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.

Mills & Reeve: Choosing Wilson Proforma Tracker

Hear from John Tickle, finance operations manager at Mills & Reeve, about the firm’s decision and use of Wilson Proforma Tracker to enhance its billing workflow, collaboration, and efficiency.

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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

Watch Now: Highlights from Digital Transformation Client Panel

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.

UK Panel

We invited two of our UK-based Wilson Proforma Tracker clients, who provided their insight into critical aspects of the many challenges and phases of paper to paperless proforma transformation. Watch our highlights video featuring John Tickle from Mills & Reeve, and Nick Hodgson from Bevan Brittan. 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.

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Bevan Brittan Launches Wilson Proforma Tracker to Streamline Billing Processes and Increase Invoice Accuracy

UK-Top 100 national law firm accelerates its work-to-bill life cycle with Wilson Proforma Tracker

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Watch a client testimonial video

McCarter & English: Achieving A Two-Week Digital Billing Transformation

Learn how McCarter & English successfully ramped up from seven to 130 users in two weeks and achieved 100% compliance with its new digital billing processes while working remotely.

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Learn more about Wilson Proforma Tracker

Wilson Proforma Tracker simplifies the preparation and validation of proformas. See how it can help you manage the proforma process and gain valuable insight into anticipated billing.

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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.

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OUR CLIENTS

“We’ve had a long history with many of Wilson Allen’s people, some of whom we knew from their prior employers. We appreciate the team’s ability to share their knowledge.”

Mary McSorley

IT Support Manager, Margolis Edelstein

News & Blog Posts about Wilson Proforma Tracker

Five Tips To Trim Software Implementation Costs

Jun 22 2021

Landscape transformation is a significant undertaking. How can your firm trim cost from its software implementation and still get the greatest value? Here are some tips on getting your budget just right.

Essential Steps for a RAPID Software Upgrade

Jun 2 2021

Why do some software upgrade projects go smoothly while others falter and stall? Paul Rayment believes it’s best to apply a dynamic RAPID framework to optimize each project stage.

The “How-To” of the People Side of Change

May 19 2021

When you consider the success of an implementation project, training and adoption are where your firm realizes most of its ROI. Janis Richman describes how you can encourage a learning culture and effectively address the people side of change.

If You Deploy It, Will They Use It? Modernization Through Change Management

May 12 2021

To achieve a client-centric culture and meet client expectations for efficiency, firms must modernize and adjust to change. Here are some ways to ensure the success of your change management efforts.

Moving to the Cloud to Maximize Client Success: 5 Key Considerations

May 5 2021

Developing a client-centric culture requires businesses to run as efficiently as possible. For many, that means migrating to the cloud. Here are 5 key considerations to help your firm get the greatest value from its ascent.

Rethinking Partner Compensation: The Role of Value Creation

Apr 28 2021

There are emerging value-based characteristics that need to be incorporated into decisions about partner compensation. This post discusses some of these characteristics and how they relate to developing a more client-centric culture.

Analytics as a Discipline: Boosting Your Maturity Model to Be Better Connected

Apr 21 2021

Explore why and how your firm can advance its analytics maturity model to develop an actionable capability and a more client-centric mindset.

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.

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.