Centerbase IQ™ brings natural language business intelligence directly to law firm leaders. No report requests, no waiting, no guesswork.
Dallas, TX, April 13, 2026 —
If you've ever needed to know how your firm was really performing: collection rates by practice group, which attorneys have WIP aging past 60 days, which matters have deadlines creeping up, you know the drill. Submit a report request. Wait for it to be built. Receive information that may already be out of date.
That experience is about to change.
Centerbase has just announced Centerbase IQ™, an AI-powered natural language decision support capability embedded directly within the Centerbase platform. Debuting at the 2026 Association of Legal Administrators Annual Conference & Expo, IQ gives firm leaders (managing partners, firm administrators, and practice group heads) fast, visual, citation-backed answers drawn from the billing, financial, matter, and productivity data already living inside Centerbase.
In short: you ask a question in plain English, and you get an answer. Right now. From your own firm's data.
What Is Centerbase IQ™?
Centerbase IQ™ is a purpose-built AI intelligence layer on top of the Centerbase legal operating platform. Instead of running static reports or digging through dashboards, firm leaders simply type a question ("Who are our top 10 clients by revenue?" or "Show me AR aging over 90 days") and IQ responds with interactive charts, filterable data tables, narrative analysis, and cited sources.
The technology draws from four data sources simultaneously: your live SQL database, narrative embeddings, document search, and built-in legal research through CourtListener. Every answer cites exactly where the information came from, so the managing partner in the boardroom knows they can trust the number in front of them.
Key Benefits at a Glance
Here's what Centerbase IQ™ delivers to your firm, from day one:
Natural Language Queries: Ask questions in plain English. No SQL, no report builder, no help ticket required. IQ understands what you're asking and fetches the answer instantly.
Visual Outputs: Answers aren't just text. IQ returns interactive bar charts, pie charts, and data tables formatted for executive-level decision making. Copy it, share it, act on it.
Citation-Backed Responses: Every answer shows its work. Users see exactly which source records, documents, or data points were used to generate the response. Transparency is built in, not bolted on.
Real-Time Data: Data syncs directly from your live Centerbase instance. Matters, billing entries, contacts, trust accounts, and payments are always current. No more waiting on last month's report.
Document Intelligence: Connect your DMS and IQ searches across PDFs, contracts, and filings alongside structured billing and matter data. Find the clause you need without leaving the platform.
Built-in Legal Research: Search judges, dockets, and case law via CourtListener directly from the IQ chat. Get judicial history and court opinions without switching systems.
Pre-Built Question Categories: Ready-to-go queries covering Firm Health, Matters, Financials, WIP & Billing, and more mean your team gets value from minute one. No configuration required.
Enterprise-Grade Security: AES-256-GCM encryption, tenant-isolated databases, and full audit trails. Your data never touches another firm's, and it is never used to train AI models.
The Value Proposition: Intelligence, Not Just Data
Most legal practice management systems were built before AI existed. Their "analytics" features are canned reports and pivot tables. They tell you what happened, but they can't tell you what it means.
Centerbase IQ™ is different. It understands your question, queries your live data, generates interactive visualizations, and cites every source. The result is answers you can act on, not data you have to interpret.
As Michael Dunn, CEO of Centerbase, put it: "Managing partners should not need a help ticket to understand how their firm is performing."
That philosophy is central to everything IQ does. It also reflects a broader commitment to trust. Scott Cormier, Centerbase's Chief Product Officer, noted: "With Centerbase IQ™, we are not asking firm leaders to trust a black box. We are showing them both the answer and the source."
For midsize firms especially, that trust matters. These firms are expected to operate with the same strategic visibility as large firms, but with leaner administrative teams. When questions go unanswered or critical data is buried in a report queue, decisions get made with incomplete information. Centerbase IQ™ was purpose-built to close that gap.
Why Your Firm Will Want This
Think about the questions your firm wrestles with week to week. Which practice groups are most profitable? Which clients represent the highest concentration of WIP risk? Which attorneys are exceeding realization targets, and which need a conversation? Which matters have deadlines sneaking up in the next 30 days?
