P.K. Schrieffer
100 Barranca St # 1100,
West Covina, 91791, CA,
United States
West Covina, 91791, CA,
United States
1 626-373-2444
Professional Services
P.K. Schrieffer Technographics
P.K. Schrieffer Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by P.K. Schrieffer and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 P.K. Schrieffer employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that P.K. Schrieffer has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Bottomline Legal-X for Legal Time and Billing in 2016, Securence for Transactional Email 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 P.K. Schrieffer is running and its propensity to invest more and deepen its relationship with Intuit , Bottomline Technologies , US Internet Corp 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 P.K. Schrieffer 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 P.K. Schrieffer 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.
P.K. Schrieffer Tech Stack and Enterprise Applications
P.K. Schrieffer ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, P.K. Schrieffer implemented Intuit Quickbooks Enterprise. The Intuit Quickbooks Enterprise deployment served as the firm's core ERP Financial system for accounting and billing functions, configured to centralize financial recordkeeping for a 50 employee professional services firm.
Implemented capabilities included general ledger, accounts payable, accounts receivable, invoicing, and financial reporting, all mapped to a firm specific chart of accounts and enabled for multi user access with role based permissions. Operational scope covered finance, client services, and office administration across the United States, with the application used to manage project billing and recurring client invoicing workflows and to enforce approval workflows and month end close processes within Intuit Quickbooks Enterprise. P.K. Schrieffer Intuit Quickbooks Enterprise ERP Financial supported the company accounting and billing business functions.
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P.K. Schrieffer ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bottomline Technologies | Legacy | Bottomline Legal-X | Legal Time and Billing | ERP Services and Operations | n/a | 2016 | 2016 |
In 2016, P.K. Schrieffer implemented Bottomline Legal-X as its Legal Time and Billing application. The deployment targeted the firm accounting and billing operations for the 50-person professional services practice in West Covina, CA, United States, with primary operational ownership by the Accounting Manager and Billing Coordinator.
The Bottomline Legal-X implementation was configured to support uploading via Legal Exchange, direct to client email-billing workflows, and formal pre-bill generation. Core functional capabilities explicitly included costs and time verification, and maintaining and reporting reserve amounts to strengthen billing controls and auditability.
Operational coverage centered on centralizing invoice preparation and delivery within the accounting team, using automated file exchange and email distribution to clients and a structured pre-bill review process. The implementation emphasized embedding Bottomline Legal-X into daily billing workflows and routing of verified time and costs through the accounting and billing function rather than integrating with other named systems.
Governance changes formalized billing process ownership with the Accounting Manager and Billing Coordinator responsible for verification and reserve reporting, and the reorganization of billing procedures supported tighter controls. The project notes report recovery of uncollected funds following the reorganization, and Bottomline Legal-X was used to sustain reserve reporting and pre-bill verification activities.
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P.K. Schrieffer PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| US Internet Corp | Legacy | Securence | Transactional Email | PaaS | n/a | 2013 | 2013 |
In 2013, P.K. Schrieffer integrated Securence as its Transactional Email provider on the firm website. The 50-employee professional services firm uses Securence to manage website-driven transactional flows including contact form confirmations, client engagement notifications, and automated correspondence tied to client intake processes. Securence is configured to handle template-based messaging and programmatic sending via SMTP relay and API endpoints consistent with Transactional Email platforms.
Deployment is a single tenant SaaS style integration, with Securence provisioned to send from the corporate domain and configured for domain authentication, bounce handling, and delivery logging to support operational monitoring. Operational ownership and template governance are centralized with firm administrators to control message templates and sending policies, while the integration surface is focused on the public website and adjacent client facing workflows. This implementation reflects a website-centric Transactional Email architecture suitable for a small professional services firm.
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P.K. Schrieffer IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at P.K. Schrieffer
| First Name | Last Name | Title | Function | Department | Phone | |
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Founding Partner | C-Level | Operations | |
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Senior Counsel | Manager | Operations | |
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Managing Secretary/Office Services Manager | Manager | Operations | |
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Senior Counsel | Manager | Operations | |
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Director, HR | Director | HR | |
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Senior Counsel | Director | Operations | |
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Apps Being Evaluated by P.K. Schrieffer Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from P.K. Schrieffer IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the P.K. Schrieffer digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD P.K. Schrieffer Technographics
P.K. Schrieffer is a Professional Services organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
P.K. Schrieffer operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Bottomline Legal-X and Securence,
covering areas like ERP Financial, Legal Time and Billing and Transactional Email.
P.K. Schrieffer has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Bottomline Technologies and US Internet Corp.
P.K. Schrieffer recently adopted applications including
Bottomline Legal-X in 2016, Cloudflare CDN in 2016 and Securence in 2013,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of P.K. Schrieffer’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates P.K. Schrieffer’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 P.K. Schrieffer technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.