Entries by janis richman

Watch the Recording: Best Practices for Training and Adoption of Financial and Practice Management Systems

Are you wondering how to get the most out of your next financial/practice management rollout?

Wondering how you can derive value from technology investments and ensure swift and complete user adoption?

Making training and user adoption a key component of success, your firm will speed its return on investment.

The change management experts at Capensys (now part of Wilson Allen, experts in financial and practice management systems) will share best practices and lessons learned based on more than 20 years of technology training expertise.
See how your firm can help ensure the success of a major rollout – such as Elite 3E, Aderant, or Intapp OnePlace – through a well-conceived and implemented training program.

The webinar will provide a road map for successful user adoption when rolling out new business intake, conflicts, time entry, billing, inquiries, reports, and more.

Our subject matter experts will explain proven techniques to get optimal adoption by:

We hope that you enjoyed our webinar. Please don't hesitate to let us know if you have any questions by sending an email to capensys@wilsonallen.com.

Wilson Allen Announces Acquisition of Capensys

Wilson Allen

Training solutions to form core of change management services

NEWTOWN SQUARE, Pa.  (October, 13, 2020) – Wilson Allen, provider of software, services, and expertise that help law firms and professional services organizations enhance business performance, announced today that it has acquired Capensys, a leading provider of software training services and technology. The addition of Capensys’ training solutions will extend Wilson Allen’s ability to help firms accelerate user adoption of technology, streamline change management, and rigorously enforce information security practices.

 “We exist to help our customers get the greatest benefit from technology investments. Since change management is one of the most important aspects of every technology project, we are increasing our investment in training solutions as a foundational element of our change management offering,” says Norm Mullock, VP of Strategy, Wilson Allen. “Capensys has tremendous breadth and depth of software expertise and an established online learning platform that we will build upon to help our customers drive ROI. The company’s training platform, content, methodology, and expertise complement and greatly expand our existing training capacity. This is all the more important as firms deal with the added dimension of remote training.”

Founded in 2008, Capensys is a trusted provider of technology and security training solutions for law firms and corporate legal departments for clients in the US, Canada, the U.K., and Australia, helping firms optimize their training programs through blended learning strategies and innovative training tools. The company has a full portfolio of training delivery tools, a comprehensive library of user adoption materials, and online and instructor-led materials. It is an iManage, NetDocuments, DocsCorp, and Intapp training partner, and a recognized leader in improving user proficiency, productivity, and efficiency. Capensys helped establish the Legal Technology Core Competencies Certification Coalition (LTC4). This non-profit group created and maintains legal technology core competencies that have become the industry standard for law firms.

“We are delighted to join the Wilson Allen organization,” says Sue Pasfield, founding director of Capensys. “Wilson Allen is a trusted advisor and services partner with a clients-first ethos. Our companies are fully compatible culturally and our offerings are entirely complementary. Being part of Wilson Allen will expand our reach and allow us to continue to invest in deepening our goal-based training offerings and our learning platform, ultimately to make our clients more competitive, profitable, and secure.”

Capensys training for Thomson Reuters Elite software will become a modular offering in Wilson Allen’s Elite upgrade projects, and Capensys Intapp training will be available as an extension of Wilson’s Intapp implementations. Aderant software training services are coming soon. These services will be available to any firm requiring Elite, Intapp, or Aderant training. The company will develop Capensys training services to complement Wilson’s own software and service offerings and is creating packaged training content for Wilson Proforma Tracker software to help firms digitize pre-bill preparation and validation. Additionally, the company is developing a broad offering around Microsoft Azure, including Power BI as well as Cognitive Services and Machine Learning.

Arbor Ridge Partners served as the exclusive M&A advisor to Capensys and arranged this transaction.

Both Wilson Allen and Capensys operate virtually in locations throughout the United States, Canada, and the U.K. Hence, there are no plans to make staffing or location changes for Capensys staff and consultants. To learn more about Capensys training services and online learning, visit https://wilsonallen.com/services/training.

About Capensys

Capensys is a global thought-leader within the legal industry providing innovative and effective technology training services and courseware, skills assessments, blended learning and evaluation tools, and a learning management system. Capensys is an iManage and NetDocuments Certified Training Partner and works with Intapp and DocsCorp to produce eLearning content for their clients. The Capensys Sentinel Security program offers a full suite of security, privacy, and compliance content, a Foundations course (that qualifies for CLE), and a phishing tool. Capensys helped found the Legal Technology Core Competencies Certification Coalition (LTC4) and offers courseware and evaluation tools to fully support LTC4 workflows. Learn more at capensys.com.

About Arbor Ridge Partners

Arbor Ridge Partners is a business broker that focuses on mergers and acquisitions for Legal Technology and Legal Services companies, including litigation support, computer forensics, eDiscovery, legal services, and software companies. With over 60 years of combined industry experience, legal backgrounds, first-hand industry M&A experience, and deep relationships, Arbor Ridge Partners maximizes value in the purchase and sale of Legal Technology and Legal Services Businesses.

About Wilson Allen

Wilson Allen offers software and services that enable law firms and professional services organizations to better run their businesses. The company uses relationships with prominent industry partners to apply deep subject-matter expertise that helps firms build stronger relationships, work more efficiently, and run more profitably.

Long recognized as a leader in time and billing applications, Wilson Allen has dramatically expanded its breadth of offerings in recent years. The company’s world-class CRM consultants help firms optimize data and processes to identify, win, and keep high-value clients. Proven professional and technical services teams develop and implement software solutions to help firms stay competitive, relevant, and profitable. Innovative business and analytics experts help firms access, analyze, and share data to drive smarter business decisions. Wilson Allen helps clients break down the silos across software, data, and processes at each stage of the client life cycle to enable a more strategic approach to operations and better business performance.  Learn more at wilsonallen.com.

April 30th Online Document Excellence Group Roundtable

April 30, 2020
8:45 am ET  |  7:45 am CT  |  5:45 am PT  |  13:45 BST
Online Event - Joining Instructions below

John Attinger, our Director of Training and Security, will be a speaker along with hosts Sherry Kappel and Judye Releford from the USDEG for an interesting online round table session on today's and tomorrow's skill requirements for document professionals. Many thanks to Kraft Kennedy for hosting this online event.

Conference ID: 183 236 370#
Telephone Numbers
+1 212-692-5799 United States, New York City (Toll)

Document Excellence Group
Developing best practice and promoting excellence through knowledge and collaboration.

Please feel free to pass this invite on to colleagues who may be interested. If you have received this email from a colleague and would like to receive invites and information from the Document Excellence Group please do register to join the Group. Membership is free. To join please click HERE.

Advantage Managed Training Services

LET US HELP YOUR TRAINING TEAM EXCEL FREE UP trainers from onboarding training FOCUS on higher value-added services DELIVER workflow-based, blended training IMPROVE user adoption CHECK user skill levels AUTOMATE managing and reporting Spend less time… on what’s repetitive Spend more time… on performance consulting  

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