Consulting Services

Engage the industry’s most respected team of technology professionals.

Improve business processes and performance

Your business needs are evolving, and so is the technology that supports those needs. With Wilson Legal Solutions, you can navigate this changing landscape with greater peace of mind. From project management, implementations, upgrades, and testing to reporting, customization, and training – our consulting services are here to help.

Get the greatest return on investment from your software

Integrate your software with other applications

Identify KPIs and measure performance

Mine your data to improve profitability

Leverage custom reports, interfaces, and templates

Migrate and implement custom reports, templates, and metrics

Professional Services

Whether you're adapting to change or focusing on day-to-day activities, we have a deep bench of qualified experts ready to deploy on your behalf. From project managers, trainers, and developers to application specialists and advisors, we're able to respond quickly to any software-related needs. We leverage our collective expertise to act as our clients' technology advocate. You can count on our team to support you throughout the life cycle of your software.

Wilson Legal Solutions’ professional services deliver unprecedented value across your organization and support critical back-office functions such as:

  • Business intelligence strategy and implementation

  • Coordination of internal/external project resources

  • Documentation and training

  • Engagement advisory

  • Software implementations, migrations, and upgrades

  • Function and feature review and deployment

  • Mergers

  • Project management

  • Remote/on-site support

  • User acceptance testing

Technology Services

Achieving a heightened level of performance typically involves some technical configuration and customization. That's where Wilson Legal Solutions can help. We'll help you make the best use of your software by adapting it to your firm's requirements. We draw on deep technical expertise, hands-on software experience, and best-practice insight to help you run as efficiently and profitably as possible through your software.

Wilson Legal Solutions' technical services are ideal for IT and development teams that support back- and front-office technology solutions:

  • Business intelligence and analytics development

  • Business process and rules implementations

  • Custom maintenance and support agreements

  • Data conversions including quality, planning, extract, migration, and validation

  • Infrastructure design, business continuity, and disaster recovery

  • System upgrades, setup, and troubleshooting

  • Remote/on-site support

  • Systems and information security

  • Technology planning and system selection

  • Temporary staffing

  • Template and report development

  • UX and business application Design And Development

Specialized Consulting Services

    Learn more about Wilson Legal Solutions

    Read our overview brochure to explore how our industry-focused products and services can help your firm maximize its return on software investments and realize unprecedented value across your organization.


    Our Clients

    “Wilson’s software engineers seem to have great skills and a wealth of experience. I always feel Wilson can deliver the solution we need and bring their own experience with other firms to bear to resolve any issues we may have.”

    Wendy Schlossberg Senior Director of Finance, Goldberg Kohn Ltd.

    News & Blog Posts about Consulting Services

    Need to Change Your PMS? Three Reasons to Consider ERP

    Services Nov 6 2018

    A rising number of firms are opting for a move into the ERP world. Why? Here are three reasons firms are considering the road less traveled.

    Two Key Roles Essential to System Conversion Success

    Services Oct 23 2018

    Why is it that some system conversions go well, and some don’t? Ultimately it comes down to two critical areas. Here's how to address them.

    Centralized vs Decentralized: Which Conflicts Model Is Better?

    Services Oct 16 2018

    Conflicts and business intake are part of an expanding risk management and compliance function that spans legal business and operations. Explore if a centralized or decentralized approach works best for identifying and clearing conflicts of interest.

    Wilson Legal Solutions Welcomes Patrice Kennard As Senior Risk Consultant

    2018 Oct 2 2018

    Wilson Legal Solutions today announced that Patrice Kennard has joined the company as a senior risk consultant. Based in Asheville, North Carolina, Kennard joins Wilson’s assessment and advisory services team to help law firms and law departments optimize new business intake processes and reduce conflicts of interest.

    Wilson Legal Solutions Welcomes Colleen Osborne As Account Executive

    2018 Sep 20 2018

    Wilson Legal Solutions, a leading provider of software and services that help professional services organizations improve business performance, today announced that Colleen Osborne has joined the company to accelerate its growth outside of the legal industry.

    Caseflow and Wilson Legal Solutions Announce Services Partnership at ILTACON 2018

    2018 Aug 22 2018

    Caseflow and Wilson Legal Solutions have announced a partnership agreement where Wilson will provide implementation and training services in the United States for new installations of the Caseflow Acumen Suite, which helps law firms organize their workflows and cases.

    How to Build the Strongest Implementation Team: Who to Invite and Who to Avoid

    Services Aug 6 2018

    Whom you choose to fill key roles and responsibilities can have a major impact on the outcome and ROI. Here are tips for forming the strongest team.

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

    2018 Jul 24 2018

    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.

    Better Strategic Planning: How to Be a Leader in a World of Lemmings

    Services Jun 11 2018

    Firms are successful in strategic planning when deciphering reality from fiction using competitive intelligence and market awareness.

