Los Angeles, 90064, CA,
United States
Brager Tax Law Group, A P.C. Technographics
Brager Tax Law Group, A P.C. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Brager Tax Law Group, A P.C. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 15 Brager Tax Law Group, A P.C. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Brager Tax Law Group, A P.C. has purchased the following applications: Stripe Payments for Payment Processing in 2020, AdvoLogix Matter Management for Case Management, Legal Practice Management in 2015, Client Chat Live for Chatbots and Conversational AI in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Brager Tax Law Group, A P.C. is running and its propensity to invest more and deepen its relationship with Stripe , AdvoLogix.com , Client Chat Live 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 Brager Tax Law Group, A P.C. revenues, which have grown to $3.0 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 Brager Tax Law Group, A P.C. 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.
Brager Tax Law Group, A P.C. Tech Stack and Enterprise Applications
Brager Tax Law Group, A P.C. ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Stripe | Legacy | Stripe Payments | Payment Processing | ERP | n/a | 2020 | 2020 |
In 2020, Brager Tax Law Group, A P.C. deployed Stripe Payments on its website. Stripe Payments serves as the firm s Payment Processing solution for client billing and online payment collection, directly linking client-facing engagement pages to payment capture workflows.
The implementation focused on embedding Stripe Payments checkout flows and hosted payment forms into the firm s public invoice and engagement pages. Configuration work emphasized secure card acceptance, client receipt generation, tokenization of payment data, and alignment with Payment Processing functional workflows for invoicing and receipt reconciliation.
Operational scope covers the firm s US professional services practice and day-to-day client billing operations, managed by internal administrative staff. The deployment routes checkout events to internal billing processes using standard callback mechanisms and email notifications, and governance centers on centralized payment reconciliation and adherence to PCI compliance controls.
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Brager Tax Law Group, A P.C. ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AdvoLogix.com | Legacy | AdvoLogix Matter Management | Case Management, Legal Practice Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015, Brager Tax Law Group, A P.C. deployed AdvoLogix Matter Management. Brager Tax Law Group, A P.C. uses AdvoLogix Matter Management for Matter Management to support its 15 person tax litigation practice, including four attorneys and one registered agent, covering intake, client screening, scheduling new client consultations, and preparation of retainer documentation.
AdvoLogix Matter Management was configured to centralize matter intake, contact records, document management, and correspondence workflows, with templated output for Retainer Agreements, Retainer Coverletters, Forms 2848 Power of Attorney and 8821 Tax Information Authorization and other attachments filed with state agencies such as the FTB or SBE. Staff scan and upload client documents and Tax Notes into AdvoLogix for shared access, use matter-level notes to prepare and finalize client correspondence, and compile case materials for the Overseas Voluntary Disclosure Program.
Operational design keeps Accounts Payable and bookkeeping in QuickBooks while AdvoLogix holds client and matter records, reflecting a dual-system operating model where QuickBooks is the explicit system for AP processing and AdvoLogix is the authoritative matter repository. Tax research content is downloaded from LexisNexis and manually incorporated into matter files in AdvoLogix, and practitioners request IRS Account Transcripts and record results directly in the matter management system.
Day to day governance emphasizes paperless office procedures, scanning incoming mail, distributing digital copies to appropriate counsel, and standardized steps for preparing FedEx shipments, certified mail with return receipt, and USPS mailings as part of matter administration. The implementation codified intake-to-file workflows, template usage for filing forms, and document scanning and upload practices to ensure universal access to matter documents across the firm.
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Brager Tax Law Group, A P.C. AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Client Chat Live | Legacy | Client Chat Live | Chatbots and Conversational AI | AI-Powered Application | n/a | 2017 | 2017 |
In 2017, Brager Tax Law Group, A P.C. deployed Client Chat Live on its public website. The deployment uses Client Chat Live as a Chatbots and Conversational AI solution to provide real-time visitor engagement and to support client intake and front-office communications.
The implementation centers on an embedded web chat widget and conversational flow configuration. Client Chat Live is configured to present automated greetings, capture basic contact and case intake fields, and escalate sessions to live responders when necessary, with chat transcript capture for recordkeeping and follow up. These functional capabilities reflect common Chatbots and Conversational AI workflows such as lead capture, session routing, and conversational form handling.
Operational responsibility is scoped to the firm website and front-office functions, with staffing and response procedures adjusted to provide live chat coverage during business hours. Governance activity focuses on intake routing, transcript retention for client follow up, and scripted conversational templates to ensure consistent initial client interactions using Client Chat Live.
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Brager Tax Law Group, A P.C. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2019 | 2019 |
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Brager Tax Law Group, A P.C. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Brager Tax Law Group, A P.C. 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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Brager Tax Law Group, A P.C. CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Brager Tax Law Group, A P.C.
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Brager Tax Law Group, A P.C. Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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