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Technology Adoption2023-03-17T21:28:21+00:00

Technology Adoption

Achieve even greater returns from your technology investment through Technology Adoption

Boost Productivity, Increase Efficiency, Enhance Client Service

With an approach specifically designed to address user workflows, learning preferences, and firm culture, Wilson Allen delivers technology adoption services that maximize productivity and ensure ROI.

Our workflow-based approach addresses key business needs including rollouts, upskilling, new hire training, security awareness and compliance, and industry-standard LTC4 certification.

Our blended learning delivers knowledge in a variety of flexible formats — including online learning, instructor-led training, and just-in-time training tools. Wilson Allen focuses on enabling firms to achieve results that are measurable, scalable and repeatable.

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Our Approach — Maximizing Skills to Drive Profitability

Today, firms increasingly look to technology as a way to boost profitability. But truly capitalizing on those investments depends on professionals and staff having the skills to use the tools at their disposal effectively. Our Technology Adoption team uses a unique goal-based approach to achieve the firm’s objectives while meeting the specific learning needs of professionals and staff.

To ensure user adoption and proficiency, we use a proven change management model (Prosci ADKAR) — and all of our strategies and tools are directly mapped to this model.

A Complete Range of Customizable Adoption Resources and Support

Our comprehensive technology adoption approach includes: change management consulting, internal marketing and communication, online learning, instructor-led training and support, innovative training delivery and performance support tools, Learning Management System, skills evaluations and LTC4 Certification.

We also provide a comprehensive security awareness and compliance program.

We use a blended learning approach that is workflow-based, relevant, and allows firms to tie training to business and user goals and ensure optimal user adoption. And we offer engagements under a scoped project or managed services model.

Click here to view our courseware library.

Software Applications2022-03-01T10:50:36+00:00

We offer scenario-based application training that increases the skill and productivity of your users.

Our training supports:

  • Elite 3E
  • Aderant
  • iManage
  • NetDocuments
  • Billstream (Formerly Wilson Proforma Tracker)
  • Intapp Time (Intapp OnePlace)
  • Intapp Intake and Conflicts
  • Microsoft Office
    • And most other critical legal applications (see our complete course list)
Security and Compliance2021-06-23T03:17:25+00:00

Sentinel Security Awareness

To foster a more risk-aware culture at your firm, we provide a comprehensive training program including videos, posters, quizzes, and interactive online learning to minimize risk to your firm.

Our content provides an extensive range of security, data privacy HIPAA, GDPR, CCPA and professional compliance topics. CLE and LTC4 certification is available.

Phishing Program

Our industry-leading phishing program offers tools to sensitize users to the risks of social engineering, phishing and ransomware attacks.

Professional Conduct

We offer materials and training programs that enable firms to meet specific professional training and certification responsibilities including sexual harassment, hostile workplace and other professional standards.

Managed Training Services2022-07-28T13:10:46+00:00

Onboarding and ongoing training

Getting new team members up to speed on your firm’s specific tools and providing ongoing training can be a drain on training resources and not best use of their time.

We provide a scalable new hire and ongoing training program aligned to key roles and responsibilities.  This is designed to free-up your trainers so they can address more practice-specific and high-level training.


To help firms achieve their training and adoption objectives, we’ve developed an extensive range of materials, available in several formats, including:

  • Online Courseware — providing a mixture of demonstrations, interactions and exercises to check user skills
  • Training Scripts and User Guides — covering rollouts, up-skilling and on-boarding.
  • Change Management Strategies and Tools — offering communication and marketing materials to support change management and adoption of new programs.
  • Measurement Tools — an ROI measurement dashboard and data analytics to report training effectiveness


For firms working globally, we offer several resources in multiple languages, and will work with clients to meet their specific internationalization requirements.

Technology & Tools2022-07-28T13:02:25+00:00

To help firms effectively deliver training, check knowledge, evaluate skills and adjust learning plans and approaches at an individual level, we offer sophisticated software tools including:

Learnwise LMS — Our learning management system provides easy to use, self-service delivery of training courses and materials. For firms with an existing LMS, our library of SCORM compliant courseware will integrate seamlessly.

