Wilson Proforma Tracker
Collaborate on proformas using an integrated and intuitive workflow
Simplify proforma management
Proforma management – it’s an essential function at any legal or professional services organization. But without a controlled workflow, collecting input from timekeepers can be difficult, leading to delays in billing and inaccurate invoices. From a technology perspective, dealing with complex invoices and getting data in or out of the backend financial system can be tricky as well.
With Wilson Proforma Tracker, organizations can simplify proforma management and gain valuable insight into anticipated billing while enhancing performance.
Advanced features that speed time to value
Features
- Mobile-friendly interface allowing front-office edits of proforma fees and costs
- Dynamic end-to-end workflow from proforma creation to invoice delivery
- Powerful edit capabilities, including search, summary, and quick actions
- Firm-configurable owners, roles, and stages
- Approval rules for financial write-downs and discounts
- Advanced capabilities for joint or group bills
- Automated and validated updates to backend systems
- Support for paper-based proforma distribution and collection
- Metrics maintenance and a full audit of all changes
- Compatibility with Thomson Reuters Elite Enterprise and 3E products
Benefits
- Timely and accurate billing, leading to improved collection
- Uniform and compliant distributed proforma management
- Better understanding of billing pipeline and revenue leakage
- Increased collaboration between front and back office
- Real-time visibility of proforma and invoice progress
- Reduced costs associated with billing through improved efficiency
- Ability to measure workload and performance metrics to identify bottlenecks
- Quick time to value with live pilot in as little as 90 days
Firms struggling with paper-based billing activities are no doubt looking for a digital solution that offers a better way. Hear firsthand experiences of digital transformation from representatives from three firms in this three-minute video. It features Leslie Butler, manager, business systems & evidence, S-E-A Limited, Ronald Gagne, manager of billing at Mintz, and Joshua Figurski, deputy practice group manager at Michael Best & Friedrich LLP. Each provided insight into critical aspects of many phases of the paper-to-paperless proforma transformation. If you like what you see and want more, sign in to watch the full session on demand.
Webinar: Digitize and Accelerate the Client Billing Life Cycle
Has there ever been a time when the pain of paper-based proforma management processes was more evident? See how Wilson Proforma Tracker can speed up bill generation, distribution, and review with a centralized workflow, a simplified user interface, and accessibility from desktop and mobile devices. Watch our US- or EMEA-focused webinars on demand.
Watch a client testimonial video
Wilson Proforma Tracker User Group
To enable ongoing engagement of the user community, and in response to client feedback, Wilson Allen has launched a Wilson Proforma Tracker User Group. The group’s advisory committee is a who’s who of finance directors among professional services firms. Members have the opportunity to connect with existing users, learn from each other, see how they can use the product more efficiently, and provide feedback. Contact us to learn more, sign up to join the community, or attend our next virtual user group meeting.
News & Blog Posts about Wilson Proforma Tracker
Breaking the Mold: Becoming A Connected Firm to Enhance Client Value
Apr 14 2021
To succeed in adopting a more client-centric culture, firms need to re-evaluate and improve how they manage these 5 key areas of their business, systems, and data.
Value Vs. Performance: Measuring Success in Terms of Client Value
Apr 7 2021
Professional services firms are placing much greater emphasis on client centricity. A fundamental representation of this emphasis is tied to how firms measure success.
Aligning Client-Centric Strategies with Information Management
Introduction to a six-part series on developing a successful client-centric culture and how to address the resulting operational implications.
5 Scenarios that Illustrate Why You Should Keep Non-Production Environments In Sync
Mar 3 2021
When tasked with troubleshooting performance issues, having a non-production platform available and in sync with your production environment is essential. Here’s why.
Why Your Firm Should Up Its Master Data Management Game
Feb 18 2021
Inconsistency in how your firm handles data not only impacts reporting and causes frustration for data consumers, it can hinder strategic decisions, leading your firm down the wrong path. Russ Haskin offers these suggestions to straighten the course.
