Gain knowledge through in-person and online training to do your job better and more effectively.

Information and insight to help you work better

Wilson Allen offers personalized training sessions either in a classroom setting or online. Led by subject matter experts on a variety of topics, the sessions provide detailed information and insight to help you do your job better and more effectively.

For a list of upcoming educational opportunities and training sessions, please visit Wilson Allen’s Events page.

Sentinel Security Awareness

Capensys Sentinel is a security awareness program, in partnership with MediaPro. The Sentinel program provides a structure to change user behavior and build a risk-aware culture. The framework creates a measurable security awareness program.

Sentinel includes a publishing portal to manage your whole program. You can plan your year-round program, mix and match all the content and publish different materials to different groups in your Learning Management System (or ours). The content includes an extensive library of security awareness, compliance and privacy topics.

The Sentinel program qualifies for CLE (in some states) and LTC4 certification. Use the course builder tool to quickly create your own programs for immediate use. Courses include:

  • Foundational course – the basis of an annual awareness re-certification program.
  • Sustaining courses – additional mini-courses that can reinforce your awareness program throughout the year.
  • Specialized course – such as GDPR, CCPA, HIPAA, and Sexual Harassment

Remote Training with Capensys

Capensys is a leading provider of remote training strategies and tools that ensure your trainers are prepared, your users are ready to learn, and that your remote sessions pop. With years of remote training experience, Capensys trainers are certified, know how to create engaging, scenario-based learning, and can supplement your internal training resources to help you address your changing training needs.

Along with learning and communication tools and services, Capensys has a complete set of checklists so you can be sure you are covering all the bases and are maximizing attention and interactivity. Need some complimentary remote training resources? We have those too.

Visit our Working from Home Hub.

Rollout Training

Capensys is a certified training partner for iManage, Intapp and NetDocuments. Our training team and project managers work with you to provide a range of consulting, training/support, and learning tools that ensure your rollout is highly successful. Count on us for training and floor support, project and change management, marketing, and just-in-time support. Our goal is optimal user adoption and stakeholder satisfaction. We use a workflow-based, blended training approach that targets the right audience with the right learning. Contact us to discuss your rollout and learn how we can make help you maximize user adoption.

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Capensys Productivity Pack

3 tools to support your users with special care and attention

With the Productivity Pack, Capensys offers specialized support tools to make learning personal and relevant:

  • Pathfinder can create personal learning plans targeted specifically to users’ own workflows and individual skill levels. Users appreciate that the learning topics are directly relevant to them, and value the autonomy to select their own leaning path. What could be more appealing, especially to attorneys? We already have generic Pathfinders for many legal applications, so we’ve already done most of the work for you.
  • QuickLearn offers personalized just-in-time support coaching that gives users answers to their “how do I…” questions by either viewing a quick reference guide, watching a video, or receiving step-by-step guidance within the live application.
  • LiA Live is a just-in-time tool that works within your live application. LiA Live guides you through the steps needed to perform a task. You can “get the job done” while learning how to do it.

Find out more about how you can use these tools to provide personal and relevant support to your users and contact us for a demo.


Capensys formalized its long-standing relationship with iManage by becoming an iManage Certified Training Partner in North America and EMEA in August 2017. This partnership offers clients the assurance that training provided by Capensys reflects iManage best practices to ensure optimal user adoption.

Capensys and iManage training strategies are closely aligned in that both companies advocate providing learning and support tools designed to help users work. Capensys facilitates this by offering training tools to allow personalized delivery, along with targeted on-line videos, exciting marketing materials and experienced trainers.

Capensys became certified as a NetDocuments Training and Implementation Partner in January 2017. This certification offers clients an invaluable addition to the Capensys NetDocuments training toolkit, which provides the following learning and delivery tools:

  • Engaging elearning and KnowledgeChecks for completing LTC4 certification
  • The Pathfinder tool to streamline learning
  • Quick references and animated demos
  • “What you are going to love” marketing animations
  • Evaluations in the live system
  • Certified instructor-led training, support and webinars.

Earn CPE credits with Wilson Allen

Our online training sessions provide tremendous learning opportunities and value. Rather than engage a consultant directly for training, you can participate in group Internet-based training for a fraction of the cost while earning CPE


Wilson Allen is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website.

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Let’s Get Started

Learn how our team can help you streamline processes, gain a competitive advantage, and stay focused on the bottom line.

CALL NOW 484-422-0010

Let’s Get Started

Learn how our team can help you streamline processes, gain a competitive advantage, and stay focused on the bottom line.

CALL NOW 484-422-0010

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