Enhanced Training Delivery Tools:

Wilson Allen’s  Productivity Pack from Wilson Allen, you can offer personalized learning and just-in-time support:

  • Pathfinder — Supporting goal-based training, this software enables creation of personal learning plans targeted specifically to users’ individual workflows priorities, skill levels, and learning objectives. [Watch Our Video]
  • Quicklearn — offers personalized just-in-time support coaching in response to user “How do I?” questions. Delivers responses including: reference guides, videos, and step-by-step guidance live within applications. [Watch Our Video]
Training Sessions2021-06-23T03:23:29+00:00

To assist firms with the constant introduction of new applications, our expert trainers and change management consultants are available to assist firms in several ways, including:

  • Instructor-led delivery (on-site or remote)
  • Instructor-led remote support post rollouts
  • “Train the Trainer” support for in-house firm resources
  • Training of local “champions” to support their own users

LTC4 Certification enables firms to demonstrate their commitment to achieving industry-standard technology competence — which is a crucial competitive advantage in business development. Clients want to know they are working with an efficient legal partner.

We provide a turnkey “Skill-Up!” program to address competency training for lawyers and staff, mapped to LTC4 core competency learning plans.

CLE & CPE2021-08-16T16:16:29+00:00

Several of our programs and courses are eligible for CPE credit.

We offer participant CLE certification as part of our Sentinel Security Awareness program and Data privacy/regulatory compliance learning programs.

Credit is contingent on local jurisdictional requirements.

Managed Training Service2021-07-13T00:03:48+00:00

Our managed training model provides firms with dedicated, predictable, on-demand training resources and consultants.

We deliver targeted training sessions based on specific firm requirements.

Firms often adopt this model when facing the continual flow of new users and/or the rapid pace of application rollouts/upgrades. Delegation enables internal training resources to focus on more value-added initiatives.

Components of a managed services engagement may include:

  • Creation of training materials specific to different audiences.
  • New Hire Training
  • On-demand legal trainers
  • Day to Day training program review and design for in-house team execution
  • Customer or ongoing creation of user-, practice- or organization-specific training materials or programs
Change Management2021-06-23T03:26:11+00:00

For organizations looking to address the challenges of technology adoption including the human elements of change and organizational readiness — we offer change management consulting services that draw on expertise from several Wilson Allen practices teams. We are certified in the Prosci ADKAR change management methodology.

Elements of change management programs and consulting may include:

  • Pre-launch focus groups and general review of internal perceptions, needs, attitudes and priorities
  • Risk assessments and organizational readiness
  • User acceptance testing of live or pre-live/demo systems
  • Recommendations on rollout strategy including messaging, speed, scope, use cases and other parameters
  • Tools and strategies for marketing and communication, skill-building, knowledge checking, and reinforcement
  • Ongoing evaluation, review and adjustment
Strategic Consulting2021-07-13T00:09:05+00:00

For firms taking a strategic view of investing in training as a way to accelerate the productivity, retention and success of lawyers and support staff, we offer strategic consulting services.

These include evaluation of departmental practices and efficiency.

Consulting engagements often involve review of internal goals, analysis of existing practices, benchmarking against industry performance and best practices standards, and recommendations.

Based on specific engagement requirements, recommendations may address areas including:

  • Policy and Process
  • Training and Support
  • Staffing and Organization
  • Measurement and Benchmarking
  • Analytics and Analysis

Engagements can also provide metrics and reporting on outcomes of existing training / adoption exercises in order to demonstrate ROI to management audiences.

Customer Success Stories

Wilson Allen’s team of Technology Adoption specialists has been serving law firms since 2010. In that time we’re proud to have developed a strong track record of success working with firms of all sizes across multiple geographies, including:

When BakerHostetler moved their 1,800 users from iManage to NetDocuments, one of the firm’s priorities was meeting their security audit needs.

