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Download these resources to learn more about how our services
and software can help you enhance business performance.
Training and change management key to smooth Intapp Billstream implementation at Perkins Coie
At Perkins Coie—with more than 1000 lawyers billing more than a billion dollars a year - changing from manual billing to the Intapp Billstream online billing system was a potentially seismic event. The key to their smooth implementation? Training and change management.
Honigman delivers extra client value with comprehensive software skills training program
Honigman called upon specialist technology services company Wilson Allen to standardize the software skills of attorneys and support staff across more than a dozen firm-wide applications.
Data sciences insight gives global law firm formula to help predict growth opportunities
McDermott Will & Emery recently completed a data sciences project with the help of legal IT services company Wilson Allen. As a result, the firm developed an automated method to score engagement with clients to help predict future opportunities.
Remote learning made easier with personalized content and relevant scenario-based learning
Arthur Cox engaged Wilson Allen to help it transform the delivery of training and onboarding to its workforce in response to the changing needs brought on by the pandemic.
Womble Bond Dickinson (US) implement right-sized CRM for more effective lead generation
Read how Am Law Top-100 law firm Womble Bond Dickinson (WBD) pushed ‘pause’ on a firm-wide CRM rollout just as Covid hit and used the time prudently to synthesize its CRM data and reassess its marketing and business development needs
Destination cloud
In this podcast, we talk with DAC Beachcroft about their 3E implementation from the ground up in a native cloud environment.
Data from multiple systems gives attorneys access to insightful information for Allen Matkins
Find out how prominent Californian law firm, Allen Matkins, worked with Wilson Allen to break down data silos between key line-of-business systems to give lead attorneys rapid visibility into their client accounts.
A force multiplier for training at BakerHostetler
Read how 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.
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.
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.
Choosing Wilson Allen to create enterprise-strength analytics at Davis+Gilbert
Ready why Davis elected to work with legal technology specialists Wilson Allen to create a business analytics platform to guide the firm’s strategic and operational decision-making.
Expert migration services simplify transition to new financial management platform
Learn how Mintz managed their complex migration from Enterprise to 3E with the legal technology expertise of Wilson Allen.
Bilzin Sumberg embraces strategic data management to gain real-time intelligence
Learn how Bilzin took action to maximize ROI related to CRM, competitive intelligence, and knowledge management
Focused data management consolidation creates platform for marketing success at Drewry Maritime
Read how Wilson Allen’s specialist CRM and data management practice to help it prepare for the deployment of a GDPR-ready, client-centric marketing platform that would provide a holistic view of clients and prospects and all of their interactions.
Training program helps lift law firm productivity and embeds positive attitude to future upskilling
Find out why Reinhart Boerner Van Deuren selected a training program offered by Wilson Allen to support it's commitment to professional development; to certify the technical skills of its associates and administrative assistants.
Keeping project outcomes on track during back-to-back legal technology implementations
Hear how we helped manage the complex and interdependent implementations which came about when Munger Tolles decided to replace its self-built process automation software with Intapp’s Conflicts and Intake solution.
Migrating conflicts processes and data with complete accuracy and minimal disruption
Read how McMillan upgraded to the latest version of Intapp Open, and used it for intake, conflicts, and implemented industry best practices across the enterprise with minimal disruption.
Specialist Intapp training and support set up Fisher Phillips for solid return on investment
See how Fisher Phillips have reduced risk, increased technology efficiency, better client service and profitability when reviewing conflicts and opening new clients and matters.
Wilson Allen Training & Adoption
Find out more about the Digital Enablement and Adoption team at Wilson Allen
Workforce Onboarding Integration service for Elite 3E
Streamline and automate the propagation of new person records into Elite 3E
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.
Take a Phased Approach to CRM Transformation
For firms ready to take the next step toward CRM transformation, Wilson Allen not only explains what’s possible, but can help you get there.
Systems and Infrastructure Services
Work with proven experts to help set up, manage, and run all aspects of your firm's IT infrastructure and solution landscape.
Technology Transition Advisory Services
Evaluate new software and plan for improvement.
Wilson Allen Life Cycle Solutions
See how Wilson Allen helps you through each phase of the client life cycle with specialized solutions and expertise.
Aderant Expert Consulting Services
Expedite the implementation of your firm’s Aderant Expert project with our consulting services.
