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.
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
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
Bird & Bird LLP: Choosing OnePlace to Support the Firm’s Business Goals
Defining requirements, selecting, and implementing a new CRM system
Mintz: Simplifying the Transition to 3E with Wilson Consulting Services and Intapp Integrate
See how careful planning, choosing the right team, and a solid data strategy add value to operations and lower costs.
Mills & Reeve: Choosing Wilson Proforma Tracker to Enhance Billing Workflow
Enhancing billing workflow, collaboration, and efficiency
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.