The firm also wanted to increase usage of their document management system over shared drives and take advantange of NetDocuments’s flexibility for workspace structure and mobility.

The firm used a blended approach to address the specific needs of their audiences – scenario-based e-learning followed by scenario-based classroom training, and the result was well received and effective.

“The team used Wilson Allen because of their broad experience, high caliber, flexible training and support resources, and the quality and scope of their eLearning. At BakerHostetler, we are eager to try a new approach and we needed a partner who can support and supplement those ideas!” — Sharon Jesse, Training Manager

The firm supplemented onsite support with a remote NetDocuments Support Hotline. Using the Wilson Allen Efficiency Dashboard the firm has identified that the Help Desk is now receiving more technical issues than “how to” questions. According to Jesse, “People seem to ‘know how’ better!”

Jesse noted that “Providing early training for the Active Advocates was a win. It provided us with a list of questions to consider before finalizing the outline and the support team FAQ document.” As an incentive, the firm also provided the evaluations that allowed people to qualify for LTC4 Certification in the Managing Documents and Email learning plan.

The firm continues to use the Wilson Allen courseware to offer e-learning for new hires as well as LTC4 certification.

Legal secretaries across several offices were recognized by the firm’s COO and Chairman for completing their LTC4 certification in Legal Documents and sevearl other program modules.

A coveted progressional credential, LTC4 certification enables the firm firms to demonstrate its ability to handle work in the most cost effective and efficient way possible. Beyond efficiency gains, this offers an effective competitive message in RFP scenarios.

Butler Snow has adopted six LTC4 modules, working with Wilson Allen to provide all the relevant courseware needed to meet the evaluation requirements for these plans. These include:

  • Legal Documents (Word)
  • Managing Documents and E-mails (iManage)
  • Collaborating with Others: E-Mailing and Sharing Documents (iManage, Word, Outlook, ShareFile, Scrub, and Nuance)
  • Data, Reports and Exhibits (Excel)
  • Presentations (PowerPoint)
  • Working with Clients (InterAction)

“All of our efforts to improve skills help us to provide even more value to our clients” – Downs Rachlin IT Director

Downs Rachlin was aware that attorney technology skills had become a hot topic with their clients and throughout the legal community. The firm recognized the need to show the its commitment to innovation through the use of technology.

With the support of the Managing Partner and Practice Group representatives, the firm introduced its “Step it up” program and engaged Wilson Allen to provide training tools which would allow the its staff and lawyers to access the training, tutorials and KnowledgeChecks which would lead them to the required skill levels.

The firm decided to introduce 2 levels of competence – Level 1 being competencies which were common to all users and Level 2 those which were aligned to jobs and roles. Using monthly incentives the firm saw a very high level of participation – 100% of staff and paralegal and 80% of associates have now completed Level 1. The firm also uses the program for new hire training ensuring that all new staff are well prepared before they join. Future plans include the introduction of Wilson Allen’s Learning in Action tool (“LiA”). This measures multiple methods of accomplishing tasks in the firm’s own live applications and also working towards LTC4 Certification.

Fladgate introduced LTC4 up-skilling and certification using the Wilson Allen courseware and skills evaluation tool. They wanted a workflow-based learning program that focused on the day-to-day work of lawyers and staff.  They also needed a long-term solution to ensure that they could build on initial successes.

They appreciated that LTC4 required skills could be taught, and proficiency measured, via Wilson Allen courseware and evaluations tools. The Wilson Goal-Based Approach ties training to business and user goals and delivers training modules that are process-driven rather than application driven.  This approach was perceived as very flexible solution, allowing lawyers to learn when and where they wanted to do so, rather than via fixed classroom sessions.

Michael Wells, the senior trainer at Fladgate estimates that over 90% of the firm are now certified in Working with Legal Documents.

