Bernstein Shur
100 Middle Street,
Portland, 04104-5029, ME,
United States
Portland, 04104-5029, ME,
United States
1 207-774-1200
Professional Services
Bernstein Shur Technographics
Bernstein Shur Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Bernstein Shur and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 Bernstein Shur employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Bernstein Shur has purchased the following applications: ClientPay for Payment Processing in 2017, Microsoft 365 for Collaboration in 2021, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Bernstein Shur is running and its propensity to invest more and deepen its relationship with ClientPay , Microsoft , DocuSign or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Bernstein Shur revenues, which have grown to $30.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Bernstein Shur intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Bernstein Shur Tech Stack and Enterprise Applications
Bernstein Shur ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ClientPay | Legacy | ClientPay | Payment Processing | ERP | n/a | 2017 | 2017 |
In 2017, Bernstein Shur implemented ClientPay on their website, deploying ClientPay as the firms web-facing payment acceptance channel. ClientPay is a Payment Processing application used to capture client payments online for the professional services firm, and the deployment centers on public site payment pages for client-driven billing settlements.
The implementation leverages Payment Processing capabilities typical of the category, including an online payment gateway for card and ACH acceptance, client-facing checkout and payment page configuration, tokenization and PCI-focused payment data handling, and reconciliation and reporting workflows. Configuration and operational settings are aligned with electronic invoicing and accounts receivable processes, supporting matter-level payment capture and standard settlement reporting used by finance teams.
Operational scope concentrates on the firms finance, billing, and client services functions across its United States offices, with controls oriented around payment security, audit trails, and settlement visibility. The website-based deployment centralizes client payment intake and embeds payment processing controls that feed revenue operations and accounting workflows without explicit evidence of third party system integrations.
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Bernstein Shur Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021 Bernstein Shur deployed Microsoft 365 as its Collaboration platform. The implementation is visible on the firm website and reflects a centralized adoption of Microsoft 365 capabilities for firm communications and document access.
The Microsoft 365 deployment emphasized core Collaboration services, including Exchange Online for firm email, SharePoint Online for intranet and document libraries, OneDrive for user file synchronization, and Microsoft Teams for meetings and real time collaboration. Configuration work centered on tenant level provisioning, mailbox and site tenancy, and standard collaboration templates to support legal document workflows and team collaboration.
Deployment coverage included approximately 350 employees across the United States, spanning legal practice groups, administrative functions, and business operations. Operational scope focused on firmwide collaboration, secure document sharing, and internal communications rather than external client portals.
Governance was centralized through Microsoft 365 administrative controls, with role based access management, document classification and retention policy configuration to align with professional services requirements. The implementation narrative emphasizes platform consolidation into Microsoft 365 to standardize collaboration tooling and administrative oversight across the firm.
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Bernstein Shur Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021 Bernstein Shur implemented DocuSign eSignature as a Digital Signing solution on its public website to capture client signatures and manage outbound document execution. Bernstein Shur DocuSign eSignature Digital Signing supports client-facing signature workflows for engagement letters, client intake forms, and routine contract execution across the firm.
The deployment centers on embedded document signing flows on the firm website, using configurable signature workflows and reusable templates to standardize document presentation and signature capture. DocuSign eSignature provides standard e-signature capabilities such as envelope management, templating, recipient routing, and an auditable signature trail, which are evident in the implementation.
Operational coverage focuses on client-facing legal document execution and practice group intake processes, aligning the Digital Signing capability with legal operations and client services. Governance practices include template controls and role-based access for signature initiation and document visibility, moving signature activity to a centrally managed, web-embedded channel rather than ad hoc local signing methods.
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Bernstein Shur CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Bernstein Shur ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2020 | 2020 |
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Bernstein Shur IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Bernstein Shur CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Endpoint Detection and Response (EDR), EMM / MDM / MAM | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Bernstein Shur
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Bernstein Shur Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Bernstein Shur IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Bernstein Shur digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Bernstein Shur Technographics
Bernstein Shur is a Professional Services organization based in United States,
with around 350 employees and annual revenues of $30.0 million.
Bernstein Shur operates a diverse technology stack with applications such as
ClientPay, Microsoft 365 and DocuSign eSignature,
covering areas like Payment Processing, Collaboration and Digital Signing.
Bernstein Shur has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as ClientPay, Microsoft and DocuSign.
Bernstein Shur recently adopted applications including
Cloudflare CDN in 2022, Microsoft 365 in 2021 and DocuSign eSignature in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Bernstein Shur’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Bernstein Shur’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Bernstein Shur technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.