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● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

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.

IT Decision Makers and Key Stakeholders at Diller & Rice

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Diller & Rice Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Diller & Rice IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Diller & Rice digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Diller & Rice Technographics
Diller & Rice is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Diller & Rice operates a diverse technology stack with applications such as CARET Legal, covering areas like Legal Practice Management.
Diller & Rice has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as CARET (formerly AbacusNext).
Diller & Rice recently adopted applications including CARET Legal in 2024, highlighting its ongoing modernization strategy.
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Our research team continuously updates Diller & Rice’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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