Wilson Template Accelerator Package for Elite 3E
Save time and reduce the cost when preparing billing documents by customizing prebuilt best-practice templates.
Intapp Services Overview
Professional and technology services to help you implement, customize, and learn how to use Intapp products.
Business Process Improvement Service
Bridge the gap between your existing business processes and current needs to achieve you firm's strategic goals.
Innovation Forum Episode 5: Revenue Projections
In this month’s session, we discussed how understanding your past can better predict your future. Greg Murphy demonstrated how prior benchmarks - such as the performance around collections - can be used to make more accurate assessments of business projections.
Innovation Forum Episode 4: What you need to know about the Data Lake
Welcome to our community forum where our experts will share real-life examples of some of the latest-and-greatest things we’re working on in DATA and DATA SCIENCE. This session on What you need to know about the Data Lake with Greg Murphy, VP of Innovation and James Baldassarra, VP of Data Science is available to watch now.
Innovation Forum Episode 3: CLIENT CHURN
Client churn is a source of concern for many firms. During this community forum we discuss strategies for client retention and technology that you can use to develop insights.
Are your OPERATIONS ready for the move to cloud?
Many legal technology vendors are primarily, if not solely, focused on cloud delivery. And this now includes the big PMS vendors with 3E Cloud and Aderant Expert Sierra. So, where does that leave the hundreds of firms that have already invested in these as on-premise solutions? How will these firms go about moving to the cloud?
Destination cloud
In this podcast, we talk with DAC Beachcroft about their 3E implementation from the ground up in a native cloud environment.
Innovation Forum Episode 2: ROI on Marketing & BD Efforts
Welcome to our new community forum where our experts will share real-life examples of some of the latest-and-greatest things we’re working on in DATA and DATA SCIENCE. This session on ROI on Marketing & BD Efforts led by Greg Murphy, VP of Innovation is available to watch now.
Innovation Forum Episode 1: Client Segmentation on Financials
Welcome to our community forum where our experts will share real-life examples of some of the latest-and-greatest things we’re working on in DATA and DATA SCIENCE. The first session on Client Segmentation on Financials led by Greg Murphy, VP of Innovation is available to watch below
Wrong-Fit Client Segmentation
Watch this video where Liz McLaughlin (Data Scientist at Wilson Allen) describes how to leverage a data lake to combine previously siloed data from disparate systems, and build a holistic definition of (in this example) client health from a broad range of features.
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.
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.
Wilson Allen Overview
Watch our explainer video to see how Wilson Allen can assist your firm throughout every stage of the client life cycle.
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.
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.
Analytics Webinar Series 1: Practical Uses of AI to Mine Firm Data for Finance and Legal Marketing
Watch for a demonstration for how finance teams and legal marketers can perform self-service analytics to strengthen client relationships and drive revenue.
Analytics Webinar Series 2: Pandemic-Specific Revenue Projections: New Models for Greater Accuracy
In this webinar, we will demonstrate how prior benchmarks—such as the performance around collections – can be used to make more accurate assessments of business projections for 2020 and beyond.
Analytics Webinar Series 3: Legal Business Analytics-Unlocking Insight with Azure AI and Cognitive Services
In this session, Greg Murphy will offer a more detailed look at AI and machine learning models that firms can use to make better business decisions.
Legal CRM: Practical tips for aligning with client needs to drive growth (Part 1)
Watch part 1 of this 4 part webinar series to see how firms can meet the objectives of all key stakeholders by making small but important changes in how the firm uses CRM.
Legal CRM: Practical tips to align the firm with client needs to drive growth (Part 2)
Look at the key people, roles, responsibilities, and relationships needed to properly align the business to gain new clients, grow existing client relationships, and build a better brand.
Legal CRM: Practical changes that have a big impact on business performance (Part 3)
In part three, we’ll explore best practices for transformation. We’ll examine the metrics and discuss how to gain new clients, grow existing client relationships, and build a better brand.
Legal CRM: Bringing your technology stack together to improve business performance (Part 4)
In this webinar, we’ll explore how your business development and marketing tech stack supports your firm's growth strategies.
Wilson Template Accelerator Package for Elite 3E
If your firm is thinking of moving to Design Gallery (3E Templates), Elite 3E, or is currently using Enterprise, please download our on-demand webinar, where we take a look at the Wilson Template Accelerator package for Elite 3E.