Upskilling to Get Ahead: Using Technology Adoption to Achieve Competitive Advantage
Feb 4 2021
There is every incentive for firms to drive user adoption of technology as it will increase the percentage of time billed by attorneys and increase profitability. Need more reasons? Read this post by Sue Pasfield.
Project Management Best Practices: Five Key Areas of Impact
Jan 26 2021
How can your firm help ensure a positive outcome for its next software implementation? Here are five of the most impactful areas to address to help ensure project success.
Three Growing Trends Legal Marketers Need to Prepare for in 2021
Jan 25 2021
Now that firms are beginning to scale back their pandemic-related austerity measures, some emerging trends in legal marketing are beginning to reveal themselves. Jason Kennedy explains what they are and how you can prepare.
Dear Santa: A Partner’s Plea for CRM Strength and Success
Dec 1 2020
Santa is used to pulling off what might seem to be impossible. Maybe this year, Santa can help this partner believe in CRM and make it succeed at the firm.
Why Security Awareness Training Should Be On Every Firm’s Holiday Shopping List
Nov 23 2020
As holiday season approaches, your employees could inadvertently expose your firm, its clients, and themselves to cybercrime. Here’s what you can do to minimize the risk.
Want to Derive Greater Value from Technology? Take A Goal-Based Approach to Training
Nov 17 2020
How can your firm derive greater value from its investments in technology? By enhancing its approach to change management and taking a goal-based approach to training. Here are some suggestions for accomplishing this objective at your firm.
Event Recap: Tales of Digital Billing Transformation
Nov 16 2020
Read a brief recap of our digital billing transformation panel session with representatives from three client firms.
Evolving Law Firm Risk: Inside the Minds of Clients and Firm Management
Oct 15 2020
What do law firm management and client leaders consider to be the most effective conflicts and risk policies, practices, and priorities? Read this blog post for the answers.
Wilson Allen Announces Acquisition of Capensys
Oct 13 2020
Wilson Allen announced today that it has acquired Capensys, a leading provider of software training services and technology. The addition of Capensys’ training solutions will extend Wilson Allen’s ability to help firms accelerate user adoption of technology, streamline change management, and rigorously enforce information security practices.
Adventures in Data Stewarding: Top Tips for Keeping It Clean
Sep 3 2020
With the rising tide of data in our increasingly digital world, professional services firms are in dire need of better data management strategies. Here are our top tips for maintaining your business and operational data.
Wilson Allen and Capensys Announce Strategic Training Services Alliance at ILTA>On
Aug 25 2020
Wilson Allen has formed a strategic alliance with Capensys, a leading provider of software training services and technology. Together, Wilson Allen and Capensys will align to help firms accelerate user adoption of technology, streamline change management, and rigorously enforce information security practices.
The Goldilocks Principle: Getting Your Software Implementation Just Right
Jul 30 2020
While there are many similarities among software implementation projects, no two are alike. Here’s how to pick an approach that is “just right.”
Bringing Together Technology and Data to Improve Performance [Legal CRM Webinar Recap]
Jul 14 2020
In the fourth of our legal CRM webinar series, Intapp’s Christopher Raymond and Wilson Allen’s Michael Warren focused on the data component of successful legal CRM implementations and the shift many firms are experiencing now, starting with the need for CRM transformation. Here are key takeaways.
Risky Business: Choosing the Best Risk and Compliance Approach for Your Firm
Jul 7 2020
Around the world, law firms of all sizes have taken on different approaches to how they manage their risk and compliance obligations. As your firm considers its approach, here are some points to keep in mind to ensure your risk and compliance efforts fall within your firm’s comfort zone.
Shishir Shetty Promoted to Chief Operating Officer at Wilson Allen
Jul 1 2020
Shetty joined the company in 2012 as senior director of 3E client services with responsibility for the company’s technical and application specialists. In 2016, he was promoted to VP of technology services with responsibility for professional and technical consulting services as well as the development of the best-in-class Wilson Proforma Tracker digital billing software.
