Video
Watch webinars and videos on-demand,
on topics across our wide range of expertise
The lateral integration challenge
Our panel of law firm leaders and expert service providers will discuss the lateral integration challenge.
The Technology Adoption Challenge of the 21st Century Lawyer
As firms acquire new tools, the training and adoption journey is creating new challenges for in-house Professional Development resources.
Optimize Intapp for Higher ROI
Intapp’s vision for the ‘connected firm’ is one that breaks down the silos of people, process, and data. Those firms that use their Intapp applications in this way can gain valuable insights into their key business processes, and all-important client relationships.
Innovation Forum Episode 6: The Power and Potential of ChatGPT
In this month’s session, we chatted about the power and potential for ChatGPT in the legal industry.
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.
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?
Wilson Allen Overview
Watch our explainer video to see how Wilson Allen can assist your firm throughout every stage of the client life cycle.
Optimize Intapp for Higher ROI
Intapp’s vision for the ‘connected firm’ is one that breaks down the silos of people, process, and data. Those firms that use their Intapp applications in this way can gain valuable insights into their key business processes, and all-important client relationships.
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.
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.
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.
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.
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.
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.
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.
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?
The lateral integration challenge
Our panel of law firm leaders and expert service providers will discuss the lateral integration challenge.
The Technology Adoption Challenge of the 21st Century Lawyer
As firms acquire new tools, the training and adoption journey is creating new challenges for in-house Professional Development resources.
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.
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.
Innovation Forum Episode 6: The Power and Potential of ChatGPT
In this month’s session, we chatted about the power and potential for ChatGPT in the legal industry.
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.
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.
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.
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.
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.