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Mills & Reeve Selects Wilson Proforma Tracker to Enhance Billing Workflow and Collaboration

Posted to 2018 on Jul 24 2018

Functionality, ease of use, and interaction with team at Wilson cited as top deciding factors

NEWTOWN SQUARE, PA (July 24, 2018) – Wilson Legal Solutions, a leading provider of software and services that help professional services organizations improve business performance, today announced that 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.

Like most businesses today, Mills & Reeve is actively managing its technology infrastructure to stay current with the latest trends and to realize the benefits enabled by ongoing innovation. The firm runs Firmware as its financial and accounting system and is preparing to make the transition to the Thomson Reuters Elite 3E system. As part of the transition planning process, Mills & Reeve needed to identify an alternative to a custom application it had built in-house to manage its online billing processes. The application is not compatible with 3E and rather than rebuild it, the firm decided to explore if an existing software solution could replace it.

Iain Cushion, IT director at Mills & Reeve, as well as other members of the firm met with a team from Wilson Legal Solutions to discuss Wilson’s certified 3E implementation services and the Wilson Proforma Tracker application. After participating in several demos of Wilson Proforma Tracker, it became clear that the software met the firm’s requirements to replace its custom-built application.

“When we signed up for 3E, we also started researching our options to replace our proforma solution,” Cushion says. “After an intensive review, it became clear that Wilson Proforma Tracker has the best functionality and interface for our purposes. We’re also keen about what’s on the horizon in the software’s roadmap.”

In addition to the software’s functionality and ease of use, Mills & Reeve appreciated its interactions with representatives from Wilson Legal Solutions. “We really liked the way the team at Wilson worked with us during our selection process,” Cushion explains. “The team is very knowledgeable from a technical perspective and from a functional one as well. Plus, they’re very open to our questions and suggestions. But the software is what really wowed us. It looks just fantastic and is so easily adopted. People in our billing department and their fee earners commented that they wish they were already using it.”

The Wilson Proforma Tracker implementation is planned to be ready to roll out to firmwide users aligned with Mills & Reeve’s 3E go-live.

About Mills & Reeve

Mills & Reeve is a leading UK law firm that provides comprehensive legal advice to businesses and individuals. The law firm employs nearly 1,000 staff, including over 499 lawyers and 117 partners in six offices in Birmingham, Cambridge, Leeds, London, Manchester and Norwich.

About Wilson Legal Solutions

Wilson Legal Solutions is a leading provider of software and services that help law firms and professional services organizations improve business performance. We apply our expertise to enable strategic, data-driven decisions and support firms throughout the lifecycle of practice management and business intelligence software. Wilson is certified to provide services for all Intapp products and is a reseller for specific 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 and streamlines proforma collaboration and workflow. For information, visit www.wilsonlegalsol.com.

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