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Roberto Faria Data, Technology Stack, and Enterprise Applications
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Kubo Productivity Legacy Kubo Trinity Suite CRM CRM n/a 2024 2024
In 2024, Roberto Faria Sociedade de Advogados implemented Kubo Trinity Suite as a CRM to consolidate case management and to automate legal document workflows. The firm adopted Trinity ADV functionality to integrate VoIP and WhatsApp for telephony and client messaging, with an estimated 2024 SaaS go live based on the vendor quote, aiming to improve productivity and deadline management. The deployment focuses on core legal CRM capabilities, including centralized matter and case management, document automation and templating, docketing and deadline tracking, and communications logging tied to client records. Kubo Trinity Suite was configured to support workflow automation across intake, matter progression, and document generation, aligning legal-process steps with case lifecycle states. Integrations center on telephony and messaging, the vendor testimonial cites active use of Trinity ADV and VoIP integration and WhatsApp connectivity to capture calls and messages within matter records. The implementation was delivered as a cloud SaaS deployment in Brazil, and the integration architecture emphasizes captured communications and legal-process instrumentation feeding the CRM matter timeline. Operational scope covers firm legal teams and case handlers across Roberto Faria Sociedade de Advogados, with governance focused on centralized matter records, standardized routing and approval workflows, and role based access controls to manage document and deadline ownership. The vendor cited legal-process and telephony integration usage as part of the rollout, and the configuration supports improved deadline management and productivity objectives stated by the firm.
IT Decision Makers and Key Stakeholders at Roberto Faria
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Roberto Faria Executives
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FAQ - APPS RUN THE WORLD Roberto Faria Technographics

Roberto Faria is a Professional Services organization based in Brazil, with around 140 employees and annual revenues of $27.0 million.

Roberto Faria operates a diverse technology stack with applications such as Kubo Trinity Suite, covering areas like CRM.

Roberto Faria has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Kubo Productivity.

Roberto Faria recently adopted applications including Kubo Trinity Suite in 2024, highlighting its ongoing modernization strategy.

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