Wilson Allen announces acquisition of Capensys

News Article - 13/10/2020 : aderant, Analytics, BD, BI, billing, business acceptance, business development, business intelligence, client feedback, consulting, CRM, data, eBilling, elite 3e, Finance, FMS, interaction, Technology

Wilson Allen, provider of software, services, and expertise that help law firms and professional services organizations enhance business performance, announced today that it has acquired Capensys, a leading provider of software training services...

Wilson Allen and Capensys announce strategic training services alliance at ILTA>On

News Article - 26/08/2020 : aderant, Analytics, BD, BI, billing, business acceptance, business development, business intelligence, client feedback, consulting, CRM, data, eBilling, elite 3e, Finance, FMS, interaction, Finance

Wilson Allen, provider of software, services, and expertise that help law firms and professional services organizations enhance business performance, and Capensys, a leading  provider of software training services and technology, today...

Wilson Allen announces expansion of leadership team

News Article - 19/08/2020 : aderant, Analytics, BD, BI, billing, business acceptance, business development, business intelligence, client feedback, consulting, CRM, data, eBilling, elite 3e, Finance, FMS, interaction, Finance

Wilson Allen, provider of software, services, and expertise that help law firms and professional services organizations enhance business performance, today announced the expansion of its leadership team with the promotions of Suki Sahansara to VP...

Pinnacle: Solving the problem of due diligence

Resource - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

All law firm members will be familiar with some of the frustrations around KYC and AML in the new business intake process. Many Intapp users will typically email out requests to parties for standard due diligence documents such as proof of...

Pinnacle: New Briefing Tiger Team session available to view

News Article - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

The Tiger Team has come roaring back into action, with Pinnacle once again partnering with Briefing...

Pinnacle video: How to use Intapp Time 8 when working remotely

Video - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

Want to see how a dedicated time recording solution can make life so much easier for employees working remotely when it comes to completing their timesheet?

Check out our short video highlighting how Intapp Time 8 makes quick work of time...

How Pinnacle integrated 3E Timecards with OnePlace for Marketing and tracked BD activity

Video - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

They say you can’t manage what you can’t measure, so if you want to get a proper handle on your business development activity – who is doing what for whom and with what result – that process starts with capturing time...

Pinnacle video: Intapp Time - How to capture time spend in Microsoft Teams

Video - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

Our 'Teams to Time' connector Intapp Time will automatically capture all the calls and meetings you carry out on Microsoft Teams. Like many firms come lockdown, we moved our business rapidly from using Skype for Business to Microsoft...

Pinnacle video: Client Portal for Intapp

Video - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

Our Client Portal for Intapp - Client Due Diligence feature is a secure, branded link between your firm's Intapp New Business Intake platform and your clients.

All law firm members will be familiar with some of the frustrations around...

Wilson Allen Expands its CRM Practice with the additions of Jason Kennedy and Stacey Morrow

News Article - 13/08/2020 : aderant, Analytics, BD, BI, billing, business acceptance, business development, business intelligence, client feedback, consulting, CRM, data, eBilling, elite 3e, Finance, FMS, interaction, Finance

Wilson Allen, provider of software, services, and expertise that help law firms and professional services organizations enhance business performance, is pleased to announce the additions of Jason Kennedy and Stacey Morrow to its roster.

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Mary Jo Gerrity and TJ Gerrity from Syndet Business Technologies join Wilson Allen

News Article - 06/08/2020 : aderant, Analytics, BD, BI, billing, business acceptance, business development, business intelligence, client feedback, consulting, CRM, data, eBilling, elite 3e, Finance, FMS, interaction, Finance

Wilson Allen, provider of software, services, and expertise that help law firms and professional services organizations enhance business performance, is pleased to welcome Mary Jo Gerrity and TJ Gerrity from Syndet Business Technologies LC to its...

Wilson Allen webinar: Unlocking insight with Azure AI and Cognitive Services

Event - 15/07/2020 : aderant, Analytics, BD, BI, billing, business acceptance, business development, business intelligence, client feedback, consulting, CRM, data, eBilling, elite 3e, Finance, FMS, interaction, Technology, Webinars

Who should attend: IT professionals

Presenters: Greg Murphy, VP, Products and Norm...

Wilson Allen webinar: Pandemic-specific revenue projections

Event - 15/07/2020 : aderant, Analytics, BD, BI, billing, business acceptance, business development, business intelligence, client feedback, consulting, CRM, data, eBilling, elite 3e, Finance, FMS, interaction, Technology, Webinars

Who should attend: Finance professionals

Presenters: Greg Murphy, VP, Products and Bo Yancey...

Shishir Shetty promoted to Chief operating officer at Wilson Allen

News Article - 02/07/2020 : aderant, Analytics, BD, BI, billing, business acceptance, business development, business intelligence, client feedback, consulting, CRM, data, eBilling, elite 3e, Finance, FMS, interaction, Finance

Wilson Allen, provider of software, services, and expertise that help law firms and professional services organizations enhance business performance, today announced that Shishir Shetty has been promoted from VP of technology services to the...

Wilson Allen webinar: Practical uses of AI to mine data for finance and marketing

Event - 29/06/2020 : aderant, Analytics, BD, BI, billing, business acceptance, business development, business intelligence, client feedback, consulting, CRM, data, eBilling, elite 3e, Finance, FMS, interaction, Practice Management, Webinars

With the marketplace for legal services becoming increasingly competitive, the need for a data-backed business strategy is urgent. In this three-part webinar series, Wilson Allen’s business and analytics experts will demonstrate how finance...