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.

Capensys and Wilson Allen Announce Strategic Training Services Alliance at ILTA>On

Legal and professional services firms to benefit from
unified delivery of technology services, software solutions, and training

NEWTOWN SQUARE, Pa. and NEW YORK (August 25, 2020) – Wilson Allen, provider of software, services, and expertise that help law firms and professional services organizations enhance business performance, and Capensys, a leading provider of software training services and technology, today announced the formation of a strategic training services alliance. Together, Wilson Allen and Capensys will align to help firms accelerate user adoption of technology, streamline change management, and rigorously enforce information security practices.

Founded in 2008, Capensys is a trusted provider of technology training solutions for law firms and corporate legal departments for clients in the US, Canada, Australia, and throughout Europe. It is an iManage, NetDocuments, DocsCorp, and Intapp training partner and a recognized leader in improving user proficiency, productivity, and efficiency. It helped establish the Legal Technology Core Competencies Certification Coalition (LTC4), a non-profit group that created and maintains legal technology core competencies that have become the industry standard for law firms. Capensys is also the creator of Capensys’ unique Goal-Based Method to training, which ties in business and user goals to make training relevant, effective, and measurable.

“For firms to get the greatest benefit from technology investments, software actually needs to be fully used. Therefore, change management is one of the most important elements in every technology project. Partnering closely with a leading provider of change management expertise enhances our ability to drive ROI, which is a priority for Wilson Allen,” says Norm Mullock, VP, Strategy, Wilson Allen. “Capensys’ training tools, methodology, and expertise complements and expands our existing training capabilities in some important ways, especially as firms deal with the added dimension of remote training.”

Capensys helps 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. Capensys has recently released a “White Glove Productivity Pack” comprising industry-leading support tools to create personalized learning and provide just-in-time assistance within the live application. Firms worldwide rely on these tools to support software rollouts, upgrades, ongoing training, self-service learning, employee onboarding, and security awareness.

“We pride ourselves in always establishing training programs for clients which will help them meet their business goals,” says Sue Pasfield, founding director of Capensys. “We listen to clients and tailor our broad training offering into programs that target their diverse learning needs to achieve optimal user adoption.  Working with Wilson Allen will reinforce our team’s expertise and enable us to help our mutual clients be more competitive, profitable, and secure.”

Wilson Allen is developing training programs with Capensys to complement Wilson’s software and service offerings. For example, Wilson will create packaged training content for Wilson Proforma Tracker software, which helps firm digitize pre-bill preparation and validation. Additionally, Wilson and Capensys are collaborating on a broad offering around Microsoft Azure, including Power BI as well as Cognitive Services and Machine Learning.

Wilson Allen will share more details about its expanded portfolio of offerings at ILTA>On, taking place August 24-28, 2020, and is participating in the following educational sessions:

  • “Bracing for Impact: CCPA and Its Domino Effect” on Wednesday, August 26 at 11:30 AM CDT – featuring Anne Reavis, CRM Consultant
  • “It’s A Data Revolution: How Marketing Departments Are Using Data to Drive Strategy!”​ on Wednesday, August 26 at 12:45 PM CDT – panel session including Michael Warren, VP, CRM Practice
  • “Legal Business Analytics: Unlocking Insight with Azure AI and Cognitive Services​” on Thursday, August 27 at 11:30 AM – featuring Greg Murphy, VP, Products and a presenter from Microsoft

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. 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. It is an iManage and NetDocuments Certified Training Partner and works with Intapp and DocsCorp to produce their eLearning. It 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 Wilson Allen

Wilson Allen offers software and services that enable law firms and professional services organizations to run their business better. We leverage relationships with prominent industry partners and apply deep subject-matter expertise to help 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. Our 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. Together we 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.

JOIN THE MEETING BY CLICKING HERE
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

 

QuickLearn from Capensys: 3 ways to learn at the click of a button

What is your technology learning style?

Do you learn best by …

  • READING text?
  • VIEWING a demo?
  • HEARING it explained?

QuickLearn from Capensys offers all three learning styles at the click of a button.

QuickLearn can be published specifically for your firm, with your logo and courseware for your applications. QuickLearn provides an online Quick Reference Guide, including screenshots.  You can also view a demo of the skill, print the steps, or email them to someone else.  (This last is a great time-saver for the Help Desk!)  A Search button allows the user to find skills quickly and easily.

