Centerbase

Centerbase is a law firm management software designed to assist law firms in managing their operations and improving productivity. According to the vendor, Centerbase offers features such as document management, project management, automated workflows, advanced reporting, security, trust and retainer accounting, firm accounting, online banking, and more. It is suitable for law firms of all sizes, from small boutique firms to large multi-office organizations.

Key Features

Document Management: According to the vendor, Centerbase allows users to securely store and organize documents in one central location. It offers advanced search capabilities for easy retrieval and control access permissions to ensure confidentiality and data security.

Project Management: Centerbase enables users to track and manage projects from start to finish. Users can assign tasks and deadlines to team members, monitor project progress in real-time, and collaborate through integrated project management tools.

Automated Workflows: The vendor claims that Centerbase helps automate repetitive tasks and processes, saving time and reducing errors. Users can create personalized workflows tailored to their firm's needs, streamlining document generation, client intake, pre-billing, and more.

Advanced Reporting: Centerbase offers comprehensive reporting capabilities for gaining insights into firm performance. Users can analyze financial data, billable hours, client retention, and generate custom reports to meet specific reporting requirements.

Security: According to the vendor, Centerbase provides security features to protect sensitive client data from external and internal threats. Users can implement role-based security settings, ensure compliance with data privacy regulations and industry standards, and regularly update and monitor security measures.

Trust & Retainer Accounting: Centerbase allows users to manage trust accounts and comply with trust regulations. Users can accurately track client retainers and disbursements, generate trust account statements and reports, and maintain a clear audit trail for trust transactions.

Firm Accounting: Centerbase offers features for managing and tracking firm finances. Users can generate financial statements, balance sheets, and profit/loss reports, monitor cash flow, expenses, and revenue, and simplify financial processes while ensuring compliance with accounting standards.

Online Banking: According to the vendor, Centerbase enables users to reconcile credit card transactions with a live online banking feed, streamlining the management of firm finances. It automatically updates financial records, eliminating manual data entry and improving accuracy and efficiency.

Billing: Centerbase claims to provide automated billing solutions that help users review, approve, and send out bills faster. Users can meet client expectations, deliver accurate bills in a shorter time frame, increase accuracy, and easily track production and origination for accurate attorney compensation.

Calendaring: Centerbase offers calendaring features to optimize firm scheduling. Users can filter and compare everyone's schedule in one calendar, sync with Outlook and other platforms, set reminders and notifications for important events, and manage appointments, court dates, and deadlines.