By Alex Klamkin, Director, Systems and Information Security
Hundreds of professional services firms worldwide rely on 3E by Thomson Reuters Elite as their enterprise and financial management platform. Because the platform is responsible for helping firms manage all critical business
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Why Your Firm Should Up Its Master Data Management Game
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
Upskilling to Get Ahead: Using Technology Adoption to Achieve Competitive Advantage
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
Project Management Best Practices: Five Key Areas of 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
Three Growing Trends Legal Marketers Need to Prepare for in 2021
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
Dear Santa: A Partner’s Plea for CRM Strength and Success
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
Why Security Awareness Training Should Be On Every Firm’s Holiday Shopping List
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.
Want to Derive Greater Value from Technology? Take A Goal-Based Approach to Training
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
Event Recap: Tales of Digital Billing Transformation
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
Evolving Law Firm Risk: Inside the Minds of Clients and Firm Management
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