Fladgate reports strong results, including:

  • More interest from users in IT training and the benefits of learning to streamline their workflows
  • More interest in self-learning — using e-learning content as just-in-time learning rather than ringing the helpdesk
  • Lawyers have become more self-sufficient when creating documents, causing a reduction in basic revision requests — this allows secretaries and others to focus on major document production
  • A measurable difference in improved efficiency in document creation and editing and the substantial reduction in “how do I?” Help Desk calls

“Contrary to expectation, tutorials and assessments are undertaken at all times of the day and night. People are really using the flexibility to train when it suits them.” — Michael Wells, Senior Trainer

Tanya Vawter, Training Manager at Gordon Rees Scully Mansukhani, LLP, along with her training team of 3 people, have created a continuous performance improvement initiative that provides top-notch online training to attorneys and staff in their 35 plus offices spread across the US. They also provide that same level of training to the 4 -10 new hires that arrived each week. They are members of LTC4 and are using the Wilson Allen LMS and LTC4-aligned courseware. The LTC4 certification program has been launched to all offices with the intention of fostering ongoing up-skilling.

“The response has been very positive. Our users like the immediacy of the CBT courses. They also like that they are earning certification which is attached to the individual rather than the firm. We’ve had around 300 LTC4 certifications earned over the past year. We’d like this to be higher next year, so we are always looking into new ways to motivate employees.” – Tanya Vawter

Here are the stats showing their considerable achievements:

  • 59 LTC4 Legal Professional Certifications have been earned by Attorneys.
  • 229 LTC4 Legal Support Specialist Certifications have been earned by Staff Members.
  • 1557 Ongoing Monthly Learning Plans have been completed by Attorneys and Staff Members over the past year
  • 32,482 Computer Based Training (CBT) courses were completed on the Wilson Allen LMS within the past 12 months.

McKenzie Lake Lawyers was the first Law Firm in Canada to have their training program recognized with LTC4 Certification.

The Firm has always been committed to continuing education for its members says Laurie Hause, CIO, but the depth and breadth of continuous learning and up-skilling opportunities were limited without a full featured Learning Management System.

By launching a learning mangaement program featuring LTC4 e-learning plans, the firm enables all lawyers and staff can develop the core technology skills and certification needed to execute matters dependably, efficiently and professionally for their clients.

“We are always looking for ways to create an advantage for our clients, to better serve our clients – it’s in our nature.” — John McNair, Managing Partner.

As part of the firm’s ongoing commitment to professional development, Reinhart embarked on a training program to certify the technical skills of its associates and administrative assistants. The goal of the program was for people to gain a better understanding of overall workflow processes and to be more productive in the use of several software solutions including iManage, Microsoft Office, and associated legal applications.

To meet this need, Reinhart selected the turnkey SkillUp! certification program from Wilson Allen. It maps on-demand content and evaluation tools to the LTC4 core competency learning plans, enabling attorneys and staff to become LTC4 certified.

Said Mary Fredrich, IT Training Coordinator: “[Wilson Allen] was very engaging and took the time to learn about our needs and walk us through the training process. The fact that the program is approved by LTC4… solidified our decision. It was an easy program to implement to deliver the targeted training our people needed. It also gave us a baseline for each person to build knowledge as we offer more training.”

Reinhart made use of the many online courses in the Wilson SkillUp! program, using KnowledgeCheck to evaluate skills. “We uploaded all of the courseware into our learning management system (LMS), which allowed us to track completion and submit results to LTC4 for certification,” Fredrich says. “Having this information in our LMS also allowed us to track progress for skills reviews and ongoing training.”

Robinson Bradshaw wanted to implement a firmwide training program that would have a meaningful impact ‎on firm’s morale and productivity. Having learned of the LTC4 certification framework, firm Training Coordinator Greg Tomlinson was excited about its potential to meet these needs.

“LTC4 initially came to my attention through our in-house trainer in the fall of 2014.  My immediate reaction was that maybe this would finally be a solution to the incredible need in law firms for better skills to support law firm efficiency, both at the lawyer and staff levels.  They sold me because they were focusing on workflow processes (not just software knowledge) and creating an environment of continuing skills development. We believed the staff and attorneys would take a fresh look at the new training tools with the ability to learn at their desk or at home on their own schedule.

