Wilson Allen

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…
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…
There is unprecedented change in the world – personally, professionally, socially, and economically. What the ripple effect of the COVID-19 pandemic will be on the legal industry is still not fully understood. However, different law firms and different practice groups within those law firms are likely to experience changes relative to an overall market shift. What can firms do to be in the best position for what comes next? Many are turning to CRM. In…
The impact of the global pandemic has made risk real to everyone. All of us are thinking about risk for our families, teams, and businesses. And as the world faces this event together, and looks forward to recovery, we must build resilience to deal with uncertainty and risk. One way law firms can do so is by taking steps now to make business process improvements. But also by preparing for the uptick in work that…
Professional services firms are under ever-increasing pressure to achieve performance and profitability goals. Yet many firms are holding on to dated “Field of Dreams” business models (i.e., if you build it, they will come). That approach may have worked for Kevin Costner’s character in the 1989 movie, but not so much in the real world. It’s pure fantasy to think that to make more money you just have to have more billable hours to offer…
It was early spring 2020, and two members of the professional services team at Wilson Allen were putting the finishing touches on the go-lives for two multi-year Elite 3E implementations. In each case, the Wilson Allen team members served as project managers. Each faced the challenges of bringing software live in a remote environment. Here’s how they did it, providing insight into how firms can advance technology projects while working remotely. Switching from on-site to…