centerbase.com Open in urlscan Pro
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Text Content

Platform


Features
Firm Management
Growth & Marketing
Firm Operations
Client Operations
Integrations
Practice Area Support
Features
Firm Management
Document Management
Keep client information secure and easily findable.

Project Management
Track and execute every project your firm undertakes.

Automated Workflows
Automate your manual work to get more of your to-do list done.

Advanced Reporting
Run holistic and insightful reports that support strategic decisions.

Security
Protect your data from outside and inside threats.

Trust & Retainer Accounting
Feel confident that you’re complying with trust regulations.

Firm Accounting
Easily prove your firm is a fiscally responsible business unit.

Online Banking
Easily reconcile your credit cards with a live online banking feed.
See all features
Growth & Marketing
Production & Origination
Easily credit and compensate originators for their work.

Websites
Increase your firm’s visibility with a high-converting website.

Marketing Services
Execute personalized marketing strategies and track their ROI.

Advanced Reporting
Run holistic and insightful reports that support strategic decision making.
See all features
Firm Operations
Matter Management
Empower departments to find matter information in one place.

Billing
Bill clients the way they want without burdening your staff.

ePre-bill
Review, edit, and track pre-bills electronically through the approval chain.

Mobile App
Manage your firm and track time from your cell phone.

Calendaring
Filter and compare everyone’s schedule in one calendar.
See all features
Client Operations
Client Portal
Easily update clients before they call you with questions.

Client Intake
Quickly intake new clients before they search for other counsel.

CRM
Keep tabs on every client in one place.

Timekeeping
Empower your attorneys to hit every billable target.

Automated Time Capture
Our automatic timer starts and stops when you do.

Payments
Get client payments within minutes of sending out a bill.
See all features
Integrations
LawToolBox
Get your deadlines calculated for you with LawToolBox

Plaid
Make reconciliation easy with Plaid’s live online banking feed.

NetDocuments
Harness the power of NetDocuments right within Centerbase.

QuickBooks
Account for every dollar in Centerbase and QuickBooks Online.

Office365
Use Centerbase within the Microsoft applications you’re used to.

iManage
Use Centerbase with iManage.
See all integrations
Practice Area Software
Family Law Software
Reach settlements faster with the #1 software for divorce professionals
Why Centerbase?


By Role
Operations & AdminsManaging PartnersAttorneys & Timekeepers
Results Driven
Our Company & YouCase StudiesTestimonials
Switching Made Easy
ImplementationsCustomer Success & SupportIndustry Partners
Resources


Resource HubSupport HubMostly Legal PodcastContact UsLegal Business Glossary
Recent Resources
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How to Increase Timekeeper Profitability With Profitability Reporting

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NEW Profitability Reporting

Track individual attorneys, practice groups, or firm wide revenue, expenses, and
profit margins.

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MANAGE & GROW
YOUR FIRM - THROUGH 
A SINGLE PLATFORM

Accomplish tasks faster
Bill clients accurately
Optimize timekeeper productivity
Improve client experiences
Reach optimal profitability
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FROM YOUR CLIENT’S FIRST WEBSITE VISIT TO THEIR FINAL BILL - WE POWER YOUR FIRM
EVERY STEP OF THE WAY.

Modern legal professional expectations require modern solutions. Improve the
efficiency of managing and growing your firm with Centerbase. So you can deliver
the profitability your firm needs.




FIRM MANAGEMENT

Manage your firm without uncertainty. With tools like Advanced
Reporting, role-based security settings, production and origination, and more,
you can lead your firm wherever you want it to go.
See More




FIRM OPERATIONS

Automate your firm’s operations with ePre-bill approval, auto-trust
replenishments, and more. So you can ensure your staff are focused on high-value
work that keeps your firm profitable.
See More




CLIENT OPERATIONS

Make it easy for clients to choose your firm with tools like Automated Time
Capture, online payments, and more. So you can meet the modern expectations of
every client.
See More




GROWTH & MARKETING

Confidently support your firm’s brand, growth, and business strategies with
solutions like personalized marketing services, Advanced Reporting, and more. So
you can optimize your profitability and visibility.
See More




THE ONLY TOOLS YOU NEED TO
BECOME A HIGH-PERFORMING FIRM.

Manage and grow your firm with powerful tools - without feeling overpowered by
them. Because running a high-performing firm shouldn’t be this easy.
 That’s how you know Centerbase works.
Firm Management
Firm Operations
Client Operations
Growth & Marketing


DOCUMENT MANAGEMENT

Keep client information secure and easily findable.

PROJECT MANAGEMENT

Track and execute every project your firm undertakes.

AUTOMATED WORKFLOWS

Automate your manual work to get more of your to-do list done.

ADVANCED REPORTING

Run holistic and insightful reports that support strategic decisions.


SECURITY

Protect your data from outside and inside threats.

TRUST & RETAINER ACCOUNTING

Feel confident that you’re complying with trust regulations.

FIRM ACCOUNTING

Easily prove your firm is a fiscally responsible business unit.

ONLINE BANKING

Easily reconcile your credit cards with a live online banking feed.

MATTER MANAGEMENT

Empower departments to find matter information in one place.


BILLING

Bill clients the way they want across one or multiple matters.


EPRE-BILL


Review, edit, and track pre-bills electronically through the approval chain.


FAMILY LAW SOFTWARE


Complete family law calculations to reach settlements faster.


MOBILE APP


Manage your firm and track time from your cell phone.


CALENDARING

Filter and compare everyone’s schedule in one calendar.


CLIENT PORTAL

Easily update clients before they call you with questions.