Staff acceptance of the training, assessments and certifications have exceeded our expectations and, based on that success, we are hoping to incorporate the attorney groups in the near future.” — Pam Sachs, Director of Human Resources.

Greg Tomlinson led the charge to integrate LTC4 resources from Wilson Allen into the firm’s existing LMS infrastructure. With help from Wilson, he broke out each LTC4 core competency skill, and created learning plans in the LMS of the videos and assessments for easy viewing and tracking.

Learning plans adopted by Robinson Bradshaw include: Managing Documents and Emails, Working with Legal Documents and Security for Lawyers, and Collaborating with Others.

“FWIW, personally I actually rather enjoyed this. I thought the content was well presented. And I have used several of the tricks I learned.” — Lawyer comment

Schwabe wished to implement a firm-wide training program for attorneys and staff focused on competency ‎based performance standards, evaluation and ongoing training that would have a meaningful impact ‎on firm morale, productivity and profitability. The program offered the opportunity to become ‎‎LTC4 certified in various workflow based core competencies which were relevant to how users work.

They knew that an attorney up-skilling program based on LTC4 would provide them with an industry standard of legal IT core competencies. The firm identified multiple objectives, including:

  • Attorney and Staff Performance: Enabling stakeholders to improve skills, gain efficiency in all tasks, and to measure baseline skills and continuous performance improvement using industry standards.
  • Staff Ratios: Better skills and greater efficiency result in higher productivity, therefore improving our attorney to staff ratio, resulting in reduced overhead.
  • IT Department Client Service: We achieved a reduction in Help Desk Calls which meant that Help Desk staff could serve clients more proactively.
  • ROI: We produced Efficiency Dashboard reports with calculated ROI which were provided to the Board on a predetermined schedule.

Goals achieved

  • Improved skills,  efficiency, and productivity
  • Improved quality of work product
  • Provided objective measurements for performance evaluation
  • Reduced calls to the Help Desk
  • Improved staff ratios and increased attorney satisfaction with staff
  • Improved employee satisfaction and retention

Seddons’ lawyers and staff have been certified in both Security and Managing Documents and E-Mail by LTC4, the industry-recognized standard for legal technology competence. Lawyers and staff were provided with e-learning to educate themselves in the applications, followed by an online certification session with a trainer there to help and support them. The program was immensely successful – everybody passed the certification.

“Our goal was to ensure efficiency across the business,” says James Temple, Chief Operating Officer. “We want to provide clients with the best service possible, ensuring we get maximum value from the solutions in which we have invested, while also helping the firm minimise expenses. LTC4 provides us with a framework that enables us to achieve those goals.”

Seddons chose LTC4 as the standard for competency and certification.  For the security course, the entire firm took part in the Sentinel Security Awareness program from Wilson Allen.  For To bring themselves up to speed in the Managing Documents and E-Mail core competencies, Seddons used Skill-Up! elearning from Wilson Allen, plus custom e-learning created by the firm. The firm used Learning in Action (LiA) from Wilson Allen as the evaluation tool, and results were stored in the Wilson Allen LMS.  The whole process, including creating the e-learning for the firm’s document and practice management system (Proclaim), took approximately 4 months.

Future plans include the Working with Legal Documents learning plan, and a repeat of the Security plan every 6 to 12 months, plus the Time and Billing learning plan at a later date.

The Steptoe/Wilson Allen Training Team rolled out Work 10, Office 365, and Nuance to 600 users in 14 offices across 6 states. The team identified key business and user goals, validated project objectives, and formulated a training timeline. Wilson created a comprehensive training plan with office-by-office resource allocations, project activities with owners, and risks. Wilson then managed the overall training plan.

