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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…
Working as a legal consultant for two decades, I am pleased with the development of a recent trend. No, it’s not my greying hair, it’s the breaking down of operational silos. This trend is good news for law firm marketing and business development teams. If your firm isn’t on board with this concept just yet, here’s why it should be. Bolstering business development For too long, finance alone owned the firm’s financial metrics, marketing kept…
After facilitating many technology implementations, you learn the rewards and challenges of collaborating with a broad cross-section of colleagues who have varying levels of comfort with computer applications. Some adopt technology more readily than others. Law firms realize the greatest value from new technology when users actually use it – and use it well. How can you accelerate the adoption of new technology and the competency of the more reluctant members of your team? Here…
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 who are still transitioning are feeling the impact in spades, driving many to conclude that now’s the time prioritize digital billing. Here are the top reasons why: 1) Greater speed and accuracy of bill…
You may recognize that the title of this blog post is based on a line from the classic children’s book, One Fish Two Fish Red Fish Blue Fish. But Dr. Seuss ended his quote better. It was: “From there to here, from here to there, funny things are everywhere.” Funny is a difficult mood these days. April 1, 2020 was no April Fool’s joke. We are experiencing a new way of living and working due…
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 with very little disruption to our business and our ability to serve our clients. To that end, our consulting services team has fielded many questions from clients around the ability to print 3E templates from…
By Darryl Cross, Practice Group Leader, Professional Service Firm Leaders and Partners, Intapp and Michael Warren, VP, CRM Practice, Wilson Allen 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 siloed systems and teams. In part two of our four-part Intapp and Wilson…
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 more focused on business development to drive growth. During a recent webinar, Michael Warren, Vice President at Wilson Allen, discussed the industry’s key challenges candidly: Firms have a history of working in silos Analytics and reporting have been overly focused…
Download the thought leadership paper: US version | EMEA version Many believe the United States will, in time, adopt data privacy regulations similar to those in Europe and Canada. Consider the California Consumer Privacy Act (CCPA), which grants residents of California various rights regarding any personal information collected about them by a business. CCPA went into effect on January 1, 2020, with the enforcement of these regulations taking place as soon as six months…
By Suki Sahansara, Senior Director, Client Success, Wilson Allen In a recent survey by The Legal Intelligencer, law firm managing partners ranked client surveys as one of the most effective marketing tools, yet 66.6% of respondents don’t use them regularly. Why this disconnect? It appears firms see value in soliciting client feedback but have not prioritized their use. But by not deploying a client feedback program and using the results as a tool for business…