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● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

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● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

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Life Planning Law Firm
Location
1671 Mound Street,
Sarasota, 34236, FL,
United States
Website
https://www.lifelawfirm.com/
Phone
1 941-914-6000
Artw industry
Professional Services
Employee
Revenue

Life Planning Law Firm Technographics

Life Planning Law Firm Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Life Planning Law Firm and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Life Planning Law Firm employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Life Planning Law Firm has purchased the following applications: Visa Authorize.Net for Payment Processing in 2024, Actionstep for Legal Practice Management in 2024, Intermedia Hosted Exchange for Collaboration in 2013 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Life Planning Law Firm is running and its propensity to invest more and deepen its relationship with Visa , Actionstep , Intermedia 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 Life Planning Law Firm 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 Life Planning Law Firm 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.

Life Planning Law Firm Tech Stack and Enterprise Applications

Life Planning Law Firm ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Visa Legacy Visa Authorize.Net Payment Processing ERP n/a 2024 2024
Life Planning Law Firm ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Actionstep Legacy Actionstep Legal Practice Management ERP Services and Operations n/a 2024 2024
In 2024, Life Planning Law Firm implemented Actionstep as its core practice management application. Apps Category . The firm configured Actionstep on its public website to capture client intake and to surface a client-facing portal, establishing Actionstep as the primary system for matter intake and client communications. Deployment emphasized a compact, cloud-hosted configuration suited to a 10-person professional services firm, with Actionstep handling matter management, document automation, workflow automation, time capture, and billing modules consistent with legal practice management capabilities. Configuration focused on templated matter workflows and document templates to streamline case lifecycles, while an internal administrator managed user provisioning and role-based access. Integrations were limited to the website integration noted in the implementation, and operational coverage remained firm-wide across intake, casework, and billing functions without external system replacement language specified.
Life Planning Law Firm Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intermedia Legacy Intermedia Hosted Exchange Collaboration Collaboration n/a 2013 2013
Collaboration Collaboration 2015 2015
Life Planning Law Firm Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Content Management Content Management 2013 2013
Life Planning Law Firm CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2014 2014
Data Management Platform CRM 2014 2014
Data Management Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2011 2011
Marketing Analytics, Marketing Automation CRM 2013 2013
Tag Management CRM 2024 2024
Life Planning Law Firm ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2014 2014
Life Planning Law Firm PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2025 2025
Life Planning Law Firm IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2015 2015
Content Delivery Network IaaS 2013 2013
Content Delivery Network IaaS 2014 2014
Content Delivery Network IaaS 2011 2011
Content Delivery Network IaaS 2023 2023
Domain Name System (DNS) IaaS 2013 2013
Domain Name System (DNS) IaaS 2014 2014
Life Planning Law Firm CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Sockets Layer (SSL) CyberSecurity 2015 2015
Secure Sockets Layer (SSL) CyberSecurity 2016 2016
Secure Sockets Layer (SSL) CyberSecurity 2015 2015

IT Decision Makers and Key Stakeholders at Life Planning Law Firm

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Life Planning Law Firm Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Life Planning Law Firm IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Life Planning Law Firm digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Life Planning Law Firm Technographics
Life Planning Law Firm is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Life Planning Law Firm operates a diverse technology stack with applications such as Visa Authorize.Net, Actionstep and Intermedia Hosted Exchange, covering areas like Payment Processing, Legal Practice Management and Collaboration.
Life Planning Law Firm has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Visa, Actionstep and Intermedia.
Life Planning Law Firm recently adopted applications including JavaScript in 2025, Visa Authorize.Net in 2024 and Actionstep in 2024, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Life Planning Law Firm’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Life Planning Law Firm’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 Life Planning Law Firm technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.