Today, getting answers to those questions might take days. With Centerbase IQ™, it takes seconds.
Beyond speed, consider the confidence factor. When you walk into a partner meeting or board session, you want to know your numbers are right. Centerbase IQ™'s citation-backed approach means you're not just presenting a figure; you're presenting a figure with a source. That's a different kind of credibility.
And for firm administrators, IQ reduces the administrative burden of building one-off reports for leadership. Instead of responding to ad-hoc data requests, administrators can focus on higher-value work while managing partners get their answers directly.
This is also just the beginning. Centerbase plans to expand Centerbase IQ™ with proactive insights, deeper agentic AI to power automated workflows, and additional data sources over time. What launches today is already a meaningful leap forward, and the roadmap points toward even greater capability.
Ready to See It for Yourself?
Centerbase IQ™ is available now for a demonstration. If you're a midsize law firm that wants to move from reactive reporting to real-time intelligence, this is worth a look.
Centerbase IQ™ debuted at the 2026 ALA Annual Conference & Expo (Booth 231) in National Harbor, Maryland, April 12–15, 2026.
About Centerbase
Centerbase provides cloud-based legal software that centralizes all aspects of law firm management, including billing, accounting, timekeeping, matter and document management, automated workflows, and profitability reporting. Designed for mid-size law firms, Centerbase helps firms modernize operations, optimize productivity, and improve client service. For more information, visit centerbase.com.
Media Contact: Trish Stromberg trish.stromberg@centerbase.com
Centerbase IQ brings managing partners and firm administrators fast, citation-backed, natural language intelligence drawn from their firm’s own billing, financial, matter, and productivity data, without building reports or administrator support.
Dallas, TX, April 13, 2026 —
Centerbase, a leading legal operating platform built for midsize law firms, today announced Centerbase IQ, an AI-powered natural language decision support capability embedded directly within the Centerbase platform. Debuting at the 2026 Association of Legal Administrators Annual Conference & Expo, held April 12–15 in National Harbor, Maryland, Centerbase IQ gives firm leaders fast, visual, source-backed answers drawn from the billing, financial, matter, and productivity data already housed in Centerbase.
For many law firm leaders, getting answers about firm performance still requires submitting a report request, waiting for it to be built, and receiving information that may already be outdated. Centerbase IQ changes that experience by enabling legal professionals to ask questions in natural language and instantly receive visual, citation-backed answers generated from firm data inside Centerbase. The result is direct access to executive-level insight without the delays of manual report building, administrative support, or static reporting workflows.
Whether legal professionals want to review collection rates by practice group, identify attorneys with WIP aging beyond 60 days, or see which matters have deadlines approaching, Centerbase IQ makes those insights immediate and actionable.
The capability delivers a comprehensive view of firm operations, bringing together billing, collections, matter economics, realization, WIP and AR aging, attorney productivity, origination, and docket activity in one place. Firms can also build an internal knowledge base within Centerbase IQ that incorporates their own best practices and performance standards, ensuring answers reflect not only firm data, but also the firm’s unique operating context. The result is a trusted source for evaluating performance, monitoring matters, and running the firm with greater clarity.
Every Centerbase IQ answer includes the source records behind it. Users see exactly where the answer came from, giving managing partners confidence in the boardroom and allowing firm administrators to trace figures back to the underlying data. In a profession where accuracy is essential, that level of transparency is critical.
“Managing partners should not need a help ticket to understand how their firm is performing,” said Michael Dunn, CEO of Centerbase. “Centerbase IQ helps firm leaders get answers they can trust and act on, from the data already inside Centerbase, from billing entries and collections to matters and deadlines. This is a meaningful step forward in how legal professionals unlock business intelligence and make more informed decisions for their firms.”
Midsize firms face a distinct challenge. They are expected to operate with the same strategic visibility as larger firms, with leaner administrative teams. When critical questions go unanswered or deadlines slip by unnoticed, leaders are forced to make decisions with less confidence. Centerbase IQ is purpose-built for that reality.
