Parker Poe
620 South Tryon Street Suite 800,
Charlotte, 28202, NC,
United States
Charlotte, 28202, NC,
United States
1 704-372-9000
Professional Services
Parker Poe Technographics
Parker Poe Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Parker Poe and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 510 Parker Poe employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Parker Poe has purchased the following applications: Aderant Expert MatterWorks for Legal Practice Management in 2015, Ultimus Digital Process Automation Suite for Process Mining in 2018, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Parker Poe is running and its propensity to invest more and deepen its relationship with Aderant , Onit , Bottomline Technologies 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 Parker Poe revenues, which have grown to $85.0 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 Parker Poe 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.
Parker Poe Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Aderant | Legacy | Aderant Expert MatterWorks | Legal Practice Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015, Parker Poe Adams & Bernstein LLP implemented Aderant Expert MatterWorks as part of the pilot program that launched MatterWorks to Aderant’s Enterprise client base. Parker Poe is a 188 attorney firm based in Charlotte, North Carolina, and the firm’s leadership framed the initiative around growing client demand for predictable budgets and expanded fixed-fee and alternative fee arrangements, noting a need to manage those client needs more effectively and profitably.
The deployment focused on core Matter Planning, Pricing, and Legal Project Management capabilities within Aderant Expert MatterWorks, enabling instantaneous retrieval of historical matter data and real-time monitoring of matters against budget. The configuration emphasized automated matter-level cost and time tracking, pricing templates for alternative fee arrangements, and an intuitive user interface intended to drive adoption among fee earners and practice group managers.
Governance and operational ownership centered on knowledge management and firm leadership, with the Director of Knowledge Management overseeing adoption and process alignment. The pilot placement positioned Parker Poe to validate Matter Planning, Pricing, and Legal Project Management workflows across traditional hourly matters and fixed-fee matters, while embedding real-time budget monitoring and historical matter analytics into matter governance and pricing decision processes.
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Legal Practice Management | ERP Services and Operations |
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2019 | 2019 |
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Legal Time and Billing | ERP Services and Operations |
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2015 | 2015 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ultimus | Legacy | Ultimus Digital Process Automation Suite | Process Mining | Analytics and BI | n/a | 2018 | 2018 |
In 2018, Parker Poe implemented Ultimus Digital Process Automation Suite to introduce Process Mining capabilities for its professional services operations. Parker Poe is a United States professional services firm with about 510 employees, and the Ultimus Digital Process Automation Suite was positioned to deliver structured process visibility across legal practice workflows and corporate support functions.
The deployment of Ultimus Digital Process Automation Suite emphasized core process mining functionalities, including automated process discovery, conformance checking, variant analysis, and process analytics dashboards. Configuration work focused on event log ingestion, process model generation, KPI visualization, and rule-based orchestration to enable identification of workflow bottlenecks and to drive subsequent automation of routine task sequences.
Data integration patterns followed common process mining approaches, ingesting event streams and audit trails from case management, timekeeping, document management, and transactional back-office systems to map matter lifecycles, billing handoffs, and administrative processes. The implementation used the Ultimus Digital Process Automation Suite to normalize event data, create canonical process models, and support exploratory analytics across practice groups and shared services.
Governance for the rollout created cross-functional process ownership, with phased implementation and iterative discovery sprints to validate models and refine process definitions. The program emphasized standardized process taxonomies, documented workflows, and embedded audit trails within Ultimus Digital Process Automation Suite to support ongoing operational governance and continuous process analysis.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Parker Poe implemented DocuSign eSignature as a Digital Signing solution on their website. DocuSign eSignature is embedded in client-facing web forms to capture legally binding signatures and to generate an auditable signing trail for inbound client documents.
The implementation leverages core Digital Signing capabilities, including an embedded signing experience, template-driven agreement creation, envelope management, signer authentication options, and persistent audit logs. These functional modules are applied to streamline external signature collection and to standardize document presentation and acceptance on the firm website.
Operational coverage centers on client intake, engagement letters, and transactional document workflows, impacting legal, client services, and business development functions. The deployment is web-centric, with signed artifacts routed into the firm s compliance and records processes under centralized signature governance to ensure consistent capture of consent and verification across client-facing interactions.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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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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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Parker Poe
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Parker Poe Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Parker Poe IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Parker Poe digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Parker Poe Technographics
Parker Poe is a Professional Services organization based in United States,
with around 510 employees and annual revenues of $85.0 million.
Parker Poe operates a diverse technology stack with applications such as
Aderant Expert MatterWorks, Ultimus Digital Process Automation Suite and DocuSign eSignature,
covering areas like Legal Practice Management, Process Mining and Digital Signing.
Parker Poe has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Aderant, Ultimus and DocuSign.
Parker Poe recently adopted applications including
DocuSign eSignature in 2021, Okta Identity Cloud in 2021 and Salesforce Marketing Cloud in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Parker Poe’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Parker Poe’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 Parker Poe technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.