Pearson Bollman Law
1415 28th St.,Suite 160,
West Des Moines, 50266, IA,
United States
West Des Moines, 50266, IA,
United States
1 515-298-8850
Professional Services
Pearson Bollman Law Technographics
Pearson Bollman Law Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Pearson Bollman Law and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Pearson Bollman Law employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Pearson Bollman Law has purchased the following applications: Clio Manage for Legal Practice Management in 2016, Microsoft 365 for Collaboration in 2019, Clio Grow for Legal CRM in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Pearson Bollman Law is running and its propensity to invest more and deepen its relationship with Clio Software , Microsoft , GoDaddy 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 Pearson Bollman Law revenues, which have grown to $2.0 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 Pearson Bollman Law 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.
Pearson Bollman Law Tech Stack and Enterprise Applications
Pearson Bollman Law ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Clio Software | Legacy | Clio Manage | Legal Practice Management | ERP Services and Operations | n/a | 2016 | 2016 |
In 2016 Pearson Bollman Law implemented Clio Manage to centralize client intake and day-to-day office operations. This deployment targets Legal Practice Management use cases and supports the firm’s three attorneys in Des Moines and one remote attorney in Cedar Rapids, aligning front-desk, paralegal and attorney workflows with a single practice management application.
Clio Manage is configured to manage matter intake, contact and CRM records, appointment and calendar management, and matter lifecycle workflows used by reception and case teams. Configuration emphasizes receptionist-driven intake and structured matter opening procedures, and it maintains consolidated attorney calendars for scheduling across multiple office locations.
The firm uses Clio Grow alongside Clio Manage for CRM and intake activities, and staff are trained on both Clio Grow and Clio Manage as part of regular onboarding and internal training. Operational coverage includes answering incoming calls, scheduling appointments, entering new and existing client information, processing new matters, and supporting marketing and event planning activities.
Governance is maintained through role-based procedures and training delivered by office administrators and reception leads, who standardize workflow procedures for intake, scheduling and CRM maintenance. The implementation is operationally focused, embedding routine receptionist and paralegal responsibilities into Clio Manage workflows and formalizing training for new receptionists.
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Pearson Bollman Law Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Pearson Bollman Law implemented Microsoft 365 as its Collaboration platform. The deployment is visible on the firm website and was provisioned to support a 20 person United States professional services firm, covering core productivity and client-facing communications across attorneys and administrative staff.
The Microsoft 365 implementation is organized around a single tenant model typical for small firms, providing cloud email and calendaring, document storage and team sites, personal file sync, and desktop and online Office applications. Governance is expected to follow standard Microsoft 365 controls including role based account provisioning, access controls, retention policies and multifactor authentication to manage client files and communications. Operational ownership spans legal practitioners and administrative operations with workflows focused on document drafting, client correspondence and scheduling, reflecting Collaboration category capabilities leveraged by the firm.
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Pearson Bollman Law CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Clio Software | Legacy | Clio Grow | Legal CRM | CRM | n/a | 2016 | 2016 |
In 2016, Pearson Bollman Law deployed Clio Grow as its Legal CRM. The firm is a 20 person professional services practice with three attorneys in Des Moines and one in a remote Cedar Rapids office, and the deployment focused on centralizing client intake, contact capture, and appointment scheduling across those sites.
Clio Grow was configured to support intake and matter creation workflows, contact and lead management, and appointment scheduling tied to attorney calendars, with reception and administrative staff entering new and existing client information and processing new matters through the application. Use of Clio Grow is coordinated with Clio Manage for matter lifecycle activities, and day to day operational responsibilities include calendar maintenance, appointment scheduling, and maintaining client records.
Operational governance emphasized documented workflow procedures and a training program for receptionists, with the receptionist role operating as the primary intake and scheduling authority. Marketing and event planning teams were folded into CRM workflows to capture contacts and manage event invitations, and standardized intake steps and consistent data entry practices support the firm goal of delivering a consistent client experience when callers or visitors interact with the office.
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Pearson Bollman Law 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Pearson Bollman Law
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Pearson Bollman Law Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Pearson Bollman Law IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Pearson Bollman Law digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Pearson Bollman Law Technographics
Pearson Bollman Law is a Professional Services organization based in United States,
with around 20 employees and annual revenues of $2.0 million.
Pearson Bollman Law operates a diverse technology stack with applications such as
Clio Manage, Microsoft 365 and Clio Grow,
covering areas like Legal Practice Management, Collaboration and Legal CRM.
Pearson Bollman Law has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Clio Software and Microsoft.
Pearson Bollman Law recently adopted applications including
Amazon EC2 in 2021, Microsoft 365 in 2019 and Clio Manage in 2016,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Pearson Bollman Law’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Pearson Bollman Law’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 Pearson Bollman Law technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.