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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

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
  • Documentation and training
  • Software implementations, migrations, and upgrades
  • Mergers
  • Remote/on-site support
  • Coordination of internal/external project resources
  • Engagement advisory
  • Function and feature review and deployment
  • Project management
  • 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
  • Custom maintenance and support agreements
  • Infrastructure design, business continuity, and disaster recovery
  • Remote/on-site support
  • Technology planning and system selection
  • Template and report development
  • Business process and rules implementations
  • Data conversions including quality, planning, extract, migration, and validation
  • System upgrades, setup, and troubleshooting
  • Systems and information security
  • Temporary staffing
  • UX and business application Design And Development

Specialized Consulting Services

Phase Zero Planning Workshop

Streamline the transition to a new practice management system.

Making the transition to 3E from Elite Enterprise or any financial system? This workshop helps you prepare so you can streamline the process.

Tailored to your law firm’s project leadership team, this collaborative workshop is led by Wilson Legal Solutions’ directors who specialize in 3E implementations. The workshop includes insight information, identifying project scope and potential budget, implementation planning, service implementation hours fit for purpose, team structure, and project risk mitigation strategies.

Detailed information presented and discussed in the 3E Phase Zero Planning Workshop includes:

  • Software adoption status of peer firm to review successes, issues, risk areas, and lessons learned
  • Recent product enhancements and achievements
  • Replacement project scope highlighting systems to replace, critical success factors, timing, and budget
  • 3E implementation project planning
  • Critical success factors
  • Current system data preparation
  • Implementation phases and example timelines
  • Cost metrics (hardware, software, people, phases, etc.)
  • Project ownership, team composition, and people time allocation by phase
  • Software development customization options
  • Data integration strategy
  • Management information reporting, dashboards, report distribution
  • Technical strategies such as APIs and services, mobile applications, time entry, and data analysis
  • Change management plan
  • Risk assessment and mitigation strategies

At the conclusion of the workshop Wilson Legal Solutions will deliver a detailed report with recommendations to the firm on all topics covered

Systems and Information Security Services

Manage your firm’s IT infrastructure and secure your data with less effort, cost, and risk.

There is an increasing need among law firms for business systems that run efficiently and securely. Wilson Legal Solutions’ systems and information security team helps meet this need through the delivery of the following specialized services:

System Services


  • ELITE 3E and Enterprise Setup
  • ELITE 3E and Enterprise Ongoing Support
  • Intapp Software Services


  • Microsoft SQL Server


  • Business Continuity and Disaster Recovery
  • Cloud and Hybrid Computing
  • Security and Mobility

Information Security Services

  • Comprehensive Review and Remediation
  • Best Practices and Process Improvement

Key Differentiators

  • Deep technical expertise with system and enterprise solution design, database design and administration, business continuity, and disaster recovery development, training, and support
  • Cross-industry perspective across legal, finance, and hi-tech industries that bridges infrastructure, development, and user experience
  • Trusted as a services partner that meets the needs of law firms worldwide
  • Proven ability to architect robust enterprise solutions based on business needs with exceptional attention to detail
  • Certified as a services partner with Thomson Reuters Elite and Intapp to enable best-practice insight
Download the information sheet

Certified Services for Intapp Products

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

Intapp products allow firms to effectively align business operations with business strategy and are recognized as the most advanced in their respective categories. Wilson Legal Solutions helps firms get greater value out of their investment in Intapp products. We have successfully completed the certification process to provide services for all Intapp products.

Our professional and technology services help you implement, customize, and learn how to use Intapp products with greater ease, including Intapp Integrate, Intapp Open, Intapp Flow, Intapp Time, and Intapp Walls software. We are also a Certified 3E Services Partner for Thomson Reuters Elite.

