Santos, n/a,
Brazil
Roberto Faria Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Roberto Faria and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 140 Roberto Faria employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Roberto Faria has purchased the following applications: Kubo Trinity Suite for CRM in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Roberto Faria is running and its propensity to invest more and deepen its relationship with Kubo Productivity 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 Roberto Faria revenues, which have grown to $27.0 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 Roberto Faria 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.
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.
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