About Wilson Legal Solutions

Industry-focused products and services that can help your firm realize unprecedented value.

Our mission is simple. We want to help our clients succeed.

Wilson Legal Solutions is synonymous with excellence in systems, projects, and business information solutions. We’re a leading provider of software and services that help law firms and professional services organizations improve business performance. Wilson is certified to provide services for all Intapp products, a certified implementation partner for Thomson Reuters Elite, a preferred implementation partner for American LegalNet, and is an Alliance & Affinity Partner with Information Technology Alliance (ITA).

Our software makes it easier for firms to access and analyze data that drives profitability and performance, streamline proforma collaboration and workflow, and generate conflicts reports with greater speed and ease. We apply our expertise to support firms throughout the lifecycle of practice management and business intelligence software. Our mission is simple. We want to help you succeed.

Fast Facts About Wilson

  • Wilson has helped more than 700 firms accomplish mission-critical initiatives and resolve some of their trickiest technology dilemmas.
  • We are leading the charge in applying advanced business intelligence techniques to data beyond traditional practice management systems to tackle the challenges of modern performance management.
  • We apply our information and workflow expertise to the development of standalone business applications like the recently introduced and wildly popular Wilson Proforma Tracker.
  • We’re the only BI specialist provider who is also a certified services partner to industry-leading application vendors like Elite and Intapp.
  • We operate from seven offices across the United States, Canada, and the UK.

Overview Video

Our History

Our history began in 1987 when Bruce Wilson launched Wilson Technology, a custom legal software provider. In 2005, Wilson Technology was acquired by Thomson Elite, and key members of Wilson’s team became responsible for Elite’s newly formed business intelligence segment. As the impact of the Great Recession reached the legal community, many firms began downsizing internal resources, creating demand for software services. Thus, Wilson Legal Solutions was launched in 2009.

Since its beginning, Wilson Legal Solutions has grown steadily, bringing together many of Wilson Technology’s original team with valued members of the legal technology community. It is now one of the industry’s most respected software and services companies. Key members of Wilson’s leadership team drive the company’s ongoing evolution, resulting in the introduction of new products and services tailored to the needs of firms today. As those needs change, Wilson will continue to change as well to uphold our mission to help our clients succeed.

Timeline

1987

Bruce Wilson launches Wilson Technology, a custom legal software provider

2005

Wilson Technology is acquired by Thomson Elite, and key members of Wilson’s team become responsible for Elite’s newly formed business intelligence segment

2009

Wilson Legal Solutions is established and starts the process of bringing together many of Wilson Technology’s original team

2010

Wilson establishes business intelligence practice

2011

  • Wilson establishes services partnership with Elite
  • Wilson opens office in New York City

2012

  • Wilson joins Elite Alliance Partner program
  • Wilson establishes 3E practice area
  • Wilson achieves Elite 3E Services certification
  • Wilson forms Elite Enterprise consulting team

2013

  • Wilson earns spot on Philly 100
  • Wilson opens office on West Coast
  • Wilson earns spot on Inc. 500

2014

  • Wilson becomes Elite Design Gallery services partner
  • Wilson opens office in London
  • Wilson introduces Wilson Ideate software
  • Wilson earns spot on Inc. 5000 and Philly 100
  • Wilson establishes business of law practice

2015

  • Wilson opens office in Orlando, Florida
  • Wilson earns spot on Inc. 5000 and Philly 100
  • Wilson achieves services certification for Intapp product line
  • Wilson reaches milestone of first 10 analytics product licenses

2016

  • Wilson opens office in Richmond, Virginia
  • Wilson opens office in New Brunswick, Canada
  • Wilson earns spot on Inc. 5000, Philly 100, and 50 on Fire in Philly list

2017

  • Wilson and American LegalNet announce services partnership
  • Wilson releases Wilson Ideate version 1.5
  • Wilson introduces systems and information security services
  • Wilson introduces Wilson Proforma Tracker software

2018

  • Wilson acquires Francisco Consulting Group and its LawDrill applications
  • Wilson merges with Stanton Allen

Meet Our Team

Bringing together valued members of the legal technology community to create one of the industry’s most respected software and services companies.

Bruce Wilson

Bruce Wilson

Managing Director, CEO

Wilson Legal Solutions was founded by legal industry technology expert Bruce Wilson.

View Full Bio
Lindsay Barthram

Lindsay Barthram

Director of Consulting Services, EMEA

Lindsay Barthram applies system-agnostic implementation experience and analytics expertise.

View Full Bio
Mark Beaman

Mark Beaman

Director, Implementation Services

Mark Beaman helps law firms implement and customize software solutions.

View Full Bio
Rob Beisswenger

Rob Beisswenger

Senior Director, Professional Services

Rob Beisswenger ensures the delivery of high-quality consulting services.

View Full Bio
Kenneth Borrowdale

Kenneth Borrowdale

Director, Ideate Technology

Kenneth Borrowdale leads three operational groups focusing on Wilson Ideate development, deployment, and support.

View Full Bio
Stu Gooderham

Stu Gooderham

Commercial Director, EMEA

Stu directs Wilson’s go-to-market activities in EMEA and is refining our corporate strategy for clients in the region.

