Success Stories
See how we’ve helped your peers get better performance from
their software and the people who use it.
Bevan Brittan: Launching Wilson Proforma Tracker to Streamline Billing Processes and Increase Invoice Accuracy
Nick Hodgson, finance director at Bevan Brittan describes the firm's decision to launch Wilson Proforma Tracker to streamline billing processes.
Bevan Brittan: Launching Wilson Proforma Tracker to Streamline Billing Processes and Increase Invoice Accuracy
Nick Hodgson, finance director at Bevan Brittan describes the firm's decision to launch Wilson Proforma Tracker to streamline billing processes.
Perkins Coie: Adopting Wilson Proforma Tracker to Accelerate and Automate the Client Billing Life Cycle
Trevor Varnes, CFO of Perkins Coie LLP 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
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
Perkins Coie: Migrating CRM Systems and Data to OnePlace
Data cleanup and migration and CRM rollout and relaunch to entire firm