Financial Services
Helping financial services firms rethink the entire engagement lifecycle.
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Financial services firms are challenged to comply with complex regulations and meet growing client-service expectations in the most efficient way possible. They are also driven to outpace the competition and increase market share while growing profitability.
As a result, firms are rethinking their approach to the entire engagement lifecycle — and they’re looking to software from providers such as Intapp to help them achieve these objectives.
As a certified services partner for Intapp, Wilson Legal Solutions can help firms improve business acceptance processes and enhance control room functions.
Our implementation, consulting, technical, and advisory services are certified for all Intapp products including Intapp Intake, Conflicts, Terms, Flow, and Walls software.
Explore Wilson Legal Solutions
Read our overview brochure to see how our industry-focused products and services can help your firm maximize its return on software investments and realize unprecedented value across your organization.
News & Blog Posts about Financial Services
Under Pressure To Perform? Add CRM to Your BI Equation
Feb 19 2019
It’s pure fantasy to think that to make more money, you just have to have more billable hours to offer clients. Here’s how to succeed in today’s environment.
Five Ways to Prepare for 3E Templates
Feb 1 2019
Is your firm moving its billing processes to 3E? Read tips from our 3E and Design Gallery specialists to help you save time and get a better end result.
Breaking Down the Complexity of 3E Data Structures
Jan 4 2019
When going from Elite Enterprise to Elite 3E, firms must adapt to an increase in the number of data tables. Here’s what database administrators, finance teams, and accounting need to know.
Wilson Legal Solutions and Star Americas Partner to Enhance Accounting Practice Management
Nov 30 2018
Wilson and Star Americas Software Solutions today announced a strategic business partnership. Wilson joins Star in offering professional, technical, and advisory services for its practice management software and Wilson will make available advanced analytics solutions to enhance the software.
Five Ways Your Firm Should be Protecting Client Data
Nov 26 2018
Law firms are the hubs of a staggering array of confidential data. Protecting client data requires a holistic and layered approach. Here are five practical ways you can strengthen your firm’s efforts.
Need to Change Your PMS? Three Reasons to Consider ERP
Nov 6 2018
A rising number of firms are opting for a move into the ERP world. Why? Here are three reasons firms are considering the road less traveled.
Two Key Roles Essential to System Conversion Success
Oct 23 2018
Why is it that some system conversions go well, and some don’t? Ultimately it comes down to two critical areas. Here’s how to address them.
Centralized vs Decentralized: Which Conflicts Model Is Better?
Oct 20 2018
Conflicts and business intake are part of an expanding risk management and compliance function that spans legal business and operations. Explore if a centralized or decentralized approach works best for identifying and clearing conflicts of interest.
Wilson Legal Solutions Welcomes Colleen Osborne As Account Executive
Sep 20 2018
Wilson Legal Solutions, a leading provider of software and services that help professional services organizations improve business performance, today announced that Colleen Osborne has joined the company to accelerate its growth outside of the legal industry.
Wilson Legal Solutions, Stanton Allen, and Introhive Form a Services Partnership
Aug 9 2018
Wilson Legal Solutions is pleased to announce the formation of a services partnership with Introhive, a leader in relationship intelligence and CRM automation for professional services firms.
How to Build the Strongest Implementation Team: Who to Invite and Who to Avoid
Aug 6 2018
Whom you choose to fill key roles and responsibilities can have a major impact on the outcome and ROI. Here are tips for forming the strongest team.
Mills & Reeve Selects Wilson Proforma Tracker to Enhance Billing Workflow and Collaboration
Jul 24 2018
Mills & Reeve, a leading UK law firm that provides comprehensive legal advice to businesses and individuals, has selected Wilson Proforma Tracker software to enhance its billing workflow, collaboration, and efficiency.
Better Strategic Planning: How to Be a Leader in a World of Lemmings
Jun 11 2018
Firms are successful in strategic planning when deciphering reality from fiction using competitive intelligence and market awareness.
Wilson Legal Solutions and Stanton Allen Ltd. Sign Definitive Merger & Acquisition Agreement
May 17 2018
Wilson Legal Solutions and Stanton Allen Ltd. today announced a definitive merger and acquisition agreement to consolidate operations into a united company.