Download the information sheet

Key Differentiators

  • Certified to provide services for all Intapp products
  • Certified expertise with Elite Enterprise and 3E software
  • Full-service Intapp implementation capabilities (consult, design, and build) in North America and EMEA
  • Extensive experience working on Intapp software services projects
  • Intapp relationship for services and product development
  • Turnkey Intapp Integrate solution for Elite 3E clients

Design Gallery Professional Services

Generate fast, readable, and professional-looking documents with Design Gallery and Wilson Legal Solutions.

Law firm administrators face never-ending demands for information based on data stored in the firms' practice management system and disparate software solutions. Pulling this information together, formatting it, and sharing the information is often time-consuming and laborious when done manually. Thomson Reuters Elite streamlines this effort with its Design Gallery solution. Design Gallery takes data from your Elite 3E or Enterprise system, transforms it into a variety of formats, and enables quick and efficient distribution.

Wilson Legal Solutions can help reduce your time to value when adopting Design Gallery. Our team of professional and technical consultants shortens the implementation time line by applying our certified expertise and time-proven and firm-tested methodology.

Download the information sheet

Key Differentiators

  • Certified as a services partner with Thomson Reuters Elite
  • 70+ Design Gallery clients
  • 25+ full Design Gallery implementations
  • Six FTE employees in North America and one in the UK
  • 10,000+ total Design Gallery hours
  • 25+ total years’ experience with Design Gallery
  • 85+ total years’ experience with Elite software

Business Process Improvement Service

Bridge the gap between your existing business processes and current needs to achieve your firm’s strategic goals.

If your firm implemented its financial system several years ago, chances are good that your technology needs have changed since then. Perhaps you have experienced significant growth or acquired new practice groups. Or maybe you are struggling to comply with increasingly demanding clients. As your firm has grown or changed, have your business processes kept up with the changes?

Wilson Legal Solutions has a team of consultants who are experts in the business of law. With many years of experience helping law firms improve their operational efficiency, we can analyze your current business processes. Based on our findings, we can then design and recommend specific process changes that directly support your firm’s strategic goals and evoke best practices that are currently supported in the legal community.

Through our proven methodology, we will work with your firm to identify specific needs and areas for improvement, both process-based and functionality-based. We not only focus on the people who directly interact with the financial system, but we also meet with lawyers, secretaries, and other key staff members who are indirectly involved with the system or its information.

Download the information sheet

Key Differentiators

  • Better recognition and understanding of current process inefficiencies, redundant tasks, and manual processes
  • More opportunities for increased operational efficiency through process changes that support your firm’s business goals
  • Increased awareness of unused functionality in your financial system – either in your installed release or in the latest release if you were to upgrade
  • Clearer identification of manual tasks that could be automated
  • Improved delivery of the right information at the right time to your lawyers
  • Enhanced ability to service clients and meet client demands
  • Faster production of bills, processing of cash receipts, and collection of receivables
  • More efficient month-end closing and balancing process

Transition Services

Map out and execute a plan to use a system conversion as an opportunity to improve.

The time has come for many law firms to decide which software will serve their needs best in the future. But the decision to transition to a new software system is not a light consideration. System upgrades and conversions can be time-consuming and fraught with potential complications as well as capital output. But there are ways to minimize the pain and maximize the rewards of a conversion.

Wilson Legal Solutions can help you navigate this process with our technology transition advisory services. Our team of business of law and technology consultants can help you select the best software for your firm. We’ll help map out and execute a plan to use the conversion as an opportunity to improve your firm’s operations.

Download the information sheet

Why Choose Wilson Legal Solutions?

When you choose Wilson Legal Solutions, you’re working with consultants who help the world’s largest law firms maximize the return on their software investments. Many of our consultants have spent their careers in the legal technology industry, helping law firms reach new levels of operational efficiency and profitability. Our team has the experience and history to enable you to make the most of your software conversion by helping you to:

  • Identify pain points and opportunities
  • Develop your firm’s transition plan
  • Manage vendors by acting as an advocate for your firm’s needs
  • Prepare your data for quick migration
  • Execute your plan with excellent project management, implementation, and training 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.


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 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

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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