Goldstein & Associates, LLC
1125 Penn Avenue, 3rd Floor,
Pittsburgh, 15222, PA,
United States
Pittsburgh, 15222, PA,
United States
1 412-258-8080
Professional Services
Goldstein & Associates, LLC Technographics
Goldstein & Associates, LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Goldstein & Associates, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 15 Goldstein & Associates, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Goldstein & Associates, LLC has purchased the following applications: ChargeOver for Subscription and Recurring Billing in 2017, Equifax LawLogix Edge for Case Management in 2017, Microsoft 365 for Collaboration in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Goldstein & Associates, LLC is running and its propensity to invest more and deepen its relationship with ChargeOver , Equifax , Microsoft 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 Goldstein & Associates, LLC 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 Goldstein & Associates, LLC 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.
Goldstein & Associates, LLC Tech Stack and Enterprise Applications
Goldstein & Associates, LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ChargeOver | Legacy | ChargeOver | Subscription and Recurring Billing | ERP | n/a | 2017 | 2017 |
In 2017, Goldstein & Associates, LLC implemented ChargeOver for Subscription and Recurring Billing to centralize recurring client billing at the 15 person professional services firm. The ChargeOver deployment focused on firm level subscription and recurring billing operations, aligning invoice schedules and customer account tracking with existing practice management activities.
ChargeOver was configured to manage recurring invoicing, billing schedules, customer account records, payment methods, hosted invoice delivery, and dunning workflows consistent with Subscription and Recurring Billing functionality. Configuration work included invoice template standardization, billing cadence setup for retainers and periodic fees, and automated notification rules to support collections and client communications.
Operational coverage spanned finance, billing administration, and client services, with process changes to centralize invoice generation and reconciliation. The implementation environment also operated alongside LawLogix and the Microsoft Office Suite, with integrations and operational handoffs between ChargeOver, practice management records in LawLogix, and document generation and distribution through Microsoft Office tools to keep client information and invoice delivery synchronized.
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Goldstein & Associates, LLC ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Equifax | Legacy | Equifax LawLogix Edge | Case Management | ERP Services and Operations | n/a | 2017 | 2017 |
Goldstein & Associates, LLC implemented Equifax LawLogix Edge in 2017 to centralize matter and client workflows in a Case Management environment. The deployment targeted the firm’s legal and administrative teams and was positioned as the primary system for intake, matter tracking, and document orchestration across the 15-person practice.
Equifax LawLogix Edge was configured to support standard Case Management capabilities, including intake workflow configuration, matter and contact records, document management and template-driven document generation, calendaring, and case status tracking. Configuration emphasized role-based access and template libraries to streamline repetitive filing and correspondence tasks, with automated workflows to route matters through review and approval stages consistent with professional services processes.
The implementation worked alongside existing tools noted by the firm, with explicit use of Microsoft Office Suite for document creation and integration points with Charge Over for billing and client invoicing. The architecture reflected a centralized case repository model typical for Case Management solutions, enabling document linkage, audit trails, and consistent client record synchronization across Office documents and billing records.
Governance focused on establishing case ownership rules, standardized intake forms, and adoption procedures for attorneys and support staff, with training and template governance to maintain data consistency. Equifax LawLogix Edge served as the authoritative case record for Goldstein & Associates, LLC, aligning matter management, document generation, and billing touchpoints under a single Case Management application.
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Goldstein & Associates, LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2022 | 2022 |
In 2022, Goldstein & Associates, LLC implemented Microsoft 365 for Collaboration across its 15 person professional services firm. The implementation is observable on the Goldstein website where Microsoft 365 assets are present, indicating tenant resources or client side services tied to the firm web presence. Microsoft 365 is positioned as the primary collaboration platform supporting internal communications and document handling for the firm.
The deployment leverages standard Microsoft 365 collaboration services including Exchange Online for email, SharePoint Online and OneDrive for document storage and versioning, and Microsoft Teams for meetings and messaging. Administration is implemented through a centralized Microsoft 365 tenant model with user provisioning and role based access controls managed via the Microsoft 365 admin center. Operational coverage spans attorneys, paralegals and administrative staff, consolidating email, document workflows and firmwide communications under the Collaboration application.
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Goldstein & Associates, LLC 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Goldstein & Associates, LLC 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 Goldstein & Associates, LLC
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Founder / Immigration | CXO | Finance | |
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Immigration Attorney | CXO | Finance | |
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Immigration Attorney | CXO | Finance | |
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Immigration Attorney | CXO | Finance | |
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Apps Being Evaluated by Goldstein & Associates, LLC Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Goldstein & Associates, LLC IT executives and key decision makers. This section highlights Goldstein & Associates, LLC's latest recorded technology evaluations, including Deltek CostPoint for ERP Financial on 2025-05-14. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Goldstein & Associates, LLC digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-05-14 | Goldstein & Associates, LLC | Evaluated | Deltek | Deltek CostPoint | ERP Financial | ERP |
FAQ - APPS RUN THE WORLD Goldstein & Associates, LLC Technographics
Goldstein & Associates, LLC is a Professional Services organization based in United States,
with around 15 employees and annual revenues of $5.0 million.
Goldstein & Associates, LLC operates a diverse technology stack with applications such as
ChargeOver, Equifax LawLogix Edge and Microsoft 365,
covering areas like Subscription and Recurring Billing, Case Management and Collaboration.
Goldstein & Associates, LLC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as ChargeOver, Equifax and Microsoft.
Goldstein & Associates, LLC recently adopted applications including
Microsoft 365 in 2022, Google Cloud Platform (GCP) in 2021 and Microsoft Azure Cloud Services in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Goldstein & Associates, LLC’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Goldstein & Associates, LLC’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 Goldstein & Associates, LLC technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.