The Domino Effect: Proven Strategies for Achieving Global Data Privacy Compliance
In this session we’ll review the current legislations and discuss its potential impact on legal marketing. We’ll share insights that your firm can implement to mitigate risk.
PM Forum: Conquering the CRM adoption imperative
In this webinar, we’ll discuss how firms can bridge the gap between the recognition that investing in marketing and business development technology is important to taking action to strengthen the position of your firm.
The Future is Client-Centric: How Leading Firms Are Harnessing Client Feedback, CRM, and BI As Competitive Differentiators
Client-centricity is a critical topic for modern professional services firms, especially now. How can your firm improve and maintain its competitive position given today’s business context?
Power BI Dashboard Templates for Elite, Aderant, and Other Data Sources
This webinar will review role-based Power BI templates developed for Elite, Aderant, and other data sources and discuss best practices for report design for personalization and distribution.
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.
Survey Results: Billing Life Cycle & Operations
Results of a client survey we conducted in April 2020, asking our user group community to provide feedback on how firms are managing the new realities of remote working.
Is Your Firm Ready for CCPA and its Domino Effect? 10 Things Your Firm Needs to Know
CCPA went into effect on January 1, 2020. Read this paper to learn how can your firm comply with this act and prepare for increasingly stringent data privacy regulations.
Six Critical CRM Trends: Keeping Pace with the Changing Business Landscape
Explore six critical trends that summarize the exciting changes taking place in the CRM market, so you can be better informed and prepared.
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.
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.
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.
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
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.
Segmentation for Client Success (Briefing Sept 2020)
Discover an easier way to measure and enhance your business development and marketing activity.
Risk Management: Processing the Case for Change (Briefing Nov 2020)
Despite the compelling reasons that motivate firms to move to a centralized model, many firms struggle with staffing decisions or buy-in to support change.
Briefing: Preparing for Every Contingency
How should your firm prepare it's IT infrastructure in light of recent events.
Redefining the CRM Agenda: Innovating How Law Firms Use Technology for Better Business Performance
See how firms are succeeding in their quest to use CRM technology to keep pace with changing market dynamics.
Navigating the CRM Landscape: 6 Key Questions to Position Legal Marketers for Success
How do you navigate through the decision process to derive the most value from CRM? Answer these six questions.
Growth Factors: Feb 2020 Briefing – COO Your Future
See how your firm can apply information and technology to make better business decisions and keep pace with today's business challenges.
Process Premises: Legal IT Landscapes 2020
Read Norm Mullock's take on the findings in the Briefings' Legal IT landscapes 2020 report including how the results match up with our experiences in the marketplace.
Standing Strong in a World of Technology Sea Change
Read our article in the spring 2019 issue of Peer to Peer magazine to see how your firm can maintain its footing amidst technology upheaval.
The client quid pro quo: To derive value from clients, make sure you’re first delivering it
Top performing law firms need to get better at meeting client expectations of value. Here's why.
Improving Performance, Streamlining Workflows, and More
Q&A with Michael Warren on how firms can get ahead in 2019
Training a lawyer for the 21st century
Part one of a two-part blog series with John Attinger, [...]
Latest acquisition creates one-stop shop for professional firms using Intapp
Wilson Allen’s growth continues apace and has taken a significant [...]
Data governance isn’t sexy but it is essential (Data series Part 2)
By James Baldassarra,VP, Data Sciences. This article is part of [...]
Six top tips to foster a data culture (Data series Part 1)
By James Baldassarra,VP, Data Sciences. This article is part of [...]
Alignment with vendor vital when assessing cloud options (Cloud Series Part 2)
By Russ Haskin, Senior Director, Business of Law Consulting For [...]
The path to the cloud’s silver lining (Cloud Series Part 1)
By Russ Haskin, Senior Director, Business of Law Consulting This [...]
An air of optimism at ILTACON 2022
Justin Farmer, EVP of Products & Services at Wilson Allen, [...]
Wilson Allen merger will enable the delivery of a broader range of high-demand services for customers
New company Chairman, Bruce Wilson, provides an overview of the reasons behind Wilson Allen’s merger with LAC Group.
What’s the thinking behind the iDEA?
Wilson Allen’s chief revenue officer Kaye Sycamore dives deeper into [...]
Is your tech ready for what happens next?
Until now, the goal for most software investments in professional [...]
