Wilson Allen

Who are your clients? What are your practice groups? Who are the responsible attorneys for a client? What dates did you open or close a matter? In what industry is a client? These are all common questions regularly asked at law firms around the world. With each inquiry, you would expect each area of operation within the firm to provide a consistent answer. However, if a lawyer asks these questions to finance, marketing, intake, or…
In today’s mature legal market, law firms need to do everything they can to be more competitive. Firms need urgently to examine the status quo and see what to do to gain an edge.  To attract and keep clients, provide excellent customer service, and work more efficiently, especially with remote work scenarios, attorneys need to be more technologically competent. Many firms are offering, or being asked to provide, alternative fee arrangements, where productivity will impact…
By Paul Rayment, Director, Implementations EMEA Top-notch technology has moved beyond “nice to have” for most professionals – it’s a necessity and, in many cases, a competitive differentiator. Therefore, when implementing new technology, professional services firms must do everything possible to make sure technology is chosen, implemented, and rolled out with as much speed, precision, and ease as possible. This post will address what is arguably the most challenging part of that process – the…
By Jason Kennedy, CRM Consultant, Wilson Allen 2020 is (thankfully?) over. But looking ahead into 2021, there will be a lot that has changed in legal marketing due to everything brought to bear in the previous year. But what does that look like in real-world terms? Now that law firms are beginning to scale back their pandemic-related austerity measures, some emerging trends in legal marketing are beginning to reveal themselves. Depending on the firm, these…
Dear Santa, It’s just past the Thanksgiving holidays and I’m trying to get into the festive spirit. But 2020 has been a challenging year. I’m writing to you from my living room/office, where I’ve worked for much of the last nine months. I don’t mind, really. The cat is good company, and she actually knows how to work Zoom better than me! But I’ve not been able to mix with my colleagues or visit clients…
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…
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…
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…