Already using Centerbase IQ?

Log Into Centerbase IQ

Ask Centerbase IQ.
Get answers.

Ask questions in plain language and get instant, actionable answers from YOUR firm data. No more waiting for reports, wading through different systems, nor sifting through mountains of data.

Meet Centerbase IQ

Built for the business of law.

From partner profitability to AR aging to judicial research, Centerbase IQ is purpose-built for every role in your firm to get fast retrieval of information. Stop managing by looking backwards, CenterbaseIQ provides real-time performance visibility.

  • Natural Language Queries
  • Get answers in seconds, just by asking; have a conversation with your firm's data.
  • Visual Outputs
  • Formatted output with clear charts and tables sourced from your firm's data to empower executive-level decisions.
  • Citation-Backed Responses
  • Trust the data with transparent sourcing. Don't just get answers, but see where those answers came from.
  • Pre-Built Question Categories
  • Ready-to-go queries that measure Firm Health, Matters, Financial, WIP & Billing, and more.
Screenshot of IQ chat showing interactive bar and pie charts generated from natural language queries.
INTELLIGENCE, NOT JUST DATA

Everything your current analytics can't do.

Static dashboards show you what happened. IQ tells you what it means.

  • Ask Your Data Anything
  • Type a question in plain English. IQ's agentic AI writes SQL, queries your live database, and synthesizes answers with interactive charts and cited sources — in seconds.
  • Document Intelligence
  • Sync PDFs, contracts, and filings from your DMS. IQ extracts text, chunks it semantically, and searches across your documents alongside structured data.
  • Built-in Legal Research
  • Search judges, dockets, and case law via CourtListener — directly from the chat. Get judicial history, court opinions, and citation data without leaving IQ.
  • Multi-source Intelligence
  • Every answer draws from four sources simultaneously: live SQL database, narrative embeddings, document search, and legal research — then cites each one.
  • Choose Your AI Engine
  • Switch between Claude and GPT with a single click. Compare providers on speed, quality, and cost for your firm's queries. No lock-in.
  • Security by Architecture
  • AES-256-GCM encryption, tenant-isolated databases, JWT auth, full audit trails. Your data never touches another firm's and is never used to train AI models.
Your current system can run a report. IQ can answer a question. The difference is everything.

Other practice management systems give you reports.
We give you answers.

Most legal tech was built before AI existed. Their "analytics" are canned reports and pivot tables. IQ is different: it understands your question, queries your live data, generates interactive visualizations, and cites every source — so you never have to wonder where the numbers came from.

"Who are our top 10 clients by revenue?"
"Show me AR aging over 90 days."
"Which attorneys have the highest realization rates?"
"Find all contracts mentioning indemnification."
"What cases has Judge Wilson handled this year?"
"Summarize collections for the past 6 months."
HOW IT WORKS

From question to insight in seconds.

No setup wizards. No configuration. No training required.

1

CONNECT
Link your Centerbase account in seconds. No IT department required.

2

SYNC
Matters, billing, contacts, trust accounts, and documents — everything flows in automatically. Nothing to configure.

3

ASK
Ask questions in plain English. Get answers from four sources simultaneously — with interactive charts, cited sources, and exportable data.

The average firm is up and running in under 5 minutes. Your entire history — matters, billing, contacts, trust accounts, payments — syncs automatically.

Say hi.

SECURITY

Enterprise security isn't optional.

Your client data deserves the highest level of protection. Centerbase IQ is designed with security at every layer.

  • AES-256-GCM Encryption
  • All data encrypted in transit via TLS and at rest with AES-256-GCM. Encryption keys are per-tenant — never shared across organizations.
  • Tenant-isolated Databases
  • Every firm gets its own dedicated database. Your data is physically separated — never shared or co-mingled with other organizations.
  • Never Used for Training
  • Your data is never used to train AI models. LLM queries are stateless — nothing is stored by Claude or GPT. Full audit trails for every query.
We don't compromise on security because your clients don't compromise on confidentiality.
FAQ

Frequently Asked Questions

  • Is my data secure?
  • Absolutely. All data is encrypted with AES-256-GCM at rest and TLS in transit. Every firm gets its own tenant-isolated database — your data is never shared or co-mingled. LLM queries are stateless, and your data is never used to train AI models. Full audit trails track every query.
  • How fresh is the data?
  • Real-time. Data syncs regularly from your live Centerbase instance — matters, billing entries, contacts, trust accounts, payments, and more. You can also trigger manual refreshes at any time. No more waiting for last month's report.
  • Can I trust the AI's answers?
  • Every answer shows its work. IQ cites the exact sources it used — live SQL queries, document excerpts, narrative summaries, and legal research results — with confidence scores for each. You can expand any source to see the raw data behind it.
  • What kind of questions can I ask?

  • Anything about your firm — plus legal research. Here are some examples you may consider asking:

    • "Who are our top 10 clients by revenue?"
    • "Show me every matter where WIP exceeds $50K."
    • "Find contracts mentioning indemnification."

    Ask anything about your data and IQ answers with interactive charts, filterable data tables, document excerpts, and narrative analysis.
  • What specific AI capabilities does Centerbase IQ include, and how do they differ from the automation features already in Centerbase?
  • Centerbase IQ introduces a truly unique AI intelligence layer on top of your existing Centerbase platform. The product leverages an easy-to-use natural language experience that empowers users to essentially start a conversation with your firm's data. Well beyond a simple task-based utility, IQ unlocks an entirely new way to interact and engage with your data — ask a question, get an answer that includes key facts, tables, and visuals to outline the key findings. The great part is that can be just the beginning of a conversation thread, that maybe started with one question, but generated dozens of insights.
  • How does the AI work?
  • Centerbase IQ leverages an innovative approach to extract key data details, elements, events, activity, and documents from the core Centerbase platform and document repository into an AI-ready database that is vectorized for LLM model queries. Each time a question is asked through a series of almost instantaneous agentic skills, data is retrieved, with citations to highlight exactly where and how it was sourced.