Launch QuickLearn from anywhere simply by clicking a link.

Want to know more or see a demo?  Contact us at info@capensys.com

 

Need an easy way to manage and deliver training? Are you satisfied with your current LMS?

Take the struggle out of managing your training
with Learnwise LMS! 

Why Learnwise:
  • Ready made library of online content, including Security/GDPR awareness
  • Simple to load your own content and create classes
  • Easy to create learning plans – great for LTC4
  • Fast performance and great support
  • Access learning from any device

See more…

For a demo contact us at info@capensys.com

 

WIIFMs – a new video series for overcoming lawyer resistance


 

 

Our new animation series called “What’s in it for me” (WIIFMs) was developed to help overcome lawyer resistance to effectively using their critical applications.

The new series of 2-minute videos focuses on the how lawyers will benefit from using the firm’s systems and the efficiencies they will gain.  These are not how-to videos, but rather animations which define the WHYs of using the the application.  The benefits are described in a language that lawyers relate to and understand.

Some WIIFM topics:

  • Why the DMS is critical to your practice
  • How Time and Billing affects your professional bottom line
  • Why well-formatted documents are critical to your practice

To see a demonstration of the new WIIFMs, please contact your Capensys representative, or email info@capensys.com.

 

New Enhanced Learning in Action (LiA)

Provide exercises and evaluations in your live system

New York, NY – March, 2019:  Are you looking for an effective way to build your users’ skills in the Firm’s software? A way to provide relevant training based on users’ needs?  An easy way to evaluate new hires?

Capensys announces its latest release of LiA (Learning in Action), a tool that evaluates users in the live application on their own firm desktop.  LiA has been designed to assist you with new hire training, knowledge consolidation exercises, evaluations of user skill levels, and certifications (LTC4 or in-house).

The new version of LiA uses a state-of-the art, extremely accurate method to record users’ actions and save their results in any Learning Management System (LMS). Users can perform tasks using any acceptable method, whether it be ribbon, right click, or key stroke combination, no matter how much the firm’s desktop has been customized.  The exercise results show a very accurate picture of how competent users really are.

The LiA application

  • Comes with a ready-made set of exercises which already incorporate multiple methods.
  • Provides training targeted to each user by offering relevant follow-up exercises if a pass mark is not achieved, or if they want to learn more.
  • Includes a simple, intuitive Designer tool which allows trainers to write their own exercises for most legal applications.

LiA exercises can be organized in learning plans in your LMS and can be used for core competency training, new hire and/or LTC4 certification, rollouts or general up-skilling.

“Our clients always ask us how to benchmark users and provide targeted learning, and the LiA tool is perfect for that.” said Sue Pasfield, Managing Director of Capensys. “It is invaluable to help firms gain an understanding of skill levels and offer relevant training.”

LiA is an important component of the Capensys ‘SkillUp!’ program, which allows firms to improve skill levels and achieve certification in a wide range of core competencies. The SkillUp! program helps Firms address today’s competitive environment in which clients demand more productivity and efficiency from law firms.

To see a demonstration of the new LiA and learning tools, please contact your Capensys representative, or email info@capensys.com.

 

Capensys Trainer and User Guides just got even better!

Our trainer scripts and companion users exercise guides now have even more depth with additional tips and trainer notes. 

They are still very easy to tailor to your environment and cover all the workflows needed for a successful rollout and ongoing training program.  We have these for all of Office 2016 as well as iManage, Work 10, NetDocuments and many other legal applications. They make the ideal training blend together with the Capensys online learning library and the instructors we can provide.

Contact us to see how you can easily make your rollouts a success.

Learn all about our Capensys online learning library.

The NEW! Capensys LMS – a perfect solution for busy law firm training professionals

Need an easy way to manage and deliver training?

Are you satisfied with your current LMS?


The NEW! Capensys LMS…
NO MUSS, NO FUSS!

Our new LMS takes all the struggle out of managing your training! 
  • Simple to load your own content and create classes
  • Easy to create learning plans – great for LTC4
  • Fast performance and great support
  • Access learning from any device
  • Ready made library of online content, including Security/GDPR awareness

See more…

For a demo contact us at info@capensys.com