Practice Management

Practice Management

While many firms have a common goal in mind – connect with clients in ways to drive growth – the journey to accomplish this goal is anything but typical.

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Join us for a free training session on Wednesday 8th April at 2pm where we share our Top 10 Tips on Excel when working from home. Our training experts will take you through helpful hacks so dealing with data on Excel isn’t so painful.

What we will cover:

Working with lists

  • Format as table
  • Sort and Filter
  • Remove Duplicates
  • Insert Slicer


Join us for a 30-mins, bi-weekly webinar and enjoy expert advice on the most commonly asked questions about Microsoft Teams. Presented by our in-house Teams expert, Fergus Wilson.

Every week we will address the latest topics being raised by our customers and community and we’ll share Fergus’s top tips and advice on how best to handle them.

Our first bite-sized webinar:

Join speaker Russ Haskin for an informative marketing/finance session, sponsored by Wilson Allen.

Professional services firms need to prepare for increasingly stringent data privacy regulations. Learn how your firm can comply.

CASL, GDPR, and now CCPA. It’s clear that professional services firms need to prepare for increasingly stringent data privacy regulations. 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 including:

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?

During this webinar, Kat Kocurek, VP of Marketing from ClearlyRated and Michael Warren, VP, CRM Practice from Wilson Allen, will present an outcomes-driven methodology for helping your law firm become more client-centric. From gathering client feedback, to integrating client experience data throughout your CRM and other relationship management systems, our presenters will cover:

Did you know Quill provides an electronic library of over 2,000 statutory forms and e-submissions to key agencies? With current working-from-home government measures becoming increasingly longer term in the united battle against COVID-19, law firms using printed legal forms need to switch to an electronic alternative as a matter of urgency. Similarly, if practices are already using electronic forms but unhappy with their provider, there’s no time to lose in finding a replacement.

Wilson Allen, provider of consulting services and software that enable professional services firms to enhance business performance, today announced that Drew O’Neill has joined the company as an account executive to keep pace with growing interest in the company’s Wilson Proforma Tracker software, which simplifies the preparation and validation of proformas.

It is very clear to see that things can change within a short amount of time. In light of the recent Covid-19 developments, we have seen just how quickly the traditional office can become obsolete for some. Through what has been an unusual and unpredictable time one thing is for certain, remote working is the new normal, especially for law firms.

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Due to the rise of big data, organizations have accumulated surpluses of structured and unstructured data that negatively impacts a business’s ability to function efficiently. To address these issues, organizations are implementing storage, governance, and utilization strategies that often lead to higher levels of success and profitability. These strategies include use of technologies such as application integration and synchronization, and migration to cloud-based repositories.   

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