Consulting Services

There are both revenue and profitability enhancement opportunities attributable to master data initiatives. One of the obvious benefits is the reduction in system inefficiency requiring redundant effort and follow on clean up. Resources are freed to pursue higher-value activities, such client solution development, marketing campaign design and execution, and pitch development. Resources can be shifted from data quality maintenance activities to client development. The efficacy of marketing activities can be more easily and quickly measured. With greater connectivity to firm performance measurement, business development’s contribution becomes more measurable. Cross-selling should be more effective as buyer patterns are more easily understood and developed.

Increasingly firms are having to raise the bar in how they protect the interests, rights, and their clients’ data security. While many might see the strengthening of data protection legislation around the world (CASL in Canada, GDPR in the EU, California's 2019 data privacy act) as a negative thing that merely creates more work, it has been the case that the implementation of previous data protection laws has actually driven firms to make more use of CRM technology as the only reliable way to ensure compliance.

There is an increasing need among law firms for business systems that run efficiently and securely. Wilson Allen’s systems and infrastructure services team helps meet this need through the delivery of services related to the following:

System Services

Application-Specific

• ELITE 3E and Enterprise
• Intapp, Aderant, and more

Database

• Microsoft SQL Server

Enterprise-Wide

• Cloud and Hybrid Computing
• Security and Mobility
• Business Continuity and Disaster Recovery
• Data Migration

Information Security

• Comprehensive Review and Remediation
• Best Practices and Process Improvement

Key Differentiators

• Deep technical expertise with system and enterprise solution design, and database design and administration
• Experienced advisor around business continuity and disaster recovery development, training, and support
• Cross-industry perspective in the legal, finance, and high-tech industries that bridges infrastructure, development, and user experience
• Trusted services partner that meets the needs of law firms worldwide
• Proven ability to architect robust enterprise solutions based on business needs, with exceptional attention to detail
• Certified services partner with Thomson Reuters Elite and Intapp to enable best-practice insight

Law firm administrators face never-ending demands for information based on data stored in the firms' practice management system and disparate software solutions. Pulling this information together, formatting it, and sharing the information is often time-consuming and laborious when done manually. Thomson Reuters Elite streamlines this effort with its 3E Templates solution. 3E Templates takes data from your Elite 3E or Enterprise system, transforms it into a variety of formats, and enables quick and efficient distribution.

Wilson Allen can help reduce your time to value when adopting 3E Templates. Our team of professional and technical consultants shortens the implementation time line by applying our certified expertise and time-proven and firm-tested methodology.

Key Differentiators

• Certified as a services partner with Thomson Reuters Elite
• 70+ 3E Templates clients
• 25+ full 3E Templates implementations
• Six FTE employees in North America and one in the UK
• 10,000+ total 3E Templates hours
• 25+ total years’ experience with 3E Templates
• 85+ total years’ experience with Elite software

If your firm implemented its financial system several years ago, chances are good that your technology needs have changed since then. Perhaps you have experienced significant growth or acquired new practice groups. Or maybe you are struggling to comply with increasingly demanding clients. As your firm has grown or changed, have your business processes kept up with the changes?

Wilson Allen has a team of consultants who are experts in the business of law. With many years of experience helping law firms improve their operational efficiency, we can analyze your current business processes. Based on our findings, we can then design and recommend specific process changes that directly support your firm’s strategic goals and evoke best practices that are currently supported in the legal community.

Through our proven methodology, we will work with your firm to identify specific needs and areas for improvement, both process-based and functionality-based. We not only focus on the people who directly interact with the financial system, but we also meet with lawyers, secretaries, and other key staff members who are indirectly involved with the system or its information.

Key Differentiators

• Better recognition and understanding of current process inefficiencies, redundant tasks, and manual processes
• More opportunities for increased operational efficiency through process changes that support your firm’s business goals
• Increased awareness of unused functionality in your financial system – either in your installed release or in the latest release if you were to upgrade
• Clearer identification of manual tasks that could be automated
• Improved delivery of the right information at the right time to your lawyers
• Enhanced ability to service clients and meet client demands
• Faster production of bills, processing of cash receipts, and collection of receivables
• More efficient month-end closing and balancing process

Many firms have seen business development, marketing, and CRM technology as precisely that – the acquisition of technology. However, unlike many other types of systems there is often no compulsion to use or consequences for not using these systems. Furthermore, users are often very different in the way that they interact with these systems and their expectations of how they can support them. Our team is able to help firms map out a plan to re-engage their users through a proven methodology that includes defining a clear set of measurable objectives and detailed plans of how to achieve them.

Services include:

• Consultancy on the current state
• Interviews with stakeholders
• Definition/ clarification of the firm's objectives
• Detailed plans to deliver on the objectives