Library
Download these resources to learn more about how our services
and software can help you enhance business performance.
Intapp integration with Aderant harmonizes client intake procedures at Higgs
See how Higgs LLP drew upon Wilson Allen’s expertise to replace its business intake and conflicts solution with Intapp Open and Conflicts and to improve integration across core line-of-business systems and drive improved business efficiencies.
Up-skilling program for Legal Support Specialists to improve productivity
See how Day Pitney's training team re-educated and certified their users on better practices when working with legal documents, making them more efficient.
A force multiplier for training at BakerHostetler
Rapid growth at leading US firm BakerHostetler increased demand for new hire training and onboarding, making it challenging for the internal training team to manage both the day-to-day onboarding and training work load, as well as additional project-based demands. To help meet this challenge, BakerHostetler looked to Wilson Allen to provide a team of specialists to take over the weekly onboarding training operations, and to augment ongoing skills training.
OnTech – A Wilson Allen technology trends report
Full research report from a series of interviews with CIOs, CFOs & other key staff from professional firms around the world to gain insights into current market conditions that will help shape existing and future services to better serve our customers.
Extend your in-house training capability with specialist resources
Request this webinar with leaders from BakerHostetler and McKenzie Lake to hear how they've worked in a new way with the specialists at Wilson Allen to extend the resources and capabilities of their in-house training teams.
BCF Business Law delivers business wins with new client-centric onboarding process
See why BCF chose Wilson CDI team to integrate Intapp with their business development and financial management applications to better synchronize information, and to build more end-to-end process automation across departments.
Wilson Allen Training & Adoption
Find out more about the Digital Enablement and Adoption team at Wilson Allen
Value evaluation (Briefing February 2022)
With data and insights becoming ever-more significant competitive advantages for law firms, Michael Warren, VP for client development and intake at Wilson Allen, says the ways firms measure success – and how they surface those metrics data – could have a big impact on how clients perceive the value they derive from the firm
Modernising data and analytics to drive new thinking (Briefing – November 2021)
Data is the energy source of the digital economy but making it valuable is difficult. Professional services firms need strategies that improve their ability to provide insight, but the landscape has changed.
Arthur Cox LLP: Rethinking the New Hire Training Programme to Transform the Delivery of Learning
See why Arthur Cox selected Wilson Training and Adoption to ensure new flexibility in where and how people learn in a post-pandemic world.
Fisher Phillips LLP: Training and Support
See how Fisher Phillips have reduced risk, increased technology efficiency, better client service and profitability when reviewing conflicts and opening new clients and matters.
Unlocking the Data Behind Your Marketechture
Request this webinar to hear this fascinating discussion on some of the challenges that firms have when it comes to harnessing the power of their expertise and knowledge and using that data to identify and exploit business development opportunities.
About the CDI Practice: Becoming a Connected Firm
Enabling the connected firm is an area of specialization for Wilson Allen’s Client Development and Intake practice.
Training Courseware List
Wilson Allen Training and Adoption Courseware List
Montgomery McCracken: Accessing and Analyzing 3E Data with Wilson Ideate
See how Montgomery McCraken have used Wilson Ideate for accessing and analyzing 3E data.
Wilson Ideate Software
Streamline and automate the propagation of new person records into Elite 3E
Heading to the cloud? Five key considerations (Briefing – June 2021)
Forward movement is imperative to keep pace with client needs and outperform the competition. Innovation fuels movement. Read this article for insight into how your firm can innovate to remain competitive in today’s hyper-competitive environment.
Higgs & Sons: Implementing Intapp Conflicts and Intake in an Aderant Expert Environment
See how Higgs & Sons have implemented Aderant Expert as its PMS system, and other leading-edge systems to bring its technology suite up to where it needs to be.
Reinhart Boerner Van Deuren: Upskilling and Certifying Associates and Staff Using LTC4 Core Competencies
See why Seyfarth Shaw selected Wilson Proforma Tracker and how it has helped the firm’s billers and attorneys get invoices out quickly and efficiently.
Connecting to Innovate (Briefing – April 2021)
Forward movement is imperative to keep pace with client needs and outperform the competition. Innovation fuels movement. Read this article for insight into how your firm can innovate to remain competitive in today’s hyper-competitive environment.
Munger Tolles: Implementing Intapp Intake and Conflicts in a 3E Environment
See how Wilson’s expertise with Intapp and Elite helped streamline two high-profile projects at the firm.
Workforce Onboarding Integration service for Elite 3E
Streamline and automate the propagation of new person records into Elite 3E
The Data Science of Relationships (Briefing – Feb 2021)
Explore how your firm can look at data from different touch points to measure the impacts of client engagement. By doing so, you can identify weak links in the chain and make improvements.