Why billing automation is critical – and inevitable
Today, in most law firms, billing is a broken [...]
Modernizing Your Data and Analytics Approach to Drive New Thinking
Data is the energy source of the digital economy but [...]
Five Tips To Trim Software Implementation Costs
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
Evolving Law Firm Risk: Inside the Minds of Clients and Firm Management
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.
Adventures in Data Stewarding: Top Tips for Keeping It Clean
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.
The Goldilocks Principle: Getting Your Software Implementation Just Right
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]
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
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.
3 Ways Firms Are Using Data to Steer Through Today and Plan for Tomorrow
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
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]
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
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
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
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.
There to Here and Here to There, Meeting the Challenge To Be (Virtually) Everywhere
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.
Setting up Elite 3E Templates for Remote Printing
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
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
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
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.
How We Did It: Setting Up A Client Feedback Program to Enhance Performance
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
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
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
What can your firm do to prepare for an Enterprise migration or improve your processes if you’ve already begun? Read our expert tips.
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From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue GalleryFrom Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, Services, Software, Specialized Expertise
From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue
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
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.
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Why Your Firm Should Prioritize the Client Life Cycle GalleryWhy Your Firm Should Prioritize the Client Life Cycle
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, LawDrill Inquiry & Analytics, News, Press Releases, Publications, Resources, Services, Software, Specialized Expertise, Wilson Ideate, Wilson Proforma Tracker
Why Your Firm Should Prioritize the Client Life Cycle
Here's why traditional ways of working must evolve and how to make the transition.
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Mitigating Merger Woes through Careful Planning and Execution GalleryMitigating Merger Woes through Careful Planning and Execution
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, Services, Training, Uncategorized
Mitigating Merger Woes through Careful Planning and Execution
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.
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Under Pressure To Perform? Add CRM to Your BI Equation GalleryUnder Pressure To Perform? Add CRM to Your BI Equation
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, LawDrill Inquiry & Analytics, Services, Software, Specialized Expertise, Wilson Ideate
Under Pressure To Perform? Add CRM to Your BI Equation
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
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
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.
Five Ways Your Firm Should be Protecting Client Data
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
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
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.
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Centralized vs Decentralized: Which Conflicts Model Is Better? GalleryCentralized vs Decentralized: Which Conflicts Model Is Better?
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, Services, Specialized Expertise
Centralized vs Decentralized: Which Conflicts Model Is Better?
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.
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How to Build the Strongest Implementation Team: Who to Invite and Who to Avoid GalleryHow to Build the Strongest Implementation Team: Who to Invite and Who to Avoid
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, Services, Specialized Expertise
How to Build the Strongest Implementation Team: Who to Invite and Who to Avoid
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.
Better Strategic Planning: How to Be a Leader in a World of Lemmings
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
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
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.
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Challenging Analytics Complacency: 4 Key Areas Law Firms Should Be Targeting GalleryChallenging Analytics Complacency: 4 Key Areas Law Firms Should Be Targeting
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, LawDrill Inquiry & Analytics, Services, Software, Specialized Expertise, Wilson Ideate
Challenging Analytics Complacency: 4 Key Areas Law Firms Should Be Targeting
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.
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Better Strategic Planning: The Most Important Questions to Ask Before You Begin GalleryBetter Strategic Planning: The Most Important Questions to Ask Before You Begin
Accounting Firms, Advisory Services, Blog, Consulting Services, Financial Services, Industries, Law Firms, Services, Specialized Expertise
Better Strategic Planning: The Most Important Questions to Ask Before You Begin
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.
Succession Planning: The Problem with Procrastination
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.
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How Total Performance Management Can Help You Achieve a Stronger Bottom Line GalleryHow Total Performance Management Can Help You Achieve a Stronger Bottom Line
Blog, Consulting Firms, Consulting Services, Financial Services, Law Firms, Services, Software, Specialized Expertise, Wilson Ideate, Wilson Pricing & Planning
How Total Performance Management Can Help You Achieve a Stronger Bottom Line
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.
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New BI Software? How to Overcome Obstacles and Improve Outcomes GalleryNew BI Software? How to Overcome Obstacles and Improve Outcomes
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Law Firms, LawDrill Inquiry & Analytics, Services, Software, Specialized Expertise, Wilson Ideate, Wilson Pricing & Planning
New BI Software? How to Overcome Obstacles and Improve Outcomes
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
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.
