Certified Partner Services

Trust the team that has met rigorous certification standards of both Intapp and Elite.

Experts of Elite and Intapp Product Portfolios

Anyone can claim expertise. Becoming a certified services partner validates our claim and assures our clients that we’ll provide the highest level of service. Certification also provides us with deeper knowledge of our partners’ product development processes and exposes us to new opportunities to work together toward a common goal – to help our clients succeed. We are a certified partner of Elite and Intapp and support law firms that are running SAP Business Objects, Microsoft BI Tool Suite, and Microsoft SharePoint software.

  • Elite Software Services

    Having built some of the products that Elite sells today, is it any wonder that Elite recommends Wilson when their clients need software services? Learn more

  • Intapp Software Services

    Certification validates our ability to help law firms implement, customize, and learn how to use Intapp’s entire product portfolio. Learn more

Elite Software Services

Law firms worldwide rely on Wilson Legal Solutions for Elite software services. We take care of all of the technical details, freeing you to focus on running your firm.

We have achieved both 3E Application Implementation Partner Certification and 3E IDE/Technical Implementation Partner Certification status. In fact, we were Elite’s first certified 3E services partner. Certification assures you that you’ll receive expert-level service and support – by a team that underwent the same training as Thomson Reuters Elite’s own people. We are also Elite's exclusive partner for Design Gallery services in North America.

  • Streamline your software implementations, mergers, conversions, and upgrade
  • Increase end-user competency and reduce total cost of ownership
  • Improve insight into key performance indicators
  • Improve processes and maximize efficiency
  • Create custom reports, interfaces, templates, and workflows
  • Enhance your entire experience using Elite software

Specialized Services

3E Services

  • 3E Workflow
  • BizTalk interfaces
  • Check templates
  • Conversion analyst
  • Custom applications
  • Custom metrics, reports, and dashboards
  • Data extraction (from source database)
  • Design Gallery services
  • Proforma/bill/check templates
  • Phase Zero Planning
  • Project management
  • Security
  • Training
    • Datastructure/SQL
    • Bill templates
    • VBA/screen design
  • User acceptance testing

Enterprise Services

  • Check templates
  • Conversion/merger analyst
  • Conversion/merger programming
  • Custom 4GL reports
  • Custom applications
  • Custom stored programs
  • Design Gallery services
  • Extend events
  • Proforma/bill and check templates
  • Project management
  • Third-party integration
  • Training
  • Upgrades
  • Webview customizations
  • Whitehill

Business Intelligence

  • Data warehousing
  • Implementation
  • Interactive custom reports
  • Interactive dashboards
  • Profitability
  • Reporting scheduling, bursting, and distribution
  • Training

Intapp Software Services

Our implementation, consulting, technical, and business analytics services are certified for all Intapp products, allowing firms to effectively align business operations with business strategy.

For law firms looking to thrive in an increasingly competitive marketplace, Intapp provides software and services designed to address top strategic objectives, including meeting client compliance requirements, managing risk, increasing profitability, reducing operational costs and improving business process efficiency. Intapp’s products allow firms to effectively align business operations with business strategy, and are recognized as the most advanced in their respective categories — time entry and recording, application integration, information security, new business intake, conflicts management, and independence.

Wilson Legal Solutions is certified to provide services for all Intapp products. That means our implementation, consulting, technical, and business analytics services are now certified for all Intapp products including Intapp Open, Intapp Flow, Intapp Time and Intapp Walls software. The company had previously achieved Intapp Integrate certification.


Certification is determined based on criteria including number of live Intapp implementations a partner has executed; client service delivery references; customer satisfaction on partner service; number of trained staff on Intapp products; and baseline knowledge and skills related to Intapp software.

Download the Intapp Services Info Sheet

Professional and technology services to help you implement, customize, and learn how to use Intapp products.


Our Clients

“Wilson has a very competent technical staff that delivers upon its commitments while being flexible in the delivery of its services.”

Carmen Ferro Applications Manager, Duane Morris LLP

News & Blog Posts about Certified Partner Services

Choosing the Right Methodology for Your Software Implementation

Services Mar 9 2018

Law firms are facing the prospect of implementing new software more frequently. What is the best approach? Review some of the most common frameworks, methodologies, and tools.

