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.
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
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 inaugural meeting taking place February 12, 2020.
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.
eBillingHub and Wilson Allen Announce Partnership and Integration of Wilson Proforma Tracker
Integration to further streamline billing processes and enable firms to issue compliant invoices more quickly
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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.
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See how Wilson Allen software can help your firm run at peak efficiency, productivity, and profitability.
Request a Demo
See how Wilson Allen software can help your firm run at peak efficiency, productivity, and profitability.