Van Wert, 45891, OH,
United States
Diller & Rice Technographics
Diller & Rice Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Diller & Rice and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Diller & Rice employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Diller & Rice has purchased the following applications: CARET Legal for Legal Practice Management in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Diller & Rice is running and its propensity to invest more and deepen its relationship with CARET (formerly AbacusNext) 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 Diller & Rice 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 Diller & Rice 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.
Diller & Rice Tech Stack and Enterprise Applications
Diller & Rice ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CARET (formerly AbacusNext) | Legacy | CARET Legal | Legal Practice Management | ERP Services and Operations | n/a | 2024 | 2024 |
In 2024, Diller & Rice, LLC deployed CARET Legal as its single platform for Legal Practice Management, formalizing a firmwide consolidation across its Van Wert headquarters and offices in Toledo and Spencerville. The small professional services firm with approximately 10 employees and practice areas spanning estate planning, bankruptcy, family law, business law, and tax preparation tasked a Regional Business Manager to modernize operations and reduce administrative overhead so attorneys could focus on legal work.
The implementation of CARET Legal centralized core functional modules including client and matter management, integrated timekeeping, invoicing, calendar, and email under a single login. The project required structured data migration and mapping from four distinct source systems, Amicus Attorney, Timeslips, Clio, and PracticePanther, and included a parallel trial period to validate mappings and user workflows before full cutover. Configuration work included customizing invoice templates by office and matter type and enabling navigation options to support both frequent and occasional users.
Integration work emphasized CARET Legal’s Microsoft interoperability, aligning with the firm’s existing Microsoft 365 tools and Teams based VoIP, so calendar and email sync occurred directly inside the new platform. The firm retained familiarity with Amicus Attorney because it had been used historically, and CARET Legal’s platform continuity helped shorten the user learning curve. Timekeeping was rearchitected from a remote, single PC entry model to direct time entry inside CARET Legal, removing the previous single point of failure tied to a dedicated machine.
Governance and roll out relied on a pragmatic, hands on approach suitable for a small firm without a dedicated IT department, with the Regional Business Manager attending vendor training and leading internal coaching. Diller & Rice worked directly with the CARET Legal team to map data and stage cutover, and the parallel run reduced disruption while staff adopted new workflows. Flexible navigation and role oriented access were emphasized to accommodate partners, assistants, and occasional users across offices.
Since the 2024 deployment, CARET Legal serves as the firm’s centralized system for client information, timekeeping, invoicing, and scheduling, and calendar and email integration has streamlined the office manager’s daily work. Attorneys and staff now enter time and manage matters in the same platform, which reduced the synchronization issues and missed entries caused by fragmented tools. CARET Legal’s support engagement was noted as a consistent operational resource during onboarding and stabilization.
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IT Decision Makers and Key Stakeholders at Diller & Rice
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Apps Being Evaluated by Diller & Rice Executives
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