Library
Download these resources to learn more about how our services
and software can help you enhance business performance.
Connecting to Innovate (Briefing – April 2021)
Forward movement is imperative to keep pace with client needs and outperform the competition. Innovation fuels movement. Read this article for insight into how your firm can innovate to remain competitive in today’s hyper-competitive environment.
Seyfarth Shaw: Automating and Visualizing Each Stage of the Billing Workflow
See why Seyfarth Shaw selected Wilson Proforma Tracker and how it has helped the firm’s billers and attorneys get invoices out quickly and efficiently.
Munger Tolles: Implementing Intapp Intake and Conflicts in a 3E Environment
See how Wilson’s expertise with Intapp and Elite helped streamline two high-profile projects at the firm.
Workforce Onboarding Integration service for Elite 3E
Streamline and automate the propagation of new person records into Elite 3E
Mintz: Transforming from Paper to Paperless Digital Billing with Wilson Proforma Tracker
Read why Mintz selected Wilson Proforma Tracker to digitize its proforma processes and how the firm is benefiting from the software.
The Data Science of Relationships (Briefing – Feb 2021)
Explore how your firm can look at data from different touch points to measure the impacts of client engagement. By doing so, you can identify weak links in the chain and make improvements.
The Art of Marketing: Bringing Together CRM Strategies and Tactics for Better Business Outcomes
How can firms use CRM tools and data to set goals and achieve them more effectively? Michael Warren suggests that efforts and decisions need to be based on data derived from key points throughout the client engagement life cycle
Wilson Allen Overview
Watch our explainer video to see how Wilson Allen can assist your firm throughout every stage of the client life cycle.
CMS: Digitally Transforming Billing Processes with Wilson Proforma Tracker
Learn how CMS accelerated its transition to digital billing processes with Wilson Proforma Tracker software.
Three Growing Trends Legal Marketers Need to Prepare for in 2021
Now that firms are beginning to scale back their pandemic-related austerity measures, some emerging trends in legal marketing are beginning to reveal themselves. Jason Kennedy explains what they are and how you can prepare.
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.
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.
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? [...]
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.
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.