    Wilson Legal Solutions and Stanton Allen Ltd. Sign Definitive Merger & Acquisition Agreement

    2018 May 17 2018

    Wilson Legal Solutions and Stanton Allen Ltd. today announced a definitive merger and acquisition agreement to consolidate operations into a united company.

    Five Ways to Reduce Post-Implementation Sticker Shock

    Services May 15 2018

    Focus on these five areas to be better able to determine exactly what you’re signing up for to avoid surprises later.

    Wilson Legal Solutions and Intapp Deepen Partnership in Accounting Market

    2018 May 3 2018

    Under this agreement, Wilson will be able to offer licenses for Intapp Integrate and Intapp Flow to small- and mid-sized accounting firms in North America.

    Wilson Legal Solutions Welcomes Lindsay Barthram As Director of Consulting Services, EMEA

    2018 Apr 17 2018

    Wilson Legal Solutions, a leading provider of software and services that help law firms and professional services organizations improve business performance, today announced that Lindsay Barthram has joined the company as director of consulting services for its EMEA operations.

    Wilson Legal Solutions Acquires Francisco Consulting Group and LawDrill Applications

    2018 Mar 15 2018

    Wilson Legal Solutions today announced it has acquired Francisco Consulting Group and the company’s LawDrill suite of inquiry and analytics applications. Jose Hernandez, president of Francisco Consulting Group, is joining the company as LawDrill product manager.

    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.

    Challenging Analytics Complacency: 4 Key Areas Law Firms Should Be Targeting

    Services Feb 28 2018

    Too often BI is viewed in isolation. The real BI value is in a modern analytic framework that aligns with your firm’s performance management needs.

    Better Strategic Planning: The Most Important Questions to Ask Before You Begin

    Services Feb 20 2018

    Firms are successful in strategic planning when preconceived notions are set aside and instead, data and intelligence inform the process – beginning with a solid internal review.

    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.

    Norm Mullock Joins Wilson Legal Solutions As Vice President of Strategy

    Press Releases Sep 6 2017

    Wilson Legal Solutions is pleased to announce the appointment of Norm Mullock as vice president of strategy. In this capacity, Mullock drives operational initiatives and evaluates strategic corporate and product acquisitions. He also collaborates with members of the leadership team to give prominence to the company’s core competencies and increase market share.

    Succession Planning: The Problem with Procrastination

    Services Sep 5 2017

    The baby boomer generation is rapidly retiring – leaving a large void in the leadership of law firms that did not plan ahead for this eventuality. Given the potential business impact of losing clients when an attorney retires, it would serve law firms well to avoid procrastinating and begin succession planning now.

    Wilson Legal Solutions and American LegalNet Announce Preferred Services Partnership Agreement

    Press Releases Aug 15 2017

    Wilson Legal Solutions and American LegalNet, Inc. (ALN) today announced the formation of a services partnership. The agreement solidifies Wilson Legal Solutions’ relationship with ALN and establishes it as a preferred implementation partner of ALN’s eDockets – Critical Dates docketing, legal forms, and calendaring software.

    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.

    Wilson Legal Solutions Establishes Dedicated Product Support for Wilson Ideate Software

    Press Releases Jun 13 2017

    Wilson Legal Solutions today announced the availability of enhanced support for Wilson Ideate software with the addition of continued analytics support services, service contracts, and the appointment of Briana Carbone as customer support manager.

    How Total Performance Management Can Help You Achieve a Stronger Bottom Line

    Software May 2 2017

    By bringing together data, insight, and action, firms can take a total performance management approach to operations to achieve a stronger bottom line. See how you can make the most of new tools that enable improvement.

    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.

    Five Tips To Trim Software Implementation Costs

    Services Jan 17 2017

    The writing is on the wall. It’s time to change practice management systems. How can you trim cost from your software implementation and still get the greatest value? Here are some tips on getting your budget just right.

    How Solid is Your Disaster Recovery and Business Continuity Plan? See How Your Firm Measures Up.

    Services Nov 29 2016

    It’s budget time in the legal services industry. How much should your firm earmark for disaster recovery and business continuity? This post offers guidance on what to factor into your 2017 plans.

    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.

    Disaster recovery and business continuity: Why now is the time to prepare for the worst

    Services Sep 22 2016

    Disaster recovery and business continuation procedures are becoming hot topics as law firms become increasingly dependent on data. For firms without a solid plan in place, the impact of unexpected events could be devastating.

    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.

    Account Termination Policies: How to Uphold Security When Employees Leave

    Jul 26 2016

    Law firms go to great measures to protect digital assets from outside forces. This same diligence needs to be applied to uphold security in regards to your employee base - past and present.

    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.

    Let’s Get Started

    Learn how our team can help you streamline processes, gain a competitive advantage, and stay focused on the bottom line.

    Call now 484-422-0010

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