The Art of Marketing: Bringing Together CRM Strategies and Tactics for Better Business Outcomes
How can firms use CRM tools and data to set goals and achieve them more effectively? Michael Warren suggests that efforts and decisions need to be based on data derived from key points throughout the client engagement life cycle
Wilson Allen Overview
Watch our explainer video to see how Wilson Allen can assist your firm throughout every stage of the client life cycle.
Three Growing Trends Legal Marketers Need to Prepare for in 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.
Working with a Certified 3E Services Partner: Interview with SEA, Ltd [VIDEO]
Watch our interview with Misty Marcum, CFO, and Leslie Butler, manager of business systems & evidence, at SEA, Ltd., who shared their experiences working with our professional and technical consulting services team, which provides services to support the firm’s use of the Elite 3E practice management solution by Thomson Reuters.
Working with a Certified 3E Services Partner: Q&A with SEA, Ltd
Wilson Allen spoke with Misty Marcum, CFO, and Leslie Butler, manager of business systems & evidence, at SEA, Ltd., who shared their experiences working with our professional and technical consulting services team, which provides services to support the firm’s use of the Elite 3E practice management solution by Thomson Reuters.
Wiggin and Dana LLP: Navigating the Best Path to New Practice Management Software
When Wiggin and Dana LLP began its search to identify a new PMS, it turned to Wilson Allen’s technology transition advisory services. Learn about the experience in this customer testimonial.
Mintz: Simplifying the Transition to 3E with Wilson Consulting Services and Intapp Integrate
How careful planning, choosing the right team, and a solid data strategy add value to operations and lower implementation and maintenance costs.
McMillan: Migrating conflicts processes and data from Elite 3E to Intapp Open
Establishing compliant, efficient, and accurate intake and conflicts processes with minimal disruption and cost.
CRM Transformation Series, Part 4: The Art & Science of Legal CRM Adoption
In this session, we will delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We will help you translate these insights into practical strategies for driving adoption and achieving success.
Unlocking Data with the Power of BI Tools with Introhive
During this webinar, you will learn how to articulate a persuasive business case for investing in CRM; identify and document technology gaps that link directly to business impacts; and quantify the actual cost of lost opportunities attributable to legacy CRM systems.
CRM Transformation Series, Part 3: The Stakeholder’s Role in Streamlining Legal CRM Implementation
During this webinar, you will learn how to articulate a persuasive business case for investing in CRM; identify and document technology gaps that link directly to business impacts; and quantify the actual cost of lost opportunities attributable to legacy CRM systems.
CRM Transformation Series, Part 1: Evaluating the Legal CRM Landscape
During this webinar, you will learn how to articulate a persuasive business case for investing in CRM; identify and document technology gaps that link directly to business impacts; and quantify the actual cost of lost opportunities attributable to legacy CRM systems.
CRM Transformation Series, Part 2: Building Your Legal CRM Business Case
During this webinar, you will learn how to articulate a persuasive business case for investing in CRM; identify and document technology gaps that link directly to business impacts; and quantify the actual cost of lost opportunities attributable to legacy CRM systems.
User Adoption and Rollout Hacks – Innovative Approaches that Really Worked
In this session from ILTA 2021, Janis Richman, Director, Training & Adoption Services, along with her co-presenters, will share the lessons they learned from rolling out new tools and resources during the pandemic and how they just might become the new normal even in a post-pandemic world.
Security Threats with Work-from-Home: Protect Your Firm on the Inside and Outside
View this engaging, interactive panel discussion that will include case studies, actionable recommendations, and best practices for our current situation for law firms and legal departments.
Boost Productivity by Connecting Users with Personalized Training
During this webinar, we will discuss how Capensys (from Wilson Allen) training delivery tools can make learning more personal and relevant.
Successful Remote Training
This webinar will provide strategies and tips for keeping your learners engaged and interested. We will demonstrate some easy-to-do techniques to make remote training effective and engaging, and discuss how to leverage the tools within your current training platform. We will also demo a state-of-the art remote training platform that can transform your sessions and bring you "face to face" with your students.
How Can I Easily Build and Maintain an Engaging Security Awareness Program
Are you wondering how to get the most out of your next financial/practice management rollout? [...]
Best Practices for Training and Adoption of Financial and Practice Management Systems
Watch and find out why making training and user adoption a key component of success rather than an afterthought, your firm will be better positioned to speed its return on investment.
PSMG CRM Webinar Series – now available on-demand
In this series, we focused on how to navigate the CRM technology available, how to generate the insights that firms need to succeed, how to align your CRM with your existing processes, and how to harness the knowledge and connections that your individuals have and share how to institutionalise those connections to support the firm’s marketing and business development goals.
CRM Scoping Services
With the CRM Scoping services, our team of CRM experts will review where your firm is on its CRM journey, capture where it wants to go, and guide you on how to get there.
