Wilson Allen: Preparing for every contingency

Blog post - 14/05/2020 : elite 3e, wilson allen, Technology

In our daily lives, we’re so accustomed to technology, we barely give it a second thought. That is unless our systems stop working, or they’re working slower than we’d like. Then it gets our attention. Beyond the personal...

Wilson Allen webinar: Jump start the creation of billing documents for Elite

Event - 07/05/2020 : elite 3e, wilson allen, Finance, Webinars

Our team of Elite 3E Templates experts has successfully completed more than 50 3E Templates implementations and countless custom bill templates for clients.

We've applied our expertise to develop the Wilson Template Accelerator package...

Wilson Allen introduces CRM toolkit for professional services firms

News Article - 07/05/2020 : elite 3e, wilson allen, Marketing & BD

Wilson Allen, provider of consulting services and software that enable professional services firms to enhance business performance, today announced the availability of its CRM Toolkit, designed to help professional service firms manage data more...

Wilson Allen: Time to transition to digital billing – the top five reasons

Blog post - 28/04/2020 : elite 3e, wilson allen, Finance

Has there ever been a time when the pain of paper-based proforma management processes was more evident? Unlikely. Law firms that have made the transition to digital are experiencing little to no disruption as a result of working from home. Those...

Wilson Allen overview

Video - 02/04/2020 : elite 3e, wilson allen, Practice Management, Practice Management

To be competitive, today’s professional services firms must adopt a more strategic approach to operations. This includes the systems you use and how you use the data within those systems. By freeing the flow of information across the client...

Wilson Allen: Setting up Elite 3E templates for remote printing

Resource - 02/04/2020 : elite 3e, wilson allen, Practice Management, Practice Management

We hope you are well and that the implications of the global coronavirus outbreak have been manageable for you both personally and professionally. At Wilson Allen, we have been fortunate in that we’ve been able to transition to remote work...

Wilson Allen: Driving growth by addressing 3 key aspects of legal CRM

Resource - 02/04/2020 : elite 3e, wilson allen, 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.

Every firm has hurdles to overcome – from data quality issues to...

Wilson Allen: Aligning technology with client needs to drive business growth

Resource - 02/04/2020 : elite 3e, wilson allen, Technology, Technology

In today’s professional services marketplace, marketing and business development teams find themselves faced with a new set of challenges. Where new clients once came knocking with a seemingly limitless supply of work, firms must become...

TLOMA webinar: The opportunistic marketer: Using metrics and analysis to drive growth

Event - 01/04/2020 : elite 3e, wilson allen, Practice Management, Practice Management, Webinars

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

Marketing and business development professionals are under greater pressure to demonstrate a return on investment...

Live or on demand webinar: The domino effect: Proven strategies for achieving global data privacy compliance

Event - 01/04/2020 : elite 3e, wilson allen, Practice Management, Practice Management, Webinars

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...

Live or on demand webinar: The future is client-centric: How leading firms are harnessing client feedback, CRM, and BI as competitive differentiators

Event - 01/04/2020 : elite 3e, wilson allen, Practice Management, Practice Management, Webinars

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...

Drew O’Neill joins Wilson Allen as account executive

News Article - 31/03/2020 : elite 3e, wilson allen, Practice Management, Practice Management

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...

Michael Warren at Wilson Allen on three attitudes to CRM

Blog post - 17/02/2020 : elite 3e, wilson allen, Practice Management, Practice Management

It seems appropriate to debut my first ever column in Briefing, at the start of a new decade, by looking to the future. As firms think about their growth strategies for the next five years, many are doubtless considering how to face a number of...

Anne Reavis joins Wilson Allen as a CRM consultant

News Article - 24/01/2020 : elite 3e, wilson allen, Marketing & BD, Marketing & BD

Wilson Allen, provider of consulting services and software that enable professional services firms to enhance business performance, today announced that Anne Reavis has joined the company as a CRM consultant. In this capacity, Reavis will work as...

Bevan Brittan launches Wilson Proforma Tracker to streamline billing processes and increase invoice accuracy

News Article - 22/01/2020 : elite 3e, wilson allen, Marketing & BD, Marketing & BD

Wilson Allen, provider of consulting services and software that enable professional services firms to enhance business performance, today announced that Bevan Brittan LLP has gone live with Wilson Proforma Tracker software, enabling the firm to...