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Latest from Wilson Allen

By Alex Klamkin, Director, Systems and Information Security, Wilson Allen It’s that time of year again when many people start to think about holiday shopping. For this year’s shopping season, analysts are forecasting an even greater shift toward online shopping.[1] With the lines of home and work all but erased for many people, more and more employees are likely to use work equipment for personal means. In doing so, they may inadvertently expose the…
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A technology project is a success only when it’s well-conceived, planned, and implemented – and when the users fully adopt the new system. Adoption only happens when communication, training, and support are equally well-conceived, planned, and implemented. And with the proliferation of applications, the complexity of business processes, and more stringent requirements around information governance, security, and privacy – achieving adoption can be challenging. How can your firm derive greater value from its investments in…
EVENT RECAP: Before, During, and After: Tales of Digital Billing Transformation  Since digital transformation is a topic of great interest, especially related to finance processes, Wilson Allen recently hosted a panel session and invited representatives from three firms to provide insight into critical aspects of many phases of the paper-to-paperless proforma transformation. Panelists included Leslie Butler, manager, business systems and evidence, SEA, Ltd. (S-E-A), Ronald Gagne, manager of Billing at Mintz, and Joshua Figurski, deputy…
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By Patrice Kennard, Senior Risk Consultant, Client Development and Intake Group, Wilson Allen and Mike Madden, Senior Business Consultant, Client Development and Intake Group, Wilson Allen Connection, Communication, and Exchange of Perspectives What do law firm management and client leaders consider to be the most effective conflicts and risk policies, practices, and priorities? We sought to answer that question during a recent panel session Wilson Allen hosted that brought together conflicts and risk experts from…
From The Data Stewarding Team at Wilson Allen With the rising tide of data in our increasingly digital world, professional services firms are in dire need of better data management strategies. Add globalization and greater emphasis on client relationship management, and the need for clean and accurate data from across the client engagement life cycle is even more apparent. After all, you can’t build, nurture, and expand relationships if you’re working with information that’s inaccurate…
If you are about to embark on a significant software implementation project within your organization or are already along that journey, then negotiating the many variables for project success will likely be forefront in your mind. How can your firm maximize the chances of reaching that elusive go-live successfully – within scope, time, and budget and to the desired quality – especially given the disruption caused by the global health pandemic? Whether your implementation team…
By Michael Warren, VP, CRM Practice, Wilson Allen and Chris Raymond, Practice Group Leader, Marketing & Business Development, Intapp Throughout a four-part legal CRM webinar series, Intapp and Wilson Allen shared industry best practices around legal CRM implementations. Subject-matter experts offered practical tips for aligning a law firm’s people, processes, and data with client needs to drive growth. In the final webinar of the series, Intapp’s Christopher Raymond and Wilson Allen’s Michael Warren focused on…
Around the world, law firms of all sizes have taken on different approaches to how they manage their risk and compliance obligations. The irony is – some of these approaches have associated risks as well. 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. Centralized or decentralized? This dilemma has been a question many law firms have…
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In these times, law firms and professional services organizations are having to think on their feet. We’re all adapting to a fast-moving landscape and adjusting our business practices to deal with lock downs, travel bans, and the health and safety of staff. We have seen how quickly firms have adapted to changes to working location and remote enablement. As the dust settles [a little] on this area of focus, we see firms turning back to…
In late 2008, the news broke that a prominent law firm was planning to lay off staff and younger timekeepers. As the economy was heading into the great recession, it was no surprise that this firm and others were assessing their situation and making tough choices. Shortly after that, I was speaking a conference surrounded by leaders of major law firms. These visionaries who had achieved enviable success fell into a common refrain about their…