Wilson Legal Solutions Introduces Wilson Proforma Tracker

Press Releases Dec 6 2017

Wilson Legal Solutions today announced the availability of the Wilson Proforma Tracker application. This software enables firms to manage the entire proforma and invoice distribution process with a firmwide-compliant and effective workflow. It allows for advanced front-office editing capabilities and provides valuable insight into the billing process.

Six Ways to Engage Attorneys in the Use of New Technology

Services Jul 6 2017

Law firms realize the greatest value from new technology when users actually use it – and use it well. How can you accelerate the adoption of new technology? Here are six methods that can help you achieve a positive outcome.

New BI Software? How to Overcome Obstacles and Improve Outcomes

Services Apr 4 2017

Many law firms are taking a hard look at the software they’re using to surface information that supports strategic decisions. To improve a business intelligence (BI) software roll out, we suggest concentrating on these four key areas of focus.

Wilson Legal Solutions to Assist Two Law Firms in the Evaluation of New Practice Management Software

Press Releases Mar 31 2017

Wilson Legal Solutions today announced that an Am Law 100 firm and a progressive regional law firm have chosen the company’s technology transition advisory services. The firms join a growing list of organizations that have turned to Wilson Legal Solutions for assistance with the evaluation of new practice management software.

Wilson Legal Solutions Introduces Systems and Information Security Services

Press Releases Mar 1 2017

Wilson Legal Solutions today announced its systems and information security services, a selection of offerings that enables firms to manage, optimize, and secure software instances and the IT infrastructure and data with less effort, cost, and risk.

Four Action Items to Streamline Project Lifecycles

Services Feb 22 2017

As you consider implementing new software at your firm, adding the following four key action items to your to-do list can help you complete these core stages successfully.

Data Conversion: 4 Tips for Improving Validation

Services Nov 2 2016

Data validation is an important part of the data conversion process when transitioning to new financial management software. To streamline this effort, validation should be a multi-step process.

A 7-Step Formula for Streamlining Your 3E Implementation

Services Oct 26 2016

New technology enables better ways to complete tasks. Greater efficiency. Better visibility. Tighter security. But how can you streamline the colossal effort involved with implementing new practice management software? Here are the critical success factors I’ve gleaned from my years as a software implementation project manager.

Four Key Areas of Planning and Execution to Help Streamline the Transition of Technology

Services Aug 16 2016

How can your firm make the most of a transition to new software? Focus on these four areas to uncover the strategic benefits of a system conversion or upgrade.

Time for New Practice Management Software? Stop Panicking and Start Planning for Improvement

Software May 3 2016

In the next few years, almost every law firm will be in line for either an upgrade or conversion of their practice management system.

Still Relying on Gut Instincts? Why Now Is Really the Time for Data-Driven Business Decisions

Services Mar 16 2016

When it comes to the practice of law, attorneys are taught to leave no stone unturned within a case.

Legal IT: Why Project Management Delivers the Greatest ROI

Software Mar 8 2016

When planning a software upgrade or implementation, the industry rule of thumb is that you should allocate approximately 20% of the budget to project management.

Top 5 Traits to Seek in a Law Firm Business Analytics Solution

Software Feb 23 2016

More than ever, law firms are focused on identifying ways to run and grow more profitably.

Legal IT: Five Essential Steps for a Successful Software Upgrade

Software Feb 22 2016

The rate of technology change is increasing at an ever-accelerating rate.

How Important Are People? What Your Website Can Tell You

Services Jan 29 2016

The key to being an effective leader is hiring the right people.

How Are Top Performing Law Firms Out Pacing Their Peers? See the Survey.

Services Jan 14 2016

2016 Survey provides great insight into the trends that are reshaping the legal industry.

Keeping Pace With Market Trends. Is Your Firm Falling Behind?

Services Dec 14 2015

Law firms must adapt if they want to keep pace with client demand and their own internal growth expectations.

Big Sale, This Weekend Only! Avoiding the Trap of Discounts

Services Nov 5 2015

There are literally million dollar homes that are discounted by a dollar. Apparently to many that makes a difference.

Associate Bonuses and Hourly Thresholds: Why Now is the Time to Consider a New Reward System

Services Oct 15 2015

To be productive members of the firm, it’s important that associates drive revenue.

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