Leading Australian law firm McInnes Wilson is embracing a cloud-first approach, replacing its legacy practice management system with 3E, a market-leading financial and practice management solution from Elite, alongside the adoption of 3E Proforma.
This year, McInnes Wilson proudly marks its 50th anniversary. As a full-service firm, it has a wealth of experience covering a broad range of specialized legal services, with more than 400 employees in six locations across Australia.
To support its continued growth strategy, McInnes Wilson identified the need for a more modern, scalable approach to practice and financial management. Embracing a cloud-first strategy was a natural evolution, offering greater flexibility, resilience, and the ability to innovate at pace. By migrating to the cloud with 3E—powered by Microsoft® Azure®—McInnes Wilson will significantly enhance its core business technology stack and streamline its processes, including automated workflows, real-time insights, and cutting-edge analytics, as well as a fully managed service provided by Elite.
McInnes Wilson selected 3E as a core platform in its transition to a cloud-first environment. The firm was particularly impressed by its robust and open architecture, which integrates seamlessly through APIs. This flexibility complements McInnes Wilson’s broader strategy of building a best-of-breed, best-of-fit technology ecosystem. This approach brings together NetDocuments for document management and Actionstep for case management, delivering a modern, scalable, and connected platform for the future. Additionally, Elite’s strategic and long-term focus on intelligently incorporating and embedding the power of AI across its solutions to solve specific problems and pain points for customers was a key selling point.
In addition to adopting 3E, McInnes Wilson is poised to completely transform its billing and proforma processes through the adoption of 3E Proforma, which will seamlessly connect the lawyer and biller experiences in the cloud. With 3E Proforma, the firm can easily integrate information across divisions, significantly accelerating and optimizing its proforma process.
“As we evolve, we need to ensure our core financial and operational systems don’t hold us back, but rather that they support ongoing growth and improvement,” said Robyna May, CIO at McInnes Wilson. “We knew we needed a true cloud-based SaaS platform that was flexible, well-connected, and able to scale with the firm, backed by a clear roadmap to give us confidence the product would continue to evolve with us. 3E stood out as a platform that supports that kind of growth.”
May continued, “Elite is setting the benchmark for what a true cloud-native financial and practice management platform should look like. Their long-term vision and continued investment give us confidence that 3E will keep pace with the changing needs of firms like ours. We see it as a key part of what will drive the next stage of our firm.”