Five Ways to Reduce Post-Implementation Sticker Shock
May 15 2018
Focus on these five areas to be better able to determine exactly what you’re signing up for to avoid surprises later.
Wilson Legal Solutions Welcomes Lindsay Barthram As Director of Consulting Services, EMEA
Apr 17 2018
Wilson Legal Solutions, a leading provider of software and services that help law firms and professional services organizations improve business performance, today announced that Lindsay Barthram has joined the company as director of consulting services for its EMEA operations.
Wilson Legal Solutions Acquires Francisco Consulting Group and LawDrill Applications
Mar 15 2018
Wilson Legal Solutions today announced it has acquired Francisco Consulting Group and the company’s LawDrill suite of inquiry and analytics applications. Jose Hernandez, president of Francisco Consulting Group, is joining the company as LawDrill product manager.
Choosing the Right Methodology for Your Software Implementation
Mar 9 2018
Law firms are facing the prospect of implementing new software more frequently. What is the best approach? Review some of the most common frameworks, methodologies, and tools.
Challenging Analytics Complacency: 4 Key Areas Law Firms Should Be Targeting
Feb 28 2018
Too often BI is viewed in isolation. The real BI value is in a modern analytic framework that aligns with your firm’s performance management needs.
Better Strategic Planning: The Most Important Questions to Ask Before You Begin
Feb 20 2018
Firms are successful in strategic planning when preconceived notions are set aside and instead, data and intelligence inform the process – beginning with a solid internal review.
Wilson Legal Solutions Introduces Wilson Proforma Tracker
Dec 6 2017
Wilson Legal Solutions today announced the availability of the Wilson Proforma Tracker application. This software enables firms to manage the entire proforma and invoice distribution process with a firmwide-compliant and effective workflow. It allows for advanced front-office editing capabilities and provides valuable insight into the billing process.
Norm Mullock Joins Wilson Legal Solutions As Vice President of Strategy
Sep 6 2017
Wilson Legal Solutions is pleased to announce the appointment of Norm Mullock as vice president of strategy. In this capacity, Mullock drives operational initiatives and evaluates strategic corporate and product acquisitions. He also collaborates with members of the leadership team to give prominence to the company’s core competencies and increase market share.
Succession Planning: The Problem with Procrastination
Sep 5 2017
The baby boomer generation is rapidly retiring – leaving a large void in the leadership of law firms that did not plan ahead for this eventuality. Given the potential business impact of losing clients when an attorney retires, it would serve law firms well to avoid procrastinating and begin succession planning now.
Six Ways to Engage Attorneys in the Use of New Technology
Jul 6 2017
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? Here are six methods that can help you achieve a positive outcome.
How Total Performance Management Can Help You Achieve a Stronger Bottom Line
May 2 2017
By bringing together data, insight, and action, firms can take a total performance management approach to operations to achieve a stronger bottom line. See how you can make the most of new tools that enable improvement.
New BI Software? How to Overcome Obstacles and Improve Outcomes
Apr 4 2017
Many law firms are taking a hard look at the software they’re using to surface information that supports strategic decisions. To improve a business intelligence (BI) software roll out, we suggest concentrating on these four key areas of focus.
Wilson Legal Solutions to Assist Two Law Firms in the Evaluation of New Practice Management Software
Mar 31 2017
Wilson Legal Solutions today announced that an Am Law 100 firm and a progressive regional law firm have chosen the company’s technology transition advisory services. The firms join a growing list of organizations that have turned to Wilson Legal Solutions for assistance with the evaluation of new practice management software.
Four Action Items to Streamline Project Lifecycles
Feb 22 2017
As you consider implementing new software at your firm, adding the following four key action items to your to-do list can help you complete these core stages successfully.
Five Tips To Trim Software Implementation Costs
Jan 17 2017
The writing is on the wall. It’s time to change practice management systems. How can you trim cost from your software implementation and still get the greatest value? Here are some tips on getting your budget just right.
