Albuquerque, 87110-4413, NM,
United States
Pregenzer Baysinger Wideman & Sale Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Pregenzer Baysinger Wideman & Sale and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 16 Pregenzer Baysinger Wideman & Sale employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Pregenzer Baysinger Wideman & Sale has purchased the following applications: CARET Legal for Legal Practice Management in 2023, Microsoft 365 for Collaboration in 2018, Intuit Mailchimp for Marketing Automation 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 Pregenzer Baysinger Wideman & Sale is running and its propensity to invest more and deepen its relationship with CARET (formerly AbacusNext) , Microsoft , Intuit 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 Pregenzer Baysinger Wideman & Sale 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 Pregenzer Baysinger Wideman & Sale 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.
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CARET (formerly AbacusNext) | Legacy | CARET Legal | Legal Practice Management | ERP Services and Operations | n/a | 2023 | 2023 |
In 2023, Pregenzer Baysinger Wideman & Sale implemented CARET Legal, deploying the Legal Practice Management application to centralize firm operations. The Albuquerque-based estate planning firm consolidated intake, case management, billing, and document workflows across roughly 11,000 matters to create a single operational platform for client matter lifecycle management.
The deployment leverages CARET Analytics, Workflows and Templates to provide structured automation and standardized content. CARET Analytics is used to automate reporting and surface matter-level transparency, while Workflows and Templates standardize estate-planning documents and intake procedures, enforcing consistent matter setup and document generation across the practice.
Operational coverage centers on the firm’s Albuquerque office with client service extending across the Southwest U.S. Governance was implemented through templated workflows and reporting controls that orchestrate intake through billing, and the CARET Legal configuration was applied to streamline onboarding processes. The implementation addressed frequent downtime issues and improved transparency and onboarding speed through centralized case management, standardized templates, and automated reporting.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2021 | 2021 |
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Tag Management | CRM |
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2019 | 2019 |
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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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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