ElderCounsel
5852 S. Langdon Dr,
Evergreen, 97709, CO,
United States
Evergreen, 97709, CO,
United States
1 888-789-9908
Professional Services
ElderCounsel Technographics
ElderCounsel Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by ElderCounsel and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 ElderCounsel employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that ElderCounsel has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2017, JobMatch ApplicantPro for Applicant Tracking System in 2017, Zendesk Chat for Chatbots and Conversational AI in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems ElderCounsel is running and its propensity to invest more and deepen its relationship with Oracle , JobMatch , Zendesk 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 ElderCounsel revenues, which have grown to $10.0 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 ElderCounsel 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.
ElderCounsel Tech Stack and Enterprise Applications
ElderCounsel ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2017 | 2017 |
ElderCounsel implemented Oracle NetSuite ERP in 2017. The deployment focused on ERP Financial capabilities to centralize accounting and membership billing for the national elder law, veterans benefits and special needs planning membership organization, which operates in a virtual environment and maintains staff in Bend, OR and throughout the United States.
The implementation emphasized core financial modules within Oracle NetSuite ERP, with explicit configuration for accounts payable and accounts receivable workflows. Accounts payable functionality included vendor master maintenance, receipt and processing of vendor invoices and check requests, assignment of account company department and class coding, and maintenance of AP filing for paid and unpaid invoices. Accounts receivable functionality covered member billing management, interfacing with members on past due balances, updating payment information, and processing customer contracts.
The Oracle NetSuite ERP instance was provisioned to support remote work patterns, enabling centralized transaction processing and vendor file maintenance across the organization. Operational coverage concentrated on the accounting function while supporting membership facing finance interactions for a national membership base of attorneys.
Governance and process controls centered on vendor master controls, standardized transaction coding practices, AP and AR filing discipline, and workflows to prepare and send annual 1099s to vendors. Day to day operational procedures included enforcing invoice routing and approval, maintaining vendor master files in NetSuite, and assigning role based access for finance and membership staff within the Oracle NetSuite ERP environment.
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ElderCounsel HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| JobMatch | Legacy | JobMatch ApplicantPro | Applicant Tracking System | HCM | n/a | 2017 | 2017 |
In 2017, ElderCounsel deployed JobMatch ApplicantPro as their Applicant Tracking System and embedded the JobMatch ApplicantPro job portal on their public website to centralize candidate intake. The implementation uses the vendor-hosted Applicant Tracking System to publish openings on the firm careers page and capture applications through web-based application forms, enabling structured candidate records accessible to the HR team.
Functional modules implemented include job posting management, application form processing, candidate profile capture, screening and routing workflows, and recruiting-focused reporting to support hiring decisions. Operational coverage is focused on recruiting and human resources for the professional services firm, with governance centered on standardized hiring workflows and configuration controls within JobMatch ApplicantPro to ensure consistent application handling across roles.
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ElderCounsel AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2015 | 2015 |
In 2015, ElderCounsel implemented Zendesk Chat on its website. The deployment embedded the Zendesk Chat web widget to provide real time client engagement and a direct intake channel for professional services inquiries.
Zendesk Chat, classified in the Chatbots and Conversational AI category, was configured to run as a cloud hosted, widget based front end on public pages, capturing chat transcripts, enabling agent routing, and employing canned responses and proactive messaging consistent with chat deployment best practices. The implementation focused on operational coverage for client facing teams on the website, centralizing initial client contact and producing structured chat records to support follow up workflows. Governance emphasized ownership by front line support, standardized chat scripting, and transcript retention to maintain service continuity.
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ElderCounsel Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2012 | 2012 |
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ElderCounsel eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2021 | 2021 |
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ElderCounsel CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2022 | 2022 |
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Customer Experience | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ElderCounsel PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2015 | 2015 |
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ElderCounsel PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2015 | 2015 |
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Transactional Email | PaaS |
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2013 | 2013 |
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Transactional Email | PaaS |
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2015 | 2015 |
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ElderCounsel 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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2001 | 2001 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Cloud Storage | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at ElderCounsel
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by ElderCounsel Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from ElderCounsel IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the ElderCounsel digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD ElderCounsel Technographics
ElderCounsel is a Professional Services organization based in United States,
with around 150 employees and annual revenues of $10.0 million.
ElderCounsel operates a diverse technology stack with applications such as
Oracle NetSuite ERP, JobMatch ApplicantPro and Zendesk Chat,
covering areas like ERP Financial, Applicant Tracking System and Chatbots and Conversational AI.
ElderCounsel has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, JobMatch and Zendesk.
ElderCounsel recently adopted applications including
Hubspot CRM in 2022, Microsoft Clarity in 2022 and Cloudflare CDN in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of ElderCounsel’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates ElderCounsel’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete ElderCounsel technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.