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

Features

  • 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

Benefits

  • 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

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.

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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.

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Our Clients

“We chose Wilson due to their unrivaled expertise and experience in the market. Their consultants on our 3E implementation have been top notch. I have tremendous confidence in them.”

David Templeman Senior Manager of Financial Systems, Simpson Thacher & Bartlett

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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.

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