Austin, 78759, TX,
United States
Zinda & Davis, PLLC Technographics
Zinda & Davis, PLLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Zinda & Davis, PLLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 40 Zinda & Davis, PLLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Zinda & Davis, PLLC has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Client Chat Live for Chatbots and Conversational AI in 2015, Zoho Analytics (ex Zoho Reports) for Analytics and BI 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 Zinda & Davis, PLLC is running and its propensity to invest more and deepen its relationship with Intuit , Client Chat Live , Zoho Corp. 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 Zinda & Davis, PLLC revenues, which have grown to $5.0 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 Zinda & Davis, PLLC 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.
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.
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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.
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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.
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Zinda & Davis, PLLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2015 | 2015 |
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Zinda & Davis, PLLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Call Tracking and Recording | CRM |
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2015 | 2015 |
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Customer Data Platform | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2016 | 2016 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Zinda & Davis, PLLC TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Zinda & Davis, PLLC PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2017 | 2017 |
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Transactional Email | PaaS |
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2018 | 2018 |
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Zinda & Davis, PLLC 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Zinda & Davis, PLLC
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Owner | CXO | Finance | ||||
| Co-founder | CXO | Finance | ||||
| Finance Manager | Manager | Finance | ||||
| Associate Attorney | Manager | Legal |
Apps Being Evaluated by Zinda & Davis, PLLC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||