View Full Bio
Jennifer Hallett

Jennifer Hallett

Senior Director

Jennifer Hallett is a certified project manager with more than 25 years of experience.

View Full Bio
Jason Harriss

Jason Harriss

Senior Director, Business Development Data Services

Jason Harriss provides support for clients in the area of data management and quality.

View Full Bio
Russ Haskin

Russ Haskin

Director, Business of Law Consulting

Russ Haskin directs Wilson Legal Solutions’ business of law consulting effort.

View Full Bio
Jose Hernandez

Jose Hernandez

Director, Ideate and LawDrill Product Management

Jose Hernandez directs the strategy for Wilson's business intelligence products.

View Full Bio
Alex Klamkin

Alex Klamkin

Director, Systems and Information Security

Alex Klamkin leads the company's systems and information security practice.

View Full Bio
Kimberly Lawrence

Kimberly Lawrence

Director, Finance

Kimberly Lawrence oversees financial operations and helps identify growth opportunities.

View Full Bio
Norm Mullock

Norm Mullock

Vice President, Strategy

Norm Mullock drives strategic and operational initiatives to give prominence to the company’s core competencies.

View Full Bio
Greg Murphy

Greg Murphy

Vice President, Products

Greg Murphy is responsible for development, implementation, and support for Wilson products.

View Full Bio
Bradley Oelmann

Bradley Oelmann

Senior Director

Bradley Oelmann provides oversight to a team in the company's Florida office.

View Full Bio
Barry Puddephatt

Barry Puddephatt

Senior Director, Business Development Technical Services

Barry Puddephatt provides data consulting services to enhance firms' CRM efforts.

View Full Bio
Jessica Quesada

Jessica Quesada

Director, Sales and Marketing

Jessica Quesada is Wilson Legal Solutions' director of sales and marketing.

View Full Bio
Suki Sahansara

Suki Sahansara

Director, EMEA

Suki Sahansara oversees Wilson Legal Solutions' EMEA operations from the London office.

View Full Bio
Tara Seewald

Tara Seewald

Director, Business Development Client Services

Tara Seewald works with clients to implement marketing and CRM strategies.

View Full Bio
Shishir Shetty

Shishir Shetty

Vice President, Technology Services

Shishir Shetty is responsible for technology services and solutions delivered to clients.

View Full Bio
Dan Sullivan

Dan Sullivan

Senior Director

Dan Sullivan provides oversight to a team in the company's New York office.

View Full Bio
Michael Warren

Michael Warren

Vice President, Business Development Practice

Michael Warren helps firms refine and refocus their use of technology to support business development.

View Full Bio
Bo Yancey

Bo Yancey

Director, Customer Care

Bo Yancey helps drive the successful deployment of Wilson's business intelligence products.

View Full Bio

Partners

Thomson Reuters Elite is part of the legal business of Thomson Reuters. The company offers an end-to-end enterprise business management solution that allows law firms and professional services organizations to run all operational aspects of their firms, including business development, risk management, client and matter management, and financial management.

Visit Elite.com for more information.

Caseflow is the leading Legal Workflow platform in Australia with more than 20 years of continued innovation and delivery of greater productivity and efficiency for legal firms. Used in many of the largest firms in Australia, Caseflow brings a passion and depth of expertise that enables firms to better serve their clients while maintaining strong bottom lines.

Visit caseflowacumen.com for more information.

 

American LegalNet (ALN) empowers law firms with innovative workflow management technologies that help mitigate risks, increase operational efficiencies, and reduce costs so they can focus on their core competencies. It is the premier provider of Desktop to Courthouse workflow solutions that include eDockets, Docket Direct, Forms WorkFlow, Smart Dockets, and Docket Alerts.

Visit www.alncorp.com for more information.

Intapp provides solutions that connect and centrally manage legal applications to increase attorney billability, ensure client confidentiality, and maximize staff productivity. With over 150 legal customers and a vibrant community of technology and service partners, Intapp has been embraced and endorsed as a legal industry standard.

Visit intapp.com for more information.

Chrome River Technologies, Inc. provides online expense reporting and spend management solutions designed specifically for law firms and services organizations. Utilizing the latest "Software as a Service" technologies, Chrome River Expense delivers immediate payback via a service delivery model that requires no hardware, no software, and no long-term commitment.

Visit chromeriver.com for more information.

 

The Information Technology Alliance (ITA) is an independent membership association of leading mid-market technology professionals, consultants, and product/service providers in North America. ITA's primary objective is to create a community where members share information and build relationships that improve the way they, and their clients, do business.

Visit the ITA website for more information.

Star Americas is the professionals’ top choice for practice management software, chosen by leading CPA and accounting firms in 30 countries. Its flexible, modular software is integrated over a single database and offers a powerful time and billing functionality plus modules that focus on budgeting, scheduling, workflow, CRM, and more.

Visit starpm.com for more information.

Introhive is the leading CRM automation and relationship insights platform that is proven to drive user adoption of CRM and increase sales and business development efficiency. The platform leverages artificial intelligence, machine learning, and data automation to improve team productivity, data accuracy, and completeness of information in CRM.

Visit www.introhive.com for more information.

Continue to Affiliate Program

Refer new business to us and you may be eligible to receive a referral reward. It's a win-win for all.