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How Solid is Your Disaster Recovery and Business Continuity Plan? See How Your Firm Measures Up. GalleryHow Solid is Your Disaster Recovery and Business Continuity Plan? See How Your Firm Measures Up.
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, Services, Specialized Expertise
How Solid is Your Disaster Recovery and Business Continuity Plan? See How Your Firm Measures Up.
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
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
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.
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Disaster recovery and business continuity: Why now is the time to prepare for the worst GalleryDisaster recovery and business continuity: Why now is the time to prepare for the worst
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, Services, Specialized Expertise
Disaster recovery and business continuity: Why now is the time to prepare for the worst
Disaster recovery and business continuation procedures are becoming hot topics as law firms become increasingly dependent on data. For firms without a solid plan in place, the impact of unexpected events could be devastating.
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Four Key Areas of Planning and Execution to Help Streamline the Transition of Technology GalleryFour Key Areas of Planning and Execution to Help Streamline the Transition of Technology
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, Services, Specialized Expertise
Four Key Areas of Planning and Execution to Help Streamline the Transition of Technology
How can your firm make the most of a transition to new software? Focus on these four areas to uncover the strategic benefits of a system conversion or upgrade.
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Account Termination Policies: How to Uphold Security When Employees Leave GalleryAccount Termination Policies: How to Uphold Security When Employees Leave
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, Services, Specialized Expertise
Account Termination Policies: How to Uphold Security When Employees Leave
Law firms go to great measures to protect digital assets from outside forces. This same diligence needs to be applied to uphold security in regards to your employee base - past and present.
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Feeling Comfortable in the Cloud: Maximizing the Security of Digital Assets GalleryFeeling Comfortable in the Cloud: Maximizing the Security of Digital Assets
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, Services, Specialized Expertise
Feeling Comfortable in the Cloud: Maximizing the Security of Digital Assets
More and more law firms are looking to the cloud to meet their computing needs. But many are hesitant to make the leap into the cloud. Why? Security concerns.
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Time for New Practice Management Software? Stop Panicking and Start Planning for Improvement GalleryTime for New Practice Management Software? Stop Panicking and Start Planning for Improvement
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, Services, Software, Specialized Expertise
Time for New Practice Management Software? Stop Panicking and Start Planning for Improvement
In the next few years, almost every law firm will be in line for either an upgrade or conversion of their practice management system.
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Still Relying on Gut Instincts? Why Now Is Really the Time for Data-Driven Business Decisions GalleryStill Relying on Gut Instincts? Why Now Is Really the Time for Data-Driven Business Decisions
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, Services, Specialized Expertise
Still Relying on Gut Instincts? Why Now Is Really the Time for Data-Driven Business Decisions
When it comes to the practice of law, attorneys are taught to leave no stone unturned within a case. That same principle should apply to the business of law. Here's why.
Legal IT: Why Project Management Delivers the Greatest ROI
When planning a software upgrade or implementation, the industry rule of thumb is that you should allocate approximately 20% of the budget to project management.
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Top 5 Traits to Seek in a Law Firm Business Analytics Solution GalleryTop 5 Traits to Seek in a Law Firm Business Analytics Solution
Accounting Firms, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, LawDrill Inquiry & Analytics, Services, Software, Specialized Expertise, Wilson Ideate
Top 5 Traits to Seek in a Law Firm Business Analytics Solution
More than ever, law firms are focused on identifying ways to run and grow more profitably.
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How Important Are People? What Your Website Can Tell You GalleryHow Important Are People? What Your Website Can Tell You
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, Services, Software, Specialized Expertise, Wilson Ideate, Wilson Pricing & Planning
How Important Are People? What Your Website Can Tell You
The key to being an effective leader is hiring the right people.
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How Are Top Performing Law Firms Out Pacing Their Peers? See the Survey. GalleryHow Are Top Performing Law Firms Out Pacing Their Peers? See the Survey.
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, Services, Specialized Expertise
How Are Top Performing Law Firms Out Pacing Their Peers? See the Survey.
2016 Survey provides great insight into the trends that are reshaping the legal industry.
Keeping Pace With Market Trends. Is Your Firm Falling Behind?
Law firms must adapt if they want to keep pace with client demand and their own internal growth expectations.
