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.
Technology Transition Advisory Services
Evaluate new software and plan for improvement.
Wilson Allen Life Cycle Solutions
See how Wilson Allen helps you through each phase of the client life cycle with specialized solutions and expertise.
Aderant Expert Consulting Services
Expedite the implementation of your firm’s Aderant Expert project with our consulting services.
Wilson Template Accelerator Package for Elite 3E
Save time and reduce the cost when preparing billing documents by customizing prebuilt best-practice templates.
Intapp Services Overview
Professional and technology services to help you implement, customize, and learn how to use Intapp products.
Business Process Improvement Service
Bridge the gap between your existing business processes and current needs to achieve you firm's strategic goals.
Innovation Forum Episode 1
Welcome to our new community forum where our experts will share real-life examples of some of the latest-and-greatest things we’re working on in DATA and DATA SCIENCE. The first session on Client Segmentation on Financials led by Greg Murphy, VP of Innovation is available to watch below
Wrong-Fit Client Segmentation
Watch this video where Liz McLaughlin (Data Scientist at Wilson Allen) describes how to leverage a data lake to combine previously siloed data from disparate systems, and build a holistic definition of (in this example) client health from a broad range of features.
Extend your in-house training capability with specialist resources
Request this webinar with leaders from BakerHostetler and McKenzie Lake to hear how they've worked in a new way with the specialists at Wilson Allen to extend the resources and capabilities of their in-house training teams.
Unlocking the Data Behind Your Marketechture
Request this webinar to hear this fascinating discussion on some of the challenges that firms have when it comes to harnessing the power of their expertise and knowledge and using that data to identify and exploit business development opportunities.
Wilson Allen Overview
Watch our explainer video to see how Wilson Allen can assist your firm throughout every stage of the client life cycle.
CRM Transformation Series, Part 4: The Art & Science of Legal CRM Adoption
In this session, we will delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We will help you translate these insights into practical strategies for driving adoption and achieving success.
Unlocking Data with the Power of BI Tools with Introhive
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.
CRM Transformation Series, Part 3: The Stakeholder’s Role in Streamlining Legal CRM Implementation
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.
CRM Transformation Series, Part 1: Evaluating the Legal CRM Landscape
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.
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.
User Adoption and Rollout Hacks – Innovative Approaches that Really Worked
In this session from ILTA 2021, Janis Richman, Director, Training & Adoption Services, along with her co-presenters, will share the lessons they learned from rolling out new tools and resources during the pandemic and how they just might become the new normal even in a post-pandemic world.
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.
Best Practices for Training and Adoption of Financial and Practice Management Systems
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.
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.
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.