“AI in legal software has to earn trust before it earns adoption,” stated Scott Cormier, Centerbase Chief Product Officer. “With Centerbase IQ, we are not asking firm leaders to trust a black box. We are showing them both the answer and the source. Plus, the insights are derived in a very precise approach, isolated to only the firm’s own data. Our goal is to provide grounded insights that firms can use to take action.”
Centerbase IQ marks a significant step forward in a broader platform intelligence strategy. The company plans to expand proactive insights, deepen agentic AI to power workflows, and incorporate additional data sources over time. With these advancements, Centerbase continues to lead the modern transformation of how midsize firms manage the business of law.
Centerbase is demonstrating the new capability at the ALA Annual Conference & Expo at Booth 231. For more information, visit centerbase.com/IQ.
About Centerbase
Centerbase provides cloud-based legal software that centralizes all aspects of law firm management, including billing, accounting, timekeeping, matter and document management, automated workflows, and profitability reporting. Designed for mid-size law firms, Centerbase helps firms modernize operations, optimize productivity, and improve client service. For more information, visit centerbase.com.
Media Contact: Trish Stromberg trish.stromberg@centerbase.com
The integration pairs Centerbase’s matter data, billing workflows, and operational intelligence with Billables AI’s automated time capture, giving midsize firms a stronger data foundation and the AI-powered reporting to make better decisions on profitability, timekeeper performance, and firm growth.
Dallas, TX, April 7, 2026 —
Centerbase, the operating platform purpose-built for midsize law firms, today announced an integration with Billables AI, the leading AI-powered timekeeping platform for legal. Together, the two platforms connect Centerbase’s matter data, billing workflows, and operational intelligence with Billables AI’s automated time capture, giving firms automated timekeeping and the accurate data leadership needs to make better decisions on profitability, utilization, and firm growth.
Every managing partner knows that time data is the foundation on which all other metrics are built. When hours go unrecorded, or narratives get reconstructed days later, realization suffers, write-downs accumulate, and the reports leadership relies on to evaluate matter profitability, assess utilization, and plan for growth tell only part of the story. Better decisions start with better data at the source.
Billables AI addresses that at the source. Running passively across dozens of workflows attorneys already use (Microsoft, Google, Adobe, Zoom), it captures billable activity as work happens, matches time to the correct client and matter, and generates detailed narratives for attorney review and approval – helping firms capture 10 to 30 percent more billable time than manual methods allow. Those time entries flow directly into Centerbase, where they join the matter structure, billing history, and workflow data the platform already holds. That same matter context gives Billables AI what it needs to apply Outside Counsel Guidelines and keep time entries client-compliant before billing. The result is a richer, more complete dataset that makes Centerbase’s reporting more meaningful: clearer visibility into matter-level economics, more reliable timekeeper metrics, and the data firms need to evaluate which work to take on, how their timekeepers are developing, and where realization can be improved. It also gives Centerbase the foundation to deliver timely, accurate billing and profitability reporting that firm leadership can act on.
Midsize firms face a specific pressure: delivering the same client service and competitive capability as larger practices while operating with leaner teams and less administrative infrastructure. At that scale, the quality of billing data is more consequential, not less. Every hour left uncaptured and every narrative reconstructed at week's end has a direct impact on realization, on what leadership can see, and on the decisions they can confidently make. Centerbase evaluated AI timekeeping solutions across the market and selected Billables AI for its privacy-first approach and proven fit with how midsize firms work. The integration launches today as an API-based connection, with plans to embed more deeply over time as Centerbase continues expanding the data and AI capabilities available to firm leadership.
“The quality of every report, every metric, every decision a managing partner makes comes back to the data underneath it,” said Rob Joyner, Senior Vice President of Business Development for Centerbase. “By pairing Centerbase’s operational foundation with Billables AI’s time capture, we're helping firms capture more of what they earn and see more of how they operate, giving leadership an accurate, timely picture of firm performance they can actually manage to."