Big Sale, This Weekend Only! Avoiding the Trap of Discounts
There are literally million dollar homes that are discounted by a dollar. Apparently to many that makes a difference.
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Associate Bonuses and Hourly Thresholds: Why Now is the Time to Consider a New Reward System GalleryAssociate Bonuses and Hourly Thresholds: Why Now is the Time to Consider a New Reward System
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, Services, Software, Specialized Expertise
Associate Bonuses and Hourly Thresholds: Why Now is the Time to Consider a New Reward System
To be productive members of the firm, it’s important that associates drive revenue.
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Building a Better Business Development Strategy : Finding Your Sweet Spot through Business Analytics GalleryBuilding a Better Business Development Strategy : Finding Your Sweet Spot through Business Analytics
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, Services, Software, Specialized Expertise
Building a Better Business Development Strategy : Finding Your Sweet Spot through Business Analytics
The ability of your law firm to thrive is predicated on one key pillar of growth – you must develop both new and existing business.
Battling the Basics: Reduce Lag to Improve Year-End Numbers
If there’s one thing your firm can do to help improve your year-end numbers, it’s battle lagging time entry processes. Here’s why.
Training and change management key to smooth Intapp Billstream implementation at Perkins Coie
At Perkins Coie—with more than 1000 lawyers billing more than a billion dollars a year - changing from manual billing to the Intapp Billstream online billing system was a potentially seismic event. The key to their smooth implementation? Training and change management.
Honigman delivers extra client value with comprehensive software skills training program
Honigman called upon specialist technology services company Wilson Allen to standardize the software skills of attorneys and support staff across more than a dozen firm-wide applications.
Innovation Forum Episode 5: Revenue Projections
In this month’s session, we discussed how understanding your past can better predict your future. Greg Murphy demonstrated how prior benchmarks - such as the performance around collections - can be used to make more accurate assessments of business projections.
Data sciences insight gives global law firm formula to help predict growth opportunities
McDermott Will & Emery recently completed a data sciences project with the help of legal IT services company Wilson Allen. As a result, the firm developed an automated method to score engagement with clients to help predict future opportunities.
Innovation Forum Episode 4: What you need to know about the Data Lake
Welcome to our community forum where our experts will share real-life examples of some of the latest-and-greatest things we’re working on in DATA and DATA SCIENCE. This session on What you need to know about the Data Lake with Greg Murphy, VP of Innovation and James Baldassarra, VP of Data Science is available to watch now.
Innovation Forum Episode 3: CLIENT CHURN
Client churn is a source of concern for many firms. During this community forum we discuss strategies for client retention and technology that you can use to develop insights.
Jargon Buster WA Data Science [infographic]
Check out our useful infographic which helps de-mystify the jargon around all things data science!
Are your OPERATIONS ready for the move to cloud?
Many legal technology vendors are primarily, if not solely, focused on cloud delivery. And this now includes the big PMS vendors with 3E Cloud and Aderant Expert Sierra. So, where does that leave the hundreds of firms that have already invested in these as on-premise solutions? How will these firms go about moving to the cloud?
Remote learning made easier with personalized content and relevant scenario-based learning
Arthur Cox engaged Wilson Allen to help it transform the delivery of training and onboarding to its workforce in response to the changing needs brought on by the pandemic.
Womble Bond Dickinson (US) implement right-sized CRM for more effective lead generation
Read how Am Law Top-100 law firm Womble Bond Dickinson (WBD) pushed ‘pause’ on a firm-wide CRM rollout just as Covid hit and used the time prudently to synthesize its CRM data and reassess its marketing and business development needs
Destination cloud
In this podcast, we talk with DAC Beachcroft about their 3E implementation from the ground up in a native cloud environment.
Innovation Forum Episode 2: ROI on Marketing & BD Efforts
Welcome to our new community forum where our experts will share real-life examples of some of the latest-and-greatest things we’re working on in DATA and DATA SCIENCE. This session on ROI on Marketing & BD Efforts led by Greg Murphy, VP of Innovation is available to watch now.
Innovation Forum Episode 1: Client Segmentation on Financials
Welcome to our community forum where our experts will share real-life examples of some of the latest-and-greatest things we’re working on in DATA and DATA SCIENCE. The first session on Client Segmentation on Financials led by Greg Murphy, VP of Innovation is available to watch below
Wrong-Fit Client Segmentation
Watch this video where Liz McLaughlin (Data Scientist at Wilson Allen) describes how to leverage a data lake to combine previously siloed data from disparate systems, and build a holistic definition of (in this example) client health from a broad range of features.