3 Ways Firms Are Using Data to Steer Through Today and Plan for Tomorrow
Jun 23 2020
As the dust settles and firms return to some form of business as usual, how do you steer through the economic impact of the pandemic? The good news is you have a tool that is readily available to help you answer this question – the data life cycle.
Learning from the Past: Using Hard Data to Face Economic Upheaval
Jun 17 2020
Are you making the right decisions? Or the easiest? See how a data-backed strategy with advanced metrics can help firms make better and more informed decisions to navigate what comes next.
Four Key Components of Successful Legal CRM Transformation [Webinar Recap]
Jun 11 2020
Read a summary this webinar featuring Intapp’s Ryan McCrosson and Wilson Allen’s Anne Reavis. Each shared best practices for achieving CRM transformation and reviewed four key components that are essential to enable effective change.
Renormalizing Risk: Using Law Firm Downtime to Improve Processes
Jun 10 2020
As the world faces the implications of the global pandemic and looks forward to recovery, we must build resilience to deal with uncertainty and risk. One way law firms can do so is by taking steps now to make business process improvements. Here’s how.
How We Did It: The Tale of Two Remote 3E Go-Lives
Jun 8 2020
Read how members of Wilson Allen’s professional services team helped two firms face the challenges of bringing software live in a remote environment.
The Opportunistic Marketer: Making a Case for Collaboration for Greater Strategic Value
May 22 2020
By expanding the data set to include financials as well as relationship and experience management metrics, business development professionals can more accurately identify growth strategies.
Top 5 Reasons for Law Firms to Digitize Billing Processes
Apr 21 2020
Law firms that have made the transition to digital are experiencing little to no disruption as a result of working from home. Those who are still transitioning are feeling the impact, driving many to conclude that now’s the time to prioritize digital billing. Here’s why.
There to Here and Here to There, Meeting the Challenge To Be (Virtually) Everywhere
Apr 8 2020
Many are experiencing a new way of working. Here’s how planning ahead helped our business continuity team to flip the switch to working remotely over a weekend.
Drew O’Neill Joins Wilson Allen As Account Executive
Mar 31 2020
Drew O’Neill has joined Wilson Allen as an account executive to keep pace with growing interest in the company’s Wilson Proforma Tracker software, which simplifies the preparation and validation of proformas.
Setting up Elite 3E Templates for Remote Printing
Mar 27 2020
Our consulting services team has fielded questions around the ability to print 3E templates from remote locations. Follow these steps if your firm needs this capability,
Driving Growth By Addressing 3 Key Aspects of Legal CRM
Mar 24 2020
Explore the human resources elements of CRM success and review practical ways to address three key aspects of CRM implementations – people, processes, and technology.
Aligning Technology with Client Needs to Drive Business Growth
Mar 2 2020
Explore how firms can meet the objectives of various stakeholders and deploy strategies to drive growth by making small but important changes in how the firm uses CRM.
10 Things You Need To Know About CCPA and Its Domino Effect
Feb 10 2020
CCPA went into effect on January 1, 2020. See how can your firm comply with this act and prepare for increasingly stringent data privacy regulations.
Bevan Brittan Launches Wilson Proforma Tracker to Streamline Billing Processes and Increase Invoice Accuracy
Jan 22 2020
Wilson Allen today announced that Bevan Brittan LLP has gone live with Wilson Proforma Tracker software, enabling the firm to streamline its billing processes and increase invoice accuracy.
How We Did It: Setting Up A Client Feedback Program to Enhance Performance
Dec 19 2019
By deploying a client feedback program and using the results as a tool for business improvement, firms can increase their competitive advantage. See how we implemented our program with support from ClearlyRated.
An Ace Up Your Sleeve: Top Tips for Choosing the Right IT Services Partner
Dec 17 2019
To run as profitably as possible, the systems that professional services firms rely on to support operations must run at peak performance. Here’s why the time to identify your go-to people is when everything is running smoothly, not when your system is down.
