Los Angeles, 90025, CA,
United States
Charnley Rian Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Charnley Rian and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Charnley Rian employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Charnley Rian has purchased the following applications: Clio Manage for Legal Practice Management in 2021, Microsoft 365 for Collaboration in 2015, NetDocuments for Document Management 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 Charnley Rian is running and its propensity to invest more and deepen its relationship with Clio Software , Bottomline Technologies , Microsoft 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 Charnley Rian revenues, which have grown to $1.0 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 Charnley Rian 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.
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Clio Software | Legacy | Clio Manage | Legal Practice Management | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021, Charnley Rian deployed Clio Manage as its Legal Practice Management application. The implementation supports a small professional services firm of approximately 10 employees and is centered on the firm office in Los Angeles, California, enabling attorney and paralegal workflows for civil litigation matters.
Clio Manage was configured to centralize matter intake and lifecycle management, document drafting and editing, calendaring, and client billing processes. Functional modules in use include matter and contact records, document management tied to electronic and physical file organization, court date and deadline management, and time and billing capabilities, with collaborative accounting workflows involving the firm accountant.
The implementation integrates explicitly with e filing and court connectivity tools, including InfoTrack for state court filings and LA Court Connect through the Attorney Portal, and it coexists operationally with Net Documents and Bottomline Legal X for document storage and client billing tasks. Day to day operations documented in firm practice include opening new matters, filing with state courts, corresponding with litigation service vendors, calendaring and connecting court dates, and billing client matters across Clio Manage, Net Documents, and Bottomline Legal X.
Governance and process changes center on paralegal led operational ownership of document lifecycle and filing, while financial governance is coordinated with the firm accountant to reconcile billing across systems. The deployment positions Clio Manage as the primary Legal Practice Management system for matter orchestration, court e filing workflows, calendaring, and integrated billing within the firm.
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Legal Time and Billing | ERP Services and Operations |
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2021 | 2021 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| NetDocuments Software | Legacy | NetDocuments | Document Management | Content Management | n/a | 2021 | 2021 |
In 2021, Charnley Rian implemented NetDocuments for Document Management to centralize civil litigation document drafting and matter organization at the firm. The deployment supported core legal workflows managed by a paralegal in the Los Angeles office, including drafting, editing, and finalizing civil litigation documents, opening new matters, and organizing both hard copy and electronic files.
NetDocuments was configured to enforce matter-centric folder structures, document versioning, and metadata tagging consistent with law firm practice. Configuration focused on document lifecycle capabilities for drafting and collaboration, integrated filing references used for e-filing activities, and repository controls to support collaborative accounting processes with the firm accountant.
Operational integrations explicitly tied NetDocuments into the firm workflow, including e-filing through InfoTrack, court date connections using LA Court Connect through the Attorney Portal, and billing workflows that referenced Clio and Bottomline Legal-X. The implementation impacted legal operations, litigation support, calendaring, vendor correspondence, and billing functions, with governance practices centered on paralegal driven matter intake and coordinated accounting procedures.
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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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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