Data from multiple systems gives attorneys access to insightful information for Allen Matkins
Find out how prominent Californian law firm, Allen Matkins, worked with Wilson Allen to break down data silos between key line-of-business systems to give lead attorneys rapid visibility into their client accounts.
A force multiplier for training at BakerHostetler
Read how 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.
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.
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.
Choosing Wilson Allen to create enterprise-strength analytics at Davis+Gilbert
Ready why Davis elected to work with legal technology specialists Wilson Allen to create a business analytics platform to guide the firm’s strategic and operational decision-making.
Expert migration services simplify transition to new financial management platform
Learn how Mintz managed their complex migration from Enterprise to 3E with the legal technology expertise of Wilson Allen.
Bilzin Sumberg embraces strategic data management to gain real-time intelligence
Learn how Bilzin took action to maximize ROI related to CRM, competitive intelligence, and knowledge management
Focused data management consolidation creates platform for marketing success at Drewry Maritime
Read how Wilson Allen’s specialist CRM and data management practice to help it prepare for the deployment of a GDPR-ready, client-centric marketing platform that would provide a holistic view of clients and prospects and all of their interactions.
Training program helps lift law firm productivity and embeds positive attitude to future upskilling
Find out why Reinhart Boerner Van Deuren selected a training program offered by Wilson Allen to support it's commitment to professional development; to certify the technical skills of its associates and administrative assistants.
Keeping project outcomes on track during back-to-back legal technology implementations
Hear how we helped manage the complex and interdependent implementations which came about when Munger Tolles decided to replace its self-built process automation software with Intapp’s Conflicts and Intake solution.
Migrating conflicts processes and data with complete accuracy and minimal disruption
Read how McMillan upgraded to the latest version of Intapp Open, and used it for intake, conflicts, and implemented industry best practices across the enterprise with minimal disruption.
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.
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
Specialist Intapp training and support set up Fisher Phillips for solid return on investment
See how Fisher Phillips have reduced risk, increased technology efficiency, better client service and profitability when reviewing conflicts and opening new clients and matters.
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.
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.
Training Courseware List
Wilson Allen Training and Adoption Courseware List
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.
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.
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.
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.
Take a Phased Approach to CRM Transformation
For firms ready to take the next step toward CRM transformation, Wilson Allen not only explains what’s possible, but can help you get there.
Segmentation for Client Success (Briefing Sept 2020)
Discover an easier way to measure and enhance your business development and marketing activity.
Risk Management: Processing the Case for Change (Briefing Nov 2020)
Despite the compelling reasons that motivate firms to move to a centralized model, many firms struggle with staffing decisions or buy-in to support change.
Survey Results: Billing Life Cycle & Operations
Results of a client survey we conducted in April 2020, asking our user group community to provide feedback on how firms are managing the new realities of remote working.
Analytics Webinar Series 1: Practical Uses of AI to Mine Firm Data for Finance and Legal Marketing
Watch for a demonstration for how finance teams and legal marketers can perform self-service analytics to strengthen client relationships and drive revenue.
Analytics Webinar Series 2: Pandemic-Specific Revenue Projections: New Models for Greater Accuracy
In this webinar, we will demonstrate how prior benchmarks—such as the performance around collections – can be used to make more accurate assessments of business projections for 2020 and beyond.
Analytics Webinar Series 3: Legal Business Analytics-Unlocking Insight with Azure AI and Cognitive Services
In this session, Greg Murphy will offer a more detailed look at AI and machine learning models that firms can use to make better business decisions.
Legal CRM: Practical tips for aligning with client needs to drive growth (Part 1)
Watch part 1 of this 4 part webinar series to see how firms can meet the objectives of all key stakeholders by making small but important changes in how the firm uses CRM.
Legal CRM: Practical tips to align the firm with client needs to drive growth (Part 2)
Look at the key people, roles, responsibilities, and relationships needed to properly align the business to gain new clients, grow existing client relationships, and build a better brand.
Legal CRM: Practical changes that have a big impact on business performance (Part 3)
In part three, we’ll explore best practices for transformation. We’ll examine the metrics and discuss how to gain new clients, grow existing client relationships, and build a better brand.