The rollout goals were:

  • Increase usage of the document management system over storing documents in email
  • Manage documents and email more efficiently and intuitively
  • Allow users to work remotely on any device
  • Enable users to do more from inside the familiar Office and Outlook interfaces

“We worked with Wilson Allen to help move our firm to the iManage cloud platform. We found Wilson to be very attentive to our training needs, flexible in their approach, and very knowledgeable of the subject.”    — Mark Combs, Chief Information Officer.

Global law firm Squire Patton Boggs undertook a firm-wide project to migrate their US offices from eDocs DM 5 to iManage  with Universal Search, and upgrade the other offices which already used iManage. With over 1,000 lawyers and staff in 44 offices located in 21 countries, the firm took advantage of this upgrade to improve user proficient in the new software and instill document management best practices.

Squire used a virtual training classroom, conducted using a WebEx environment with break-out labs, so that individuals could undertake hands-on practice assignments.

This training format provided a number of distinct advantages for the firm:

  • Preparatory on-line learning to bring users up to speed before the virtual sessions
  • Hands-on practice during training for all users in offices large and small
  • A smaller group of trainers meant for more standardized training
  • Reduced training set-up demands on local IT resources
  • Better data gathering and reporting on training sessions
  • Reduced travel expenses

Outcome and Measurement

The training also incorporated the LTC4 (Legal Technology Core Competencies Certification Coalition) to drive internal productivity and to promote their commitment to technology proficiency to potential clients. The firm certified their users, including 250 lawyers, in the Managing Documents and Emails workflow.

Delivering LTC4 Training and Certification

LTC4 (Legal Technology Core Competencies Certification Coalition) is a nonprofit group who have created industry-standard, peer-reviewed legal technology core competencies. These standards have been adopted by law firms, legal departments, law schools and legal vendors in the United States, Canada, Europe and Australia.

As the founding member of LTC4, our Technology Adoption team is approved to deliver a wide range of LTC4-approved training including:

  • Legal Documents — Create consistent and professional looking documents for your clients in the most efficient way
  • Collaborating with Others — Work efficiently with colleagues and clients
  • Managing Documents & Emails — Ensure that all client documents and emails are secure and easy to locate
  • Visual Communications — Become a confident and effective presenter
  • Time Recording — Ensure that your time is accurately recorded in keeping with your Firm’s best practices
  • Security Awareness — Understand security threats and how to avoid them
  • Client Relationship Management — Store your client and contact data so that it is secure and accessible
  • Data and Reports — Understand the value of spreadsheets for data storage and reporting

Our “Skill-Up!” LTC4 program, enables firms to improve the efficiency, productivity and technological confidence of lawyers and support staff. It does this with courseware and delivery tools that provide a positive, non-threatening experience specifically designed to appeal to lawyers and support continuous learning.

LTC4 certification enables lawyers and firms to demonstrate to clients their commitment to achieving technology expertise and competence — which is a crucial competitive advantage in the context of business development and firm differentiation.

Software Rollouts, Adoption and Change Management

For organizations looking to accelerate successful introduction of new technologies (or upgraded systems) we offer a targeted, persona-based approach to achieving adoption. We start with a goal-based approach that comprises project planning, marketing and communication, blended training, and ongoing support tools, reinforcement materials and success metrics. Our comprehensive approach is easily tailored to specific firm requirements and ensures meeting the business and user goals.

Our goal-based approach includes:

  • Identifying goals (Firm and business-level as well as user-level)
  • Pinpointing and addressing user and practice group workflow needs
  • Identifying learning objectives based on personas and roles
  • Aligning training plans and materials to workflows
  • Communication and managing change (using the ADKAR model)
  • Delivering training using appropriate blend of training materials and methods

Our rollout service focuses on accelerating successful user adoption and maximizing return on investment. It is suitable for both large scale solutions (e.g. FMS/PMS and Business Intake) and specific purposes and applications (e.g. Paperless Billing, Time Entry, MSOffice, iManage, NetDocuments etc).

News & Blog Posts about Technology Adoption

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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