Coral Gables, 33146, FL,
United States
Daniels, Rodriguez, Berkeley, Daniels & Cruz Technographics
Daniels, Rodriguez, Berkeley, Daniels & Cruz Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Daniels, Rodriguez, Berkeley, Daniels & Cruz and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Daniels, Rodriguez, Berkeley, Daniels & Cruz employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Daniels, Rodriguez, Berkeley, Daniels & Cruz has purchased the following applications: PerfectLaw Back Office for Legal Practice Management in 2020, Microsoft 365 for Collaboration in 2018, Automattic Jetpack CRM for CRM in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Daniels, Rodriguez, Berkeley, Daniels & Cruz is running and its propensity to invest more and deepen its relationship with PerfectLaw , Wolters Kluwer , Bottomline Technologies 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 Daniels, Rodriguez, Berkeley, Daniels & Cruz revenues, which have grown to $5.0 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 Daniels, Rodriguez, Berkeley, Daniels & Cruz 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.
Daniels, Rodriguez, Berkeley, Daniels & Cruz Tech Stack and Enterprise Applications
Daniels, Rodriguez, Berkeley, Daniels & Cruz ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| PerfectLaw | Legacy | PerfectLaw Back Office | Legal Practice Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020 Daniels, Rodriguez, Berkeley, Daniels & Cruz deployed PerfectLaw Back Office as its Legal Practice Management application. The deployment is recorded alongside staff activity between April 2020 and February 2021, indicating operational use at the firm’s Miami, Florida office.
Implementation emphasized front desk and administrative workflows, with staff documented as proficient in Perfectlaw AIM and performing data entry, switchboard backup, call answering and file handling. PerfectLaw Back Office was configured to support matter intake, document management, calendaring, and billing workflows consistent with Legal Practice Management functionality, with configuration focused on role based access for administrative users and matter centric record keeping.
Operational coverage centered on the firm’s administrative and client intake functions, including the front desk, records management and telephone routing tasks executed by support staff. The system supported daily office processes for a 50 person professional services firm, concentrating on consolidation of client files and routine data entry processes rather than enterprise integrations.
Governance and rollout were aligned to administrative staffing needs, with on the job proficiency in Perfectlaw AIM noted among front desk personnel and training oriented toward data entry, call handling and file circulation. Documentation of staff duties suggests a controlled adoption of PerfectLaw Back Office by administrative teams to standardize intake and office record workflows.
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Legal Practice Management | ERP Services and Operations |
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2015 | 2015 |
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Legal Time and Billing | ERP Services and Operations |
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2015 | 2015 |
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Legal Time and Billing | ERP Services and Operations |
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2015 | 2015 |
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Daniels, Rodriguez, Berkeley, Daniels & Cruz Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
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Daniels, Rodriguez, Berkeley, Daniels & Cruz CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2016 | 2016 |
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Customer Experience | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2023 | 2023 |
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Daniels, Rodriguez, Berkeley, Daniels & Cruz CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Daniels, Rodriguez, Berkeley, Daniels & Cruz
Apps Being Evaluated by Daniels, Rodriguez, Berkeley, Daniels & Cruz Executives
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