Seattle, 98101, WA,
United States
Forsberg & Umlauf Technographics
Forsberg & Umlauf Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Forsberg & Umlauf and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 80 Forsberg & Umlauf employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Forsberg & Umlauf has purchased the following applications: Tabs3 Financials for Legal Practice Management in 2020, Intuit Mailchimp for Marketing Automation in 2023, ConnectWise MPS for IT Service Management in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Forsberg & Umlauf is running and its propensity to invest more and deepen its relationship with Tabs3 , Wolters Kluwer , LexisNexis 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 Forsberg & Umlauf 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 Forsberg & Umlauf 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.
Forsberg & Umlauf Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tabs3 | Legacy | Tabs3 Financials | Legal Practice Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, Forsberg & Umlauf implemented Tabs3 Financials as the firm level financial application to support billing and accounts receivable. Tabs3 Financials, within the Legal Practice Management category, serves as the central platform for prebill generation, review, and bill submission used by the Seattle billing team.
The implementation configured prebill workflows and editing capabilities that mirror the firm level billing process. Functional capabilities implemented include prebill generation, manual and assisted prebill editing, invoice update and submission workflows, accounts receivable tracking, and dispute analysis tied to matters and clients.
Tabs3 Financials is used alongside multiple external e billing platforms, with billing assistants and the billing coordinator supporting submissions to T360, Serengeti Legal Tracker, Legal Exchange, Counsel Link and by email. Operational coverage focuses on the billing team in Seattle, with clear bill tracking and note capture throughout the month to ensure all bills are submitted by the end of month.
Governance was formalized around prebill review and month end billing closure, with structured notes and issue resolution tracking to maintain submission schedules. The deployment emphasizes matter level billing governance, coordinated handoffs between billing assistant and billing coordinator, and structured dispute analysis to improve payment capture processes.
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Legal Practice Management | ERP Services and Operations |
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2020 | 2020 |
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Legal Practice Management | ERP Services and Operations |
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2020 | 2020 |
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Legal Time and Billing | ERP Services and Operations |
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2020 | 2020 |
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Legal Time and Billing | ERP Services and Operations |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2023 | 2023 |
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Tag Management | CRM |
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2018 | 2018 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Connectwise | Legacy | ConnectWise MPS | IT Service Management | ITSM | n/a | 2023 | 2023 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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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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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Forsberg & Umlauf
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Forsberg & Umlauf Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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