Consulting Services

There is an increasing need among law firms for business systems that run efficiently and securely. Wilson Legal Solutions’ systems and information security team helps meet this need through the delivery of the following specialized services:

System Services

Application-Specific

• ELITE 3E and Enterprise Setup
• ELITE 3E and Enterprise Ongoing Support
• Intapp Software Services

Database

• Microsoft SQL Server

Enterprise-Wide

• Business Continuity and Disaster Recovery
• Cloud and Hybrid Computing
• Security and Mobility

Information Security Services

• Comprehensive Review and Remediation
• Best Practices and Process Improvement

Key Differentiators

• Deep technical expertise with system and enterprise solution design, database design and administration, business continuity, and disaster recovery development, training, and support
• Cross-industry perspective across legal, finance, and hi-tech industries that bridges infrastructure, development, and user experience
• Trusted as a services partner that meets the needs of law firms worldwide
• Proven ability to architect robust enterprise solutions based on business needs with exceptional attention to detail
• Certified as a services partner with Thomson Reuters Elite and Intapp to enable best-practice insight

Intapp products allow firms to effectively align business operations with business strategy and are recognized as the most advanced in their respective categories. Wilson Legal Solutions helps firms get greater value out of their investment in Intapp products. We have successfully completed the certification process to provide services for all Intapp products.

Our professional and technology services help you implement, customize, and learn how to use Intapp products with greater ease, including Intapp Integrate, Intapp Open, Intapp Flow, Intapp Time, and Intapp Walls software. We are also a Certified 3E Services Partner for Thomson Reuters Elite.

Key Differentiators

• Certified to provide services for all Intapp products
• Certified expertise with Elite Enterprise and 3E software
• Full-service Intapp implementation capabilities (consult, design, and build) in North America and EMEA
• Extensive experience working on Intapp software services projects
• Intapp relationship for services and product development
• Turnkey Intapp Integrate solution for Elite 3E clients

Law firm administrators face never-ending demands for information based on data stored in the firms' practice management system and disparate software solutions. Pulling this information together, formatting it, and sharing the information is often time-consuming and laborious when done manually. Thomson Reuters Elite streamlines this effort with its Design Gallery solution. Design Gallery takes data from your Elite 3E or Enterprise system, transforms it into a variety of formats, and enables quick and efficient distribution.

Wilson Legal Solutions can help reduce your time to value when adopting Design Gallery. Our team of professional and technical consultants shortens the implementation time line by applying our certified expertise and time-proven and firm-tested methodology.

Key Differentiators

• Certified as a services partner with Thomson Reuters Elite
• 70+ Design Gallery clients
• 25+ full Design Gallery implementations
• Six FTE employees in North America and one in the UK
• 10,000+ total Design Gallery hours
• 25+ total years’ experience with Design Gallery
• 85+ total years’ experience with Elite software

If your firm implemented its financial system several years ago, chances are good that your technology needs have changed since then. Perhaps you have experienced significant growth or acquired new practice groups. Or maybe you are struggling to comply with increasingly demanding clients. As your firm has grown or changed, have your business processes kept up with the changes?

Wilson Legal Solutions has a team of consultants who are experts in the business of law. With many years of experience helping law firms improve their operational efficiency, we can analyze your current business processes. Based on our findings, we can then design and recommend specific process changes that directly support your firm’s strategic goals and evoke best practices that are currently supported in the legal community.

Through our proven methodology, we will work with your firm to identify specific needs and areas for improvement, both process-based and functionality-based. We not only focus on the people who directly interact with the financial system, but we also meet with lawyers, secretaries, and other key staff members who are indirectly involved with the system or its information.

Key Differentiators

• Better recognition and understanding of current process inefficiencies, redundant tasks, and manual processes
• More opportunities for increased operational efficiency through process changes that support your firm’s business goals
• Increased awareness of unused functionality in your financial system – either in your installed release or in the latest release if you were to upgrade
• Clearer identification of manual tasks that could be automated
• Improved delivery of the right information at the right time to your lawyers
• Enhanced ability to service clients and meet client demands
• Faster production of bills, processing of cash receipts, and collection of receivables
• More efficient month-end closing and balancing process

The time has come for many law firms to decide which software will serve their needs best in the future. But the decision to transition to a new software system is not a light consideration. System upgrades and conversions can be time-consuming and fraught with potential complications as well as capital output. But there are ways to minimize the pain and maximize the rewards of a conversion.

Wilson Legal Solutions can help you navigate this process with our technology transition advisory services. Our team of business of law and technology consultants can help you select the best software for your firm. We’ll help map out and execute a plan to use the conversion as an opportunity to improve your firm’s operations.

Why Choose Wilson Legal Solutions?

When you choose Wilson Legal Solutions, you’re working with consultants who help the world’s largest law firms maximize the return on their software investments. Many of our consultants have spent their careers in the legal technology industry, helping law firms reach new levels of operational efficiency and profitability. Our team has the experience and history to enable you to make the most of your software conversion by helping you to:

• Identify pain points and opportunities
• Develop your firm’s transition plan
• Manage vendors by acting as an advocate for your firm’s needs
• Prepare your data for quick migration
• Execute your plan with excellent project management, implementation, and training services