Training

Gain knowledge through in-person and online training to do your job better and more effectively.

Information and insight to help you work better

Wilson Legal Solutions offers personalized training sessions either in a classroom setting or online. Led by subject matter experts on a variety of topics, the sessions provide detailed information and insight to help you do your job better and more effectively.

For a list of upcoming sessions visit Wilson’s Events page. For direct access to enroll in an upcoming class, sign up at Wilson's Live Webinars and Online Training registration site.

Earn CPE credits with Wilson

CPEOur online training sessions provide tremendous learning opportunities and value. Rather than engage a consultant directly for training, you can participate in group Internet-based training for a fraction of the cost while earning CPE credits.

Wilson Legal Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website.

 

See Upcoming Events and Educational Opportunities.

 

Our Clients

“We are comfortable with Wilson because we trust the consultants that assist us. Their knowledge is great, and they are always fair and prompt.”

Sylvia Bradford Financial Systems Administrator, Locke Lord

News & Blog Posts about Training

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.

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.

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.

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.

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.

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.

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.

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

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