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Download these resources to learn more about how our services
and software can help you enhance business performance.
Segmentation for Client Success (Briefing Sept 2020)
Discover an easier way to measure and enhance your business development and marketing activity.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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
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.
Briefing: Preparing for Every Contingency
How should your firm prepare it's IT infrastructure in light of recent events.
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.
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
Connect Client Data to Drive Growth
Manage data more effectively by automating data segmentation and data quality tasks.
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.
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.