How Solid is Your Disaster Recovery and Business Continuity Plan? See How Your Firm Measures Up.
Nov 29 2016
It’s budget time in the legal services industry. How much should your firm earmark for disaster recovery and business continuity? This post offers guidance on what to factor into your 2017 plans.
Data Conversion: 4 Tips for Improving Validation
Nov 2 2016
Data validation is an important part of the data conversion process when transitioning to new financial management software. To streamline this effort, validation should be a multi-step process.
A 7-Step Formula for Streamlining Your 3E Implementation
Oct 26 2016
New technology enables better ways to complete tasks. Greater efficiency. Better visibility. Tighter security. But how can you streamline the colossal effort involved with implementing new practice management software? Here are the critical success factors I’ve gleaned from my years as a software implementation project manager.
Disaster recovery and business continuity: Why now is the time to prepare for the worst
Sep 22 2016
Disaster recovery and business continuation procedures are becoming hot topics as law firms become increasingly dependent on data. For firms without a solid plan in place, the impact of unexpected events could be devastating.
Four Key Areas of Planning and Execution to Help Streamline the Transition of Technology
Aug 16 2016
How can your firm make the most of a transition to new software? Focus on these four areas to uncover the strategic benefits of a system conversion or upgrade.
Account Termination Policies: How to Uphold Security When Employees Leave
Jul 26 2016
Law firms go to great measures to protect digital assets from outside forces. This same diligence needs to be applied to uphold security in regards to your employee base – past and present.
Feeling Comfortable in the Cloud: Maximizing the Security of Digital Assets
Jun 2 2016
More and more law firms are looking to the cloud to meet their computing needs. But many are hesitant to make the leap into the cloud. Why? Security concerns.
Time for New Practice Management Software? Stop Panicking and Start Planning for Improvement
May 3 2016
In the next few years, almost every law firm will be in line for either an upgrade or conversion of their practice management system.
Still Relying on Gut Instincts? Why Now Is Really the Time for Data-Driven Business Decisions
Mar 16 2016
When it comes to the practice of law, attorneys are taught to leave no stone unturned within a case. That same principle should apply to the business of law. Here’s why.
Legal IT: Why Project Management Delivers the Greatest ROI
Mar 8 2016
When planning a software upgrade or implementation, the industry rule of thumb is that you should allocate approximately 20% of the budget to project management.
Top 5 Traits to Seek in a Law Firm Business Analytics Solution
Feb 23 2016
More than ever, law firms are focused on identifying ways to run and grow more profitably.
Legal IT: Five Essential Steps for a Successful Software Upgrade
Feb 22 2016
The rate of technology change is increasing at an ever-accelerating rate.
How Important Are People? What Your Website Can Tell You
Jan 29 2016
The key to being an effective leader is hiring the right people.
How Are Top Performing Law Firms Out Pacing Their Peers? See the Survey.
Jan 14 2016
2016 Survey provides great insight into the trends that are reshaping the legal industry.
Keeping Pace With Market Trends. Is Your Firm Falling Behind?
Dec 14 2015
Law firms must adapt if they want to keep pace with client demand and their own internal growth expectations.
Big Sale, This Weekend Only! Avoiding the Trap of Discounts
Nov 5 2015
There are literally million dollar homes that are discounted by a dollar. Apparently to many that makes a difference.
Associate Bonuses and Hourly Thresholds: Why Now is the Time to Consider a New Reward System
Oct 15 2015
To be productive members of the firm, it’s important that associates drive revenue.
Building a Better Business Development Strategy : Finding Your Sweet Spot through Business Analytics
Sep 30 2015
The ability of your law firm to thrive is predicated on one key pillar of growth – you must develop both new and existing business.
Battling the Basics: Reduce Lag to Improve Year-End Numbers
Sep 14 2015
If there’s one thing your firm can do to help improve your year-end numbers, it’s battle lagging time entry processes. Here’s why.
Let’s Get Started
Learn how our team can help you streamline processes, gain a competitive advantage, and stay focused on the bottom line.
Let’s Get Started
Learn how our team can help you streamline processes, gain a competitive advantage, and stay focused on the bottom line.