Six Critical CRM Trends: Keeping Pace with the Changing Business Landscape
Dec 11 2019
What can we expect in the next 12 months related to CRM? This blog explores critical trends so you can be informed and prepared.
Expert Tips to Prepare Enterprise for a Successful Migration
Nov 5 2019
What can your firm do to prepare for an Enterprise migration or improve your processes if you’ve already begun? Read our expert tips.
eBillingHub and Wilson Allen Announce Partnership and Integration of Wilson Proforma Tracker
Oct 9 2019
eBillingHub has today announced a new Affiliate partnership agreement with Wilson Allen. The partnership enables seamless integration of Wilson Proforma Tracker software with eBillingHub to further streamline the billing process so firms can more quickly issue compliant invoices. More specifically, firms will now be able to validate proposed bill updates and edits against client guidelines in real time, avoiding invoice rejections and payment delays.
From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue
May 22 2019
To get the most out of CRM, firms need to do the basics well, be clear about objectives, and then look beyond traditional approaches to CRM to accomplish those goals. Here’s how.
Six Ways To Engage Attorneys in the Use of New Technology
May 14 2019
Law firms realize the greatest value from new technology when users actually use it – and use it well. How can you accelerate the adoption of new technology? Here are six methods that can help you achieve a positive outcome.
Bevan Brittan Selects Wilson Proforma Tracker to Streamline Billing Processes and Increase Invoice Accuracy
May 8 2019
Bevan Brittan is now the third UK-Top 100 law firm and tenth worldwide to select Wilson Proforma Tracker to streamline its billing processes and increase invoice accuracy.
Why Your Firm Should Prioritize the Client Life Cycle
Mar 25 2019
Here’s why traditional ways of working must evolve and how to make the transition.
Mitigating Merger Woes through Careful Planning and Execution
Mar 12 2019
The way in which firms enter and finalize mergers and acquisitions have long-term ramifications. You can make the transition more smoothly by carefully planning these three phases of the process.
Wilson Allen and Aurora North Launch Professional Services Partner Alliance (PSPA)
Mar 5 2019
Wilson Allen and Aurora North Software today announced the launch of the Professional Services Partner Alliance (PSPA), which aims to more effectively connect law firms, accounting firms, and capital markets firms with the best technology consultants and subject-matter experts for Intapp-related project work.
Wilson Legal Solutions and Stanton Allen to Rebrand As Wilson Allen
Wilson Allen and Stanton Allen Ltd., which merged in 2018, today announced that the two companies will begin operating under the brand name Wilson Allen, effective April 2019. The name was chosen to better reflect the melding of the two organizations, their growing non-legal customer base, and their commitment to clients across industries.
Under Pressure To Perform? Add CRM to Your BI Equation
Feb 9 2019
It’s pure fantasy to think that to make more money, you just have to have more billable hours to offer clients. Here’s how to succeed in today’s environment.
Five Ways to Prepare for 3E Templates
Feb 1 2019
Is your firm moving its billing processes to 3E? Read tips from our 3E and Design Gallery specialists to help you save time and get a better end result.
Breaking Down the Complexity of 3E Data Structures
Jan 4 2019
When going from Elite Enterprise to Elite 3E, firms must adapt to an increase in the number of data tables. Here’s what database administrators, finance teams, and accounting need to know.
Duane Morris Selects Wilson Proforma Tracker for Paperless Billing Lifecycle Management
Dec 5 2018
Wilson Allen today announced that Duane Morris LLP, an Am Law 100 firm with 800 lawyers across the US, UK, and Asia, has selected Wilson Proforma Tracker to automate and streamline its client billing process. Duane Morris will use Wilson Proforma Tracker together with its Elite Enterprise financial management system.
Five Ways Your Firm Should be Protecting Client Data
Nov 26 2018
Law firms are the hubs of a staggering array of confidential data. Protecting client data requires a holistic and layered approach. Here are five practical ways you can strengthen your firm’s efforts.
