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Blog2023-03-01T06:56:40+00:00

Blog

See what our industry thought leaders have to say about the latest legal technology trends and topics.

Latest acquisition creates one-stop shop for professional firms using Intapp

Feb 22 2023|By , Marketing|

Wilson Allen’s growth continues apace and has taken a significant step forward with the recent acquisition of Aurora North’s Intapp [...]

Alignment with vendor vital when assessing cloud options (Cloud Series Part 2)

Nov 23 2022|By , Senior Director, Business of Law|

By Russ Haskin, Senior Director, Business of Law Consulting For parts one and three: The path to the cloud’s silver [...]

Wilson Allen merger will enable the delivery of a broader range of high-demand services for customers

Aug 19 2022|By , Marketing|

New company Chairman, Bruce Wilson, provides an overview of the reasons behind Wilson Allen’s merger with LAC Group.

Modernizing Your Data and Analytics Approach to Drive New Thinking

Nov 30 2021|By , |

Data is the energy source of the digital economy but making it valuable is difficult. Professional services firms need strategies [...]

Five Tips To Trim Software Implementation Costs

Jun 22 2021|By , Senior Director Implementations, North America|

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|By , Director, Implementations EMEA|

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|By , Marketing|

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|By , Marketing|

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|By , Director, Client Intake​|

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|By , Senior Director, Business of Law|

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|By , Vice President, Data & Analytics|

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|By , VP, Client Development & Intake|

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|By , VP, Client Development & Intake|

Professional services firms are placing much greater emphasis on client centricity. A fundamental representation of this emphasis is tied to how firms measure success.

5 Scenarios that Illustrate Why You Should Keep Non-Production Environments In Sync

Mar 3 2021|By , Director, Systems and Information Security|

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|By , Senior Director, Business of Law|

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|By , Marketing|

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.

Three Growing Trends Legal Marketers Need to Prepare for in 2021

Jan 25 2021|By , CRM Consultant|

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.

Why Security Awareness Training Should Be On Every Firm’s Holiday Shopping List

Nov 23 2020|By , Director, Systems and Information Security|

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|By , Senior Director of 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

Oct 15 2020|By , Senior Risk Consultant|

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.

Bringing Together Technology and Data to Improve Performance [Legal CRM Webinar Recap]

Jul 14 2020|By , Marketing|

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|By , Senior Business Consultant|

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

Jun 23 2020|By , Director, Client Intake​|

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|By , Senior Director, Business of Law|

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|By , Marketing|

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|By , Senior Risk Consultant|

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.

The Opportunistic Marketer: Making a Case for Collaboration for Greater Strategic Value

May 22 2020|By , Senior Director, Business of Law|

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

Apr 8 2020|By , Manager, Systems and Compliance|

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.

How We Did It: Setting Up A Client Feedback Program to Enhance Performance

Dec 19 2019|By , Vice President, Customer Success|

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|By , Director, Systems and Information Security|

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|By , VP, Client Development & Intake|

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|By , Senior Director, Financial Data Governance|

What can your firm do to prepare for an Enterprise migration or improve your processes if you’ve already begun? Read our expert tips.

From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue

May 22 2019|By , VP, Client Development & Intake|

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|By , Marketing|

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.

Why Your Firm Should Prioritize the Client Life Cycle

Mar 25 2019|By , VP, Client Development & Intake|

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|By , Senior Director, Business of Law|

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.

Under Pressure To Perform? Add CRM to Your BI Equation

Feb 9 2019|By , Director, Wilson Proforma Tracker|

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 Your Firm Should be Protecting Client Data

Nov 26 2018|By , Director, Systems and Information Security|

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|By , Director, Client Intake​|

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|By , Vice President, Sales|

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|By , Senior Risk Consultant|

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.

How to Build the Strongest Implementation Team: Who to Invite and Who to Avoid

Aug 6 2018|By , Vice President, Financial Systems|

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

Jun 11 2018|By , Senior Director, Business of Law|

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|By , Senior Director Implementations, North America|

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|By , Director, Implementations EMEA|

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|By , Vice President, Strategy|

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|By , Senior Director, Business of Law|

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

Sep 5 2017|By , Senior Director, Business of Law|

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 , Vice President, Data & Analytics|

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|By , Senior Business of Law Consultant|

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|By , Director, Implementations EMEA|

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|By , Director, Systems and Information Security|

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|By , Senior Business of Law Consultant|

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|By , Vice President, Financial Systems|

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.

Disaster recovery and business continuity: Why now is the time to prepare for the worst

Sep 22 2016|By , Director, Systems and Information Security|

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.

Four Key Areas of Planning and Execution to Help Streamline the Transition of Technology

Aug 16 2016|By , Senior Director, Business of Law|

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.

Account Termination Policies: How to Uphold Security When Employees Leave

Jul 26 2016|By , Director, Systems and Information Security|

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.

Feeling Comfortable in the Cloud: Maximizing the Security of Digital Assets

Jun 2 2016|By , Senior Business of Law Consultant|

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.

Time for New Practice Management Software? Stop Panicking and Start Planning for Improvement

May 3 2016|By , Senior Director, Business of Law|

In the next few years, almost every law firm will be in line for either an upgrade or conversion of their practice management system.

Still Relying on Gut Instincts? Why Now Is Really the Time for Data-Driven Business Decisions

Mar 16 2016|By , Senior Director, Business of Law|

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

Mar 8 2016|By , Director, Implementations EMEA|

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.

Top 5 Traits to Seek in a Law Firm Business Analytics Solution

Feb 23 2016|By , Vice President, Innovation|

More than ever, law firms are focused on identifying ways to run and grow more profitably.

How Important Are People? What Your Website Can Tell You

Jan 29 2016|By , Managing Director and CEO|

The key to being an effective leader is hiring the right people.

How Are Top Performing Law Firms Out Pacing Their Peers? See the Survey.

Jan 14 2016|By , Senior Director, Business of Law|

2016 Survey provides great insight into the trends that are reshaping the legal industry.

Keeping Pace With Market Trends. Is Your Firm Falling Behind?

Dec 14 2015|By , Senior Director, Business of Law|

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

Nov 5 2015|By , Senior Director, Business of Law|

There are literally million dollar homes that are discounted by a dollar. Apparently to many that makes a difference.

Associate Bonuses and Hourly Thresholds: Why Now is the Time to Consider a New Reward System

Oct 15 2015|By , Senior Director, Business of Law|

To be productive members of the firm, it’s important that associates drive revenue.

Building a Better Business Development Strategy : Finding Your Sweet Spot through Business Analytics

Sep 30 2015|By , Senior Director, Business of Law|

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

Sep 14 2015|By , Senior Director, Business of Law|

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.

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