Wilson Proforma Tracker

Collaborate on proformas using an integrated and intuitive workflow

Simplify proforma management

Proforma management – it’s an essential function at any legal or professional services organization. But without a controlled workflow, collecting input from timekeepers can be difficult, leading to delays in billing and inaccurate invoices. From a technology perspective, dealing with complex invoices and getting data in or out of the backend financial system can be tricky as well.

With Wilson Proforma Tracker, organizations can simplify proforma management and gain valuable insight into anticipated billing while enhancing performance.

Advanced features that speed time to value


  • Mobile-friendly interface allowing front-office edits of proforma fees and costs
  • Dynamic end-to-end workflow from proforma creation to invoice delivery
  • Powerful edit capabilities, including search, summary, and quick actions
  • Firm-configurable owners, roles, and stages
  • Approval rules for financial write-downs and discounts
  • Advanced capabilities for joint or group bills
  • Automated and validated updates to backend systems
  • Support for paper-based proforma distribution and collection
  • Metrics maintenance and a full audit of all changes
  • Compatibility with Thomson Reuters Elite Enterprise and 3E products


  • Timely and accurate billing, leading to improved collection
  • Uniform and compliant distributed proforma management
  • Better understanding of billing pipeline and revenue leakage
  • Increased collaboration between front and back office
  • Real-time visibility of proforma and invoice progress
  • Reduced costs associated with billing through improved efficiency
  • Ability to measure workload and performance metrics to identify bottlenecks
  • Quick time to value with live pilot in as little as 90 days

Watch a quick overview video

Learn more about Wilson Proforma Tracker

Wilson Proforma Tracker simplifies the preparation and validation of proformas. See how it can help you manage the proforma process and gain valuable insight into anticipated billing.


Wilson Legal Solutions Introduces Wilson Proforma Tracker

DEC 6 2017
Application streamlines the management of proformas and improves collaboration with an integrated workflow for a more efficient billing process, better tracking, and improved data analysis.

Read Press Release

Our Clients

“We have chosen Wilson Legal Solutions over other providers because of their level of expertise and experience with applications such as Intapp Integrate, Design Gallery, and Elite 3E, their strong understanding of the legal process when dealing with business scenarios, and their proven track record over the years in supplying quality solutions. They are dedicated and committed to their clients and being there when needed.”

Gunter Opaluch Special Project Manager, BakerHostetler

News & Blog Posts about Wilson Proforma Tracker

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.

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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