Need to Change Your PMS? Three Reasons to Consider ERP
Nov 6 2018
A rising number of firms are opting for a move into the ERP world. Why? Here are three reasons firms are considering the road less traveled.
Two Key Roles Essential to System Conversion Success
Oct 23 2018
Why is it that some system conversions go well, and some don’t? Ultimately it comes down to two critical areas. Here’s how to address them.
Centralized vs Decentralized: Which Conflicts Model Is Better?
Oct 20 2018
Conflicts and business intake are part of an expanding risk management and compliance function that spans legal business and operations. Explore if a centralized or decentralized approach works best for identifying and clearing conflicts of interest.
Wilson Allen and Introhive Form a Services Partnership
Aug 9 2018
Wilson Allen is pleased to announce the formation of a services partnership with Introhive, a leader in relationship intelligence and CRM automation for professional services firms.
How to Build the Strongest Implementation Team: Who to Invite and Who to Avoid
Aug 6 2018
Whom you choose to fill key roles and responsibilities can have a major impact on the outcome and ROI. Here are tips for forming the strongest team.
Mills & Reeve Selects Wilson Proforma Tracker to Enhance Billing Workflow and Collaboration
Jul 24 2018
Mills & Reeve, a leading UK law firm that provides comprehensive legal advice to businesses and individuals, has selected Wilson Proforma Tracker software to enhance its billing workflow, collaboration, and efficiency.
Better Strategic Planning: How to Be a Leader in a World of Lemmings
Jun 11 2018
Firms are successful in strategic planning when deciphering reality from fiction using competitive intelligence and market awareness.
Five Ways to Reduce Post-Implementation Sticker Shock
May 15 2018
Focus on these five areas to be better able to determine exactly what you’re signing up for to avoid surprises later.
Choosing the Right Methodology for Your Software Implementation
Mar 9 2018
Law firms are facing the prospect of implementing new software more frequently. What is the best approach? Review some of the most common frameworks, methodologies, and tools.
Challenging Analytics Complacency: 4 Key Areas Law Firms Should Be Targeting
Feb 28 2018
Too often BI is viewed in isolation. The real BI value is in a modern analytic framework that aligns with your firm’s performance management needs.
Better Strategic Planning: The Most Important Questions to Ask Before You Begin
Feb 20 2018
Firms are successful in strategic planning when preconceived notions are set aside and instead, data and intelligence inform the process – beginning with a solid internal review.
Wilson Allen Introduces Wilson Proforma Tracker
Dec 6 2017
Wilson Allen today announced the availability of the Wilson Proforma Tracker application. This software enables firms to manage the entire proforma and invoice distribution process with a firmwide-compliant and effective workflow. It allows for advanced front-office editing capabilities and provides valuable insight into the billing process.
Succession Planning: The Problem with Procrastination
Sep 5 2017
The baby boomer generation is rapidly retiring – leaving a large void in the leadership of law firms that did not plan ahead for this eventuality. Given the potential business impact of losing clients when an attorney retires, it would serve law firms well to avoid procrastinating and begin succession planning now.
How Total Performance Management Can Help You Achieve a Stronger Bottom Line
May 2 2017
By bringing together data, insight, and action, firms can take a total performance management approach to operations to achieve a stronger bottom line. See how you can make the most of new tools that enable improvement.
New BI Software? How to Overcome Obstacles and Improve Outcomes
Apr 4 2017
Many law firms are taking a hard look at the software they’re using to surface information that supports strategic decisions. To improve a business intelligence (BI) software roll out, we suggest concentrating on these four key areas of focus.
Four Action Items to Streamline Project Lifecycles
Feb 22 2017
As you consider implementing new software at your firm, adding the following four key action items to your to-do list can help you complete these core stages successfully.
Five Tips To Trim Software Implementation Costs
Jan 17 2017
The writing is on the wall. It’s time to change practice management systems. How can you trim cost from your software implementation and still get the greatest value? Here are some tips on getting your budget just right.
