Wilson Allen has expanded and formalised its partnership with Foundation Software – now part of the Litera firm intelligence business unit – moving from working with firms with data preparation to a full-blown technical implementation partner.
The Foundation Firm Intelligence platform breaks down data silos, combining information from disparate systems like CRM, time and billing, HR, conflicts, and external sources to provide a holistic view of law firm clients, including what work a firm has done for a client, who did the work, and the third parties involved.
Wilson Allen will assist firms with implementation and with associated consulting, integration services, and data management services.
Speaking to Legal IT Insider, Barry Solomon, VP of Litera’s firm intelligence business unit, said: “We’re dominating the market and we are getting to the point where our customers want third party support, and Wilson Allen’s name comes up all the time.
“Foundation handles many different use cases, one of which is business development, and having a service provider like Wilson Allen that are a data platform but also has a really good understanding of BD is a perfect fit.”
Michael Warren, who co-founded Stanton Allen (which merged with Wilson Legal Solutions in 2018), told us: “We want to go where our clients take us. My background was Stanton Allen, where we had a strong business development focus and we’re seeing more and more the need to surface the knowledge and experience firms have developed, in order to service clients better. CRM and business intelligence are now at the heart of firms’ infrastructure – that has been happening for some time – and we are helping them leverage that better.”
Foundation has evolved and expanded from being focused on ‘experience’ to ‘intelligence’, mapping the increasing demand from clients to have far better visibility of the work that firms are doing, which goes beyond traditional CRM.
There is also a much bigger demand from firms to be able to unlock knowledge without third party assistance and Warren said: “What Foundation does is reduce the time spent on curation, so firms can actually spend time on the more valuable task of interpretation of the data and analytics.”
Wilson Allen is working on firms both side of the Atlantic and of mixed sizes. Warren says: “We teach firms to fish – smaller firms can’t afford bespoke services, but once Foundation is in, you can handle new use cases without custom development, which means smaller firms can keep up with the bigger ones.”