CLIENT INTAKE

Quickly intake new clients before they search for other counsel.

CRM

Keep tabs on every client in one place.

TIMEKEEPING

Empower your attorneys to hit every billable target.

AUTOMATED TIME CAPTURE

Our automatic timer starts and stops when you do.

PAYMENTS

Get client payments within minutes of sending out a bill.

WEBSITES

Increase your firm’s visibility with a high-converting website.

MARKETING SERVICES

Execute personalized marketing strategies and track their ROI.

ADVANCED REPORTING

Run holistic and insightful reports that support strategic decision making.

PRODUCTION & ORIGINATION

Easily credit and compensate originators for their work.
Firm Management


DOCUMENT MANAGEMENT

Keep client information secure and easily findable.

PROJECT MANAGEMENT


Track and execute every project your firm undertakes.


AUTOMATED WORKFLOWS


Automate your busy work to get more of your to-do list done.


ADVANCED REPORTING


Easily reconcile your credit cards with a live online banking feed.


SECURITY


Protect your data from outside and inside threats.


TRUST AND RETAINER ACCOUNTING


Feel confident that you’re complying with trust regulations.


FIRM ACCOUNTING


Easily prove your firm is a fiscally responsible business unit.


ONLINE BANKING


Easily reconcile your credit cards with a live online banking feed.

Firm Operations


MATTER MANAGEMENT

Empower departments to find matter information in one place.

BILLING


Bill clients the way they want across one or multiple matters.


EPRE-BILL


Review, edit, and track pre-bills electronically through the approval chain.


FAMILY LAW SOFTWARE


Complete family law calculations to reach settlements faster.


MOBILE APP


Manage your firm and track time from your cell phone.


CALENDARING


Filter and compare everyone’s schedule in one calendar.

Client Operations


CLIENT PORTAL

Easily update clients before they call you with questions.

CLIENT INTAKE


Quickly intake new clients before they search for other counsel.


CRM


Keep tabs on every client in one place.


TIMEKEEPING


Empower your attorneys to hit every billable target.


AUTOMATED TIME CAPTURE


Our automatic timer starts and stops when you do.


PAYMENTS


Get client payments within minutes of sending out a bill.

Growth and Marketing


WEBSITES

Increase your firm’s visibility with a high-converting website.

MARKETING SERVICES


Execute personalized marketing strategies and track their ROI.


ADVANCED REPORTING


Run holistic and insightful reports that support strategic decision making.


PRODUCTION AND ORIGINATION


Easily credit and compensate originators for their work.



INTEGRATIONS THAT MAKE IT
EASY TO WORK THE WAY YOU’RE USED TO.


See All Integrations


HIGH-PERFORMING LAW FIRMS TRUST CENTERBASE TO POWER THEIR PRACTICE.

“If you're not evolving, and constantly changing, and improving, you're gonna
get passed by eventually. And that's what I've always enjoyed here is the
diversity of role and responsibility. But Centerbase allowed us to elevate it to
a whole new level."

Rob Sadler
Firm Administrator
Hofheimer Family Law

"From an efficiency standpoint, there's really no question. There are less
things to break. If you have an intake tool and an accounting tool and a case
management tool, you have two connections there that are guaranteed to give you
problems. There are going to be updates to all three of those tools that are
probably gonna knock that integration a bit out of whack. So I like that
Centerbase is an all-in-one tool.”

David Holl
Business Operations Manager
McKean Smith
“We wanted to customize things. And we were limited in doing that in Abacus. So
that was a huge asset that Centerbase had. That was one of the big-ticket items
that swayed us to choose Centerbase .”

Kim Edwards
Director of Operations and Paralegal
Allison & Mosby-Scott

"Thanks to our investment in cutting-edge technology and nimble workflow
processes, we were able to transition to primarily remote work within one
business day and with no interruptions to client service.”

Brian Winterfeldt
Founder and Principal
Winterfeldt IP Group




ARE YOU READY TO MANAGE AND GROW YOUR FIRM THE WAY ALL HIGH-PERFORMING PRACTICES
DO?

Grow your firm’s brand and clientele. Enable your staff to hit billable targets
painlessly. Then run reports to continuously optimize your firm to reach more
profitability. All in one platform.

See Centerbase in Action

Social

Imagery may be rendered and not a direct representation of actual platform.
© 2023 Centerbase. 
Made with ❤ in Dallas, TX


FEATURES

 * Accounting & Online Banking
 * Advanced Reporting
 * Automated Workflows
 * Billing
 * Calendaring
 * Client Intake
 * Client Portal
 * CRM
 * Document Management
 * Family Law Software
 * Matter Management
 * Mobile App
 * Project Management
 * Security
 * Timekeeping
 * Websites & Marketing Services


FEATURE TYPE

 * Client Operations
 * Growth & Marketing
 * Firm Management
 * Firm Operations


WHY CENTERBASE?

 * Case Studies
 * Customer Success & Support
 * Implementations
 * Industry Partners
 * Our Company & You
 * Testimonials


BY ROLE

 * Attorneys & Timekeepers
 * Managing Partners
 * Operations & Admins


INTEGRATIONS

 * LawToolBox
 * NetDocuments
 * Office365
 * Plaid
 * QuickBooks
 * iManage


RESOURCES

 * Contact Us
 * Mostly Legal Podcast
 * Resource Hub
 * Support Hub
 * Legal Business Glossary
 * Your Career at Centerbase


LEGAL

 * Terms of Service
 * Privacy Policy
 * Technical Support & Professional Services Policy
 * Payments Terms of Service
 * Payments Privacy Policy



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