How Solid is Your Disaster Recovery and Business Continuity Plan? See How Your Firm Measures Up.
Nov 29 2016
It’s budget time in the legal services industry. How much should your firm earmark for disaster recovery and business continuity? This post offers guidance on what to factor into your 2017 plans.
Data Conversion: 4 Tips for Improving Validation
Nov 2 2016
Data validation is an important part of the data conversion process when transitioning to new financial management software. To streamline this effort, validation should be a multi-step process.
A 7-Step Formula for Streamlining Your 3E Implementation
Oct 26 2016
New technology enables better ways to complete tasks. Greater efficiency. Better visibility. Tighter security. But how can you streamline the colossal effort involved with implementing new practice management software? Here are the critical success factors I’ve gleaned from my years as a software implementation project manager.
Disaster recovery and business continuity: Why now is the time to prepare for the worst
Sep 22 2016
Disaster recovery and business continuation procedures are becoming hot topics as law firms become increasingly dependent on data. For firms without a solid plan in place, the impact of unexpected events could be devastating.
Four Key Areas of Planning and Execution to Help Streamline the Transition of Technology
Aug 16 2016
How can your firm make the most of a transition to new software? Focus on these four areas to uncover the strategic benefits of a system conversion or upgrade.
Account Termination Policies: How to Uphold Security When Employees Leave
Jul 26 2016
Law firms go to great measures to protect digital assets from outside forces. This same diligence needs to be applied to uphold security in regards to your employee base – past and present.
Feeling Comfortable in the Cloud: Maximizing the Security of Digital Assets
Jun 2 2016
More and more law firms are looking to the cloud to meet their computing needs. But many are hesitant to make the leap into the cloud. Why? Security concerns.
Time for New Practice Management Software? Stop Panicking and Start Planning for Improvement
May 3 2016
In the next few years, almost every law firm will be in line for either an upgrade or conversion of their practice management system.
Still Relying on Gut Instincts? Why Now Is Really the Time for Data-Driven Business Decisions
Mar 16 2016
When it comes to the practice of law, attorneys are taught to leave no stone unturned within a case. That same principle should apply to the business of law. Here’s why.
Legal IT: Why Project Management Delivers the Greatest ROI
Mar 8 2016
When planning a software upgrade or implementation, the industry rule of thumb is that you should allocate approximately 20% of the budget to project management.
Top 5 Traits to Seek in a Law Firm Business Analytics Solution
Feb 23 2016
More than ever, law firms are focused on identifying ways to run and grow more profitably.
Legal IT: Five Essential Steps for a Successful Software Upgrade
Feb 22 2016
The rate of technology change is increasing at an ever-accelerating rate.
How Important Are People? What Your Website Can Tell You
Jan 29 2016
The key to being an effective leader is hiring the right people.
How Are Top Performing Law Firms Out Pacing Their Peers? See the Survey.
Jan 14 2016
2016 Survey provides great insight into the trends that are reshaping the legal industry.
Keeping Pace With Market Trends. Is Your Firm Falling Behind?
Dec 14 2015
Law firms must adapt if they want to keep pace with client demand and their own internal growth expectations.
Big Sale, This Weekend Only! Avoiding the Trap of Discounts
Nov 5 2015
There are literally million dollar homes that are discounted by a dollar. Apparently to many that makes a difference.
Associate Bonuses and Hourly Thresholds: Why Now is the Time to Consider a New Reward System
Oct 15 2015
To be productive members of the firm, it’s important that associates drive revenue.
Building a Better Business Development Strategy : Finding Your Sweet Spot through Business Analytics
Sep 30 2015
The ability of your law firm to thrive is predicated on one key pillar of growth – you must develop both new and existing business.
Battling the Basics: Reduce Lag to Improve Year-End Numbers
Sep 14 2015
If there’s one thing your firm can do to help improve your year-end numbers, it’s battle lagging time entry processes. Here’s why.
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