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
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Event Recap: Tales of Digital Billing Transformation
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Read a brief recap of our digital billing transformation panel session with representatives from three client firms.
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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.
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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.
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Drew O’Neill Joins Wilson Allen As Account Executive
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