Wilson Proforma Tracker

Streamline the Billing Process

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.

Contact us today to discuss our solution

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

Our Clients

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.

VIEW ON DEMAND

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

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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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

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