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

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.

Implementing an Intapp New Business Intake and Conflicts System: LESSONS FROM THE FIELD

Listen to the informative and practical webinar presented by Capensys on Friday October 25th – with:

– Meg Block, VP of Risk Consulting at Intapp
– HBR Consulting
– Quimera Group
– Aurora North

Friday October 25th
8:00 PT  | 10:00 CT | 11:00 ET

Meg and the Intapp partners shared their expertise in successful rollouts of conflicts and new business intake. Capensys rounded out the webinar by discussing the resources, materials and tools you can use to ensure successful user adoption.

The webinar answered the following questions and more:
  • What are the advantages of an improved NBI/Conflicts system to the firm? To the attorneys?
  • How can we position the NBI/Conflicts transition so that the different stakeholders embrace the change?
  • How can we leverage the project to implement business process best practices, e.g. OCGs, engagement letter tracking, bulk matter creation?
  • How can we promote the new system as an opportunity to improve client service?
  • What are the best user adoption strategies?

Implementing OnePlace touches nearly every role in a law firm – partners, secretaries/legal administrative assistants, administrative teams in Risk, Finance, Marketing/Business Development, Professional Recruiting and IT. For an implementation to be successful, the effort must address the specifics of how each constituency is affected – how they will work in new ways, what’s going to be uncomfortable, and the specific benefits that will make the change worthwhile.

If you are rolling out Intapp OnePlace or are looking to upgrade your current system in the future, you won’t want to miss this webinar.

Capensys Announces a Managed Training Services Approach to Assist Firms with Technology Skills Improvement

Law firms are facing significant challenges in providing relevant training to users while reducing costs and increasing their competitive position. For many firms, it is becoming more practical to outsource day-to-day functions to training experts in the industry who can provide a robust, up-to-date strategy and reduce costs.

As global thought-leaders within the legal industry, Capensys has made their training expertise available to clients in the form of a managed training service. Capensys is a team of seasoned professionals with many years of experience in senior training and user support positions at leading law firms.

Are you looking to provide your firm with a new and cost effective approach to training?

We can work with you to create a managed training strategy that suits your needs and your budget. We can provide online learning from a comprehensive library of legal-specific content, the latest training delivery tools and just-in-time support materials to supplement your existing repository of materials and tools. We can also provide experienced trainers for any type of training program – regular business-as-usual, new hire or rollouts. Capensys uses unique evaluation methods and analysis strategies to identify skills gaps and the best strategies to close them. As founders of LTC4 (Legal Technology Core Competencies Certification Coalition), we can also assist your firm to work towards this industry recognized LTC4 Certification.

Our Capensys Goal-Based Approach ties the training strategy to business and user goals and ensures that firms can measure the effectiveness of their training programs. Our experience in managing global projects means that we are well prepared to partner with you to boost your training program, improve user productivity and efficiency firm-wide, while keeping costs down and results high.

Capensys have hired Cynthia Bradshaw, an experienced law firm specialist, to spearhead the Managed Training Services offering.

Law firm clients are asking for assurance that legal professionals from their outside counsel are competent in the fast moving, ever changing world of technology, thereby reducing the risks and costs associated with lack of knowledge. Allow Capensys to provide your firm with best-of-breed managed training services which are efficient, effective and enhance your client service

For more information go to and email to talk about a free initial consultation.

Podcast Recording – Ari Kaplan Interview of Capensys Team

LISTEN TO Sue Pasfield and Janis Richman as they discuss how Capensys services and tools can help firms get the competitive edge through technology efficiency.

Life After Rollouts – Up-Skilling Programs Podcast Archive

Listen to John Attinger and Janis Richman as they are interviewed by Craig Huggart on the Legal Leaders Podcast.