Marketing & BD

Prebuilt best-practice templates to speed time to value for firms looking to customise invoices, proformas, and billing statements

vThe Wilson Template Accelerator package includes the templates selected, a strategy session, and a number of services hours as needed based on the scope of work. The chosen templates are then immediately available in a pilot environment, or they can be installed in parallel for firms that already have existing 3E Template solutions, such as Word Designer or Crystal Reports.

In this no-cost online seminar you will discover:

If you’ve been asked to write a blog for your firm’s website or have taken it upon yourself to do so because you’ve heard “blogging is good for business”, you may be asking yourself “what’s the point?”. The good news is, that’s exactly the right question to be asking.

OnePlace team joins Intapp to deliver a unified client lifecycle solution for the professional services industry

Intapp today announced it has acquired OnePlace, a leading provider of cloud-based solutions for marketing and business development teams. Intapp and OnePlace are joining forces to address the growing need for a unified front office solution spanning the client lifecycle that helps firms cultivate key relationships, drive growth, and better compete in their modern marketplace.

Do your clients believe your firm’s services are good value given the cost? If you don’t know the answer to that question, how can you be sure your clients will call on you the next time they have a need? I would argue that the next imperative facing business developers is how to connect the dots between their client feedback data and their other client development intelligence.

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Law firm Gilbert + Tobin has established a reputation for innovative delivery of legal services. In 2018, for example, after a search of the legal technology market, it developed its very own tool to automate the verification process for an initial public offering (IPO) – a process that has remained largely unchanged for two decades.

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Ed Pickard has joined Miller as part of a concerted effort by its leading Professions team to redefine the insurance market’s approach to large law firms. He will head up the UK Professions retail team, with a focus on expanding Miller’s Professions offering to the top 250 law firms and other larger professional practices.

Ed’s role will include further enhancing Miller’s proactive and proven approach with UK professionals, using his considerable industry experience to develop the offering for our clients’ benefit.

Third UK-Top 100 national law firm and tenth worldwide chooses Wilson Proforma Tracker to automate the work-to-bill life cycle.

I was with a client earlier this week and the topic of conversation turned to how they can track the effectiveness of some SEO and PPC that they were considering? The firm has a turnover of c. £12m with a marketing budget of 2.4% of turnover i.e. c. £290,000.  Not too shabby (they could spend more of course).  Marketing theory says to grow turnover by double digits every year you should spend between 5% - 8% of turnover.

Staff at WBD will be able to work effortlessly across applications for PDF file editing, document comparison, and data protection thanks to a common user interface.

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