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Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Zinda & Davis, PLLC Tech Stack and Enterprise Applications

Zinda & Davis, PLLC ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP x 2012 2012
In 2012, Zinda & Davis, PLLC implemented Intuit Quickbooks Enterprise to centralize accounting and billing functions, aligning core finance work under the ERP Financial category. The deployment targeted firmwide bookkeeping and financial reporting for the United States office, with configuration focused on consolidating accounts receivable, accounts payable, and general ledger processes for a 40 person professional services firm. Intuit Quickbooks Enterprise was configured to support standard accounting modules and workflows common to ERP Financial solutions, including chart of accounts design, transaction entry controls, multi-user access and role based permissions, and custom financial reporting templates. Implementation planning emphasized bookkeeping continuity, leveraging the firm s prior experience with bookkeeping programs such as Quickbooks and Sage, and formalized month end and invoice approval workflows to align operational accounting and billing functions.
Zinda & Davis, PLLC AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Client Chat Live Legacy Client Chat Live Chatbots and Conversational AI AI-Powered Application n/a 2015 2015
In 2015, Zinda & Davis, PLLC deployed Client Chat Live on its public website. Client Chat Live is in the Chatbots and Conversational AI category and was provisioned to deliver real time visitor chat, automated conversational flows, and message queuing to support client engagement. The deployment targeted the firm website to capture prospective client inquiries and provide immediate triage for legal intake and client facing communications. Configuration centered on a web chat widget embedded across site pages, with scripted responses, business hour routing, and session transcript capture for follow up. Operational ownership is aligned with client intake and marketing functions, which manage conversational scripts, monitoring, and operator handoffs. The implementation uses category typical capabilities such as live operator takeover, session logging, and conversation handoff to human agents, aligning Client Chat Live with the firm’s client intake and client facing communications workflows.
Zinda & Davis, PLLC Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoho Corp. Legacy Zoho Analytics (ex Zoho Reports) Analytics and BI Analytics and BI n/a 2021 2021
In 2021, Zinda & Davis, PLLC implemented Zoho Analytics (ex Zoho Reports) and embedded visual analytics on its public website. The Zoho Analytics deployment provides an Analytics and BI capability for the 40 person professional services firm, extending visualization and reporting to both external visitors and internal users. The implementation centers on embedded dashboards and interactive reports surfaced directly within the zdfirm.com site. Functional configuration emphasized dashboard design, data modeling, scheduled report distribution, and role based access control consistent with Analytics and BI deployments. Operational coverage targets firm management, client reporting workflows, and practice level performance monitoring, with governance focused on user access tiers and refresh cadences for web embedded content. Zoho Analytics is presented as the primary analytics layer on the website, supporting self service exploration and curated public facing reports.
Zinda & Davis, PLLC Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Collaboration Collaboration 2015 2015
Zinda & Davis, PLLC CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Call Tracking and Recording CRM 2015 2015
Customer Data Platform CRM 2021 2021
Customer Experience CRM 2016 2016
Data Management Platform CRM 2017 2017
Data Management Platform CRM 2020 2020
Data Management Platform CRM 2021 2021
Digital Advertising Platform CRM 2015 2015
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2020 2020
Marketing Analytics CRM 2014 2014
Marketing Analytics CRM 2021 2021
Marketing Analytics CRM 2021 2021
Marketing Automation CRM 2017 2017
Marketing Automation CRM 2021 2021
Zinda & Davis, PLLC TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2019 2019
Zinda & Davis, PLLC PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2017 2017
Transactional Email PaaS 2018 2018
Zinda & Davis, PLLC IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2014 2014
Content Delivery Network IaaS 2014 2014
Content Delivery Network IaaS 2016 2016

IT Decision Makers and Key Stakeholders at Zinda & Davis, PLLC

First Name Last Name Title Function Department Email Phone
Owner CXO Finance
Co-founder CXO Finance
Finance Manager Manager Finance
Associate Attorney Manager Legal

Apps Being Evaluated by Zinda & Davis, PLLC Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Zinda & Davis, PLLC IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Zinda & Davis, PLLC digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Zinda & Davis, PLLC Technographics
Zinda & Davis, PLLC is a Professional Services organization based in United States, with around 40 employees and annual revenues of $5.0 million.
Zinda & Davis, PLLC operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Client Chat Live and Zoho Analytics (ex Zoho Reports), covering areas like ERP Financial, Chatbots and Conversational AI and Analytics and BI.
Zinda & Davis, PLLC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Client Chat Live and Zoho Corp..
Zinda & Davis, PLLC recently adopted applications including Zoho Analytics (ex Zoho Reports) in 2021, Zeotap CDP in 2021 and Eyeota DMP in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Zinda & Davis, PLLC’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Zinda & Davis, PLLC’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 Zinda & Davis, PLLC technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.