Macfarlanes
20 Cursitor Street,
London, EC4A 1LT,
United Kingdom
London, EC4A 1LT,
United Kingdom
44 20 7831-9222
Professional Services
Macfarlanes Technographics
Macfarlanes Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Macfarlanes and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 783 Macfarlanes employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Macfarlanes has purchased the following applications: thewealthworks Troika Accounting for ERP Financial in 2016, Rare Candid ATS for Applicant Tracking System in 2021, Isokon Probate for Case Management in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Macfarlanes is running and its propensity to invest more and deepen its relationship with thewealthworks , nQueue Billback , Rare Recruitment 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 Macfarlanes revenues, which have grown to $409.0 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 Macfarlanes 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.
Macfarlanes Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| thewealthworks | Legacy | thewealthworks Troika Accounting | ERP Financial | ERP Financial Management | n/a | 2016 | 2017 |
In 2016, Macfarlanes implemented thewealthworks Troika Accounting alongside WealthWorks+ to support trust, private client and estate accounting within its UK private client practice. The implementation used thewealthworks Troika Accounting as an ERP Financial application to centralize client accounting capability for high net worth estate and trust administration.
Implementation included accounting and entity management modules configured to manage trust ledgers, client-level accounting records and entity structures across multi-client estates. The deployment emphasized core ERP Financial workflows such as general ledger posting, client reconciliations, entity management and reporting, with WealthWorks+ operating alongside Troika Accounting to provide complementary private client functionality.
Operational coverage targeted the firm’s UK private client practice, consolidating trust, private client and estate accounting processes under a single application stack. Governance focused on standardizing reporting and client service workflows across teams, and the vendor testimonial notes the deployment improved reporting and client service for Macfarlanes’ private client work.
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Expense Management | ERP Financial Management |
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2020 | 2020 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Rare Recruitment | Legacy | Rare Candid ATS | Applicant Tracking System | HCM | n/a | 2021 | 2021 |
In 2021, Macfarlanes implemented Rare Candid ATS on their website. Rare Candid ATS is an Applicant Tracking System deployed as the firm facing careers portal, handling public job listings, direct online application intake via the candidats.io hosted career page, candidate profile capture, and status tracking for open roles. This implementation places Rare Candid ATS at the center of Macfarlanes recruitment and talent acquisition processes, supporting HR and recruitment team workflows across the firm.
Configuration emphasized standard Applicant Tracking System capabilities such as application form customization, candidate database management, configurable hiring pipelines, role based permissions for recruiters and hiring managers, and automated candidate communications consistent with ATS workflow orchestration. Governance focused on aligning recruiter and hiring manager access and pipeline stages with existing hiring processes, while the site integration routes public applications directly into the Rare Candid ATS instance for operational use by Macfarlanes recruitment teams.
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Core HR | HCM |
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2020 | 2020 |
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Core HR | HCM |
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2019 | 2019 |
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Recruiting | HCM |
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2019 | 2019 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Isokon | Legacy | Isokon Probate | Case Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020 Macfarlanes deployed Isokon Probate as a Case Management application on their public website. Macfarlanes Isokon Probate Case Management supports the firm's probate business function by handling probate matter intake, digital client submissions and case tracking for the private client and probate practice.
The implementation emphasizes web integrated intake and centralized case records, with configurations aligned to common Case Management capabilities such as matter management, document management, templated document assembly and automated task workflows. The Isokon Probate deployment is surfaced on the firm website to capture initial client instructions and to standardize information capture for probate matters.
Operational governance centers on the probate and private client teams, with role based access controls, matter level permissions and audit trails to enforce professional standards and consistent handling of estates. Workflow orchestration and standardized intake processes are implemented to create a repeatable matter lifecycle from instruction through case administration, with administration of cases and client interactions conducted through Isokon Probate.
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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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Library Management | ERP Services and Operations |
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2020 | 2020 |
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AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Generative AI Platforms | AI Development |
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2024 | 2024 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Speech Recognition AI | AI-Powered Application |
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2020 | 2020 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application, Web and Enterprise Search | Content Management |
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2020 | 2020 |
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Content Management | Content Management |
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2020 | 2020 |
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Content Management | Content Management |
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2020 | 2020 |
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Document Management | Content Management |
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2020 | 2020 |
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Document Management | Content Management |
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2020 | 2020 |
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Document Management | Content Management |
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2020 | 2020 |
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Document Management | Content Management |
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2020 | 2020 |
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Intelligent Document Processing | Content Management |
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2020 | 2020 |
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Print Management | Content Management |
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2020 | 2020 |
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Web Content Management | Content Management |
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2013 | 2013 |
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Web Content Management | Content Management |
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2022 | 2022 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Engagement | CRM |
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2020 | 2020 |
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Legal CRM | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2018 | 2018 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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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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2013 | 2013 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Macfarlanes
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Macfarlanes Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Macfarlanes Technographics
Macfarlanes is a Professional Services organization based in United Kingdom,
with around 783 employees and annual revenues of $409.0 million.
Macfarlanes operates a diverse technology stack with applications such as
thewealthworks Troika Accounting, Rare Candid ATS and Isokon Probate,
covering areas like ERP Financial, Applicant Tracking System and Case Management.
Macfarlanes has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as thewealthworks, Rare Recruitment and Isokon.
Macfarlanes recently adopted applications including
Lexis+ AI in 2024, Slack Connect in 2022 and Ceros Studio in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Macfarlanes’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Macfarlanes’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 Macfarlanes technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.