Webinar: Wilson Allen Proforma Tracker – Digitise and accelerate client billing life cycle

Keeping pace with billing demands from clients and partners is a big challenge. Lawyers face the pressure of an ever-increasing workload and want to spend less time on the billing process. Finance teams face more and more requirements around billing that need to be met. Your clients want to know that they are getting value for their expenditure and are placing greater emphasis on the quality of bills and the speed at which your firm generates invoices.

We will explain how Wilson Allen’s solution can speed up and optimise the billing cycle for your firm, whether you are using the Aderant or Elite (Enterprise or 3E) financial management platforms. We will also give you a glimpse of our product roadmap for the future.

Digitise and Accelerate the Client Billing Life Cycle

This session will demonstrate how Wilson’s software can help you:

  • Understand how our solution integrates seamlessly with your financial management system.
  • Learn how you can speed up bill generation, distribution, and review with a centralised workflow, a simplified user interface, and accessibility from desktop and mobile devices.
  • Comply with clients’ billing rules and inspire confidence that your firm gives value for the work delivered.
  • Reduce invoice reversals with better billing accuracy
  • Identify and remove bottlenecks in the work-to-bill life cycle.
  • Improve realisation with timelier delivery of accurate invoices.

Drew O’Neill, Account Executive, Wilson Allen
Drew O’Neill is responsible for Wilson Proforma Tracker business development in the North American and EMEA markets.

Mitchell Mullock, Business Data Analyst, Wilson Allen
Mitchell Mullock is member of the Wilson Proforma Tracker team. He is responsible for product demonstrations, user training and the implementation of Wilson Proforma Tracker software.

Jose Hernandez, Director, Wilson Profoma Tracker, Wilson Allen
Jose Hernandez serves as director of the Wilson Proforma Tracker product, overseeing all aspects of development, deployment, and escalated support.

Event details
Date: Wednesday, 21 July 2021
Time: 9:00am EDT | 2:00pm BST
Click here to book your place

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