Success Stories
See how we’ve helped your peers get better performance from
their software and the people who use it.
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.
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
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