Library
Download these resources to learn more about how our services
and software can help you enhance business performance.
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.
Before, During, and After: Tales of Digital Billing Transformation
Watch for a demonstration for how finance teams and legal marketers can perform self-service analytics to strengthen client relationships and drive revenue.
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
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 3: Legal Business Analytics-Unlocking Insight with Azure AI and Cognitive Services
Watch for a demonstration for how finance teams and legal marketers can perform self-service analytics to strengthen client relationships and drive revenue.
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 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: 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
Professional services firms need to prepare for increasingly stringent data privacy regulations. In this session we’ll review the current legislations and discuss its potential impact on legal marketing.
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.
Watch Now: 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
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.
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.
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.
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.
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.
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.
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.
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.
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