“Uncaptured time is one of the most overlooked sources of lost revenue for law firms,” said Nancy Jeng, Co-Founder of Billables AI. “Billables AI automatically captures and intelligently understands work activity. When that insight flows into Centerbase, firms can turn everyday work into reliable billing data and clearer visibility into how their practice operates.”
The integration is available now to Centerbase customers. Firms interested in activating Billables AI can contact their Centerbase account representative.
About Centerbase
Centerbase is the operating platform purpose-built for midsize law firms. It unifies matter management, billing, financial operations, and the AI tools firms are adopting into a single governed system, eliminating the operational drag that costs firms time, revenue, and client confidence. The result is a practice that runs tighter, bills what it earns, and turns its operations into a competitive advantage. To learn more, visit centerbase.com/webinars/billablesai
About Billables AI
Billables AI is an AI-powered timekeeping and operational intelligence platform built for law firms and professional services. The industry-leading automated time-tracking solution passively captures work activity, generates billing narratives, and integrates with leading practice management and productivity tools. By reducing lost time and administrative burden, Billables AI helps firms increase revenue, compliance, and client trust. Founded by a team of AI, B2B SaaS, and product marketing experts, the company is based in San Francisco and backed by leading Silicon Valley AI investors, including Wing VC, F7, SignalFire, Darkmode, and Alumni Ventures.
The new Centerbase + NetDocuments integration links a firm’s practice management data directly to its document AI, automating matter workflows, eliminating manual data entry, and giving midsize law firms the governed AI foundation they need to deliver more with the same team.
Dallas, TX, March 24, 2026 — Centerbase, the operating platform purpose-built for midsize law firms, today announced an enhanced native integration with NetDocuments, the #1 trusted intelligent document management system (DMS) for legal professionals, making Centerbase the first practice management platform to natively connect matter data with ndMAX’s AI-powered document intelligence.
With this integration, Centerbase puts AI to work the moment a matter opens. For example, open a new real estate closing and the engagement letter, workspace, and review tasks are ready before the first call. Save a client contract to NetDocuments® and ndMAX automatically extracts the key parties, dates, and obligations and writes them back into Centerbase, where they are immediately available for reporting and workflow automation. The result is a structured framework that gives firm leadership the controls and visibility to deploy AI across the practice with confidence.
The Centerbase + NetDocuments ndMAX integration also marks the beginning of pre-defined AI-powered workflows that connect a firm’s work product with its operating data. By giving AI applications secure, real-time access to client, matter, billing, and financial data, Centerbase positions itself as the operating platform for midsize law firms and enables broader, governed AI adoption across the practice, so leadership can monitor adoption, manage costs, and bill AI-related work accurately.
For managing partners, the question is no longer whether to adopt AI but how to govern it. This integration delivers a structured answer: greater delivery capacity without added headcount, consistent workflows that make alternative fee arrangements more predictable, and stronger realization and client service. More than an efficiency gain, it gives midsize firms the AI foundation they need to build the next generation of their practice.
“Midsize firms are under pressure to deliver faster results, adopt new pricing models, and compete with organizations already investing in AI,” said Rob Joyner, Senior Vice President of Business Development. “By integrating Centerbase with NetDocuments ndMAX, we are connecting the business of law with the AI that produces the work and giving firms a platform they can build on for the next decade.”
“At NetDocuments, we’re focused on helping legal professionals do their best work by delivering intelligent tools within the systems they rely on every day,” said Reza Parsia, Vice President of Strategic Partnerships at NetDocuments. “Our integration with Centerbase reflects that commitment by bringing ndMAX AI capabilities into the workflows firms already use to manage their matters.”
The integration will be showcased at ABA TECHSHOW, with early adopter access available to qualified midsize firms.
About Centerbase
Centerbase is the operating platform purpose-built for midsize law firms. It unifies matter management, billing, financial operations, and the AI tools firms are adopting into a single governed system, eliminating the operational drag that costs firms time, revenue, and client confidence. The result is a practice that runs tighter, bills what it earns, and turns its operations into a competitive advantage. To learn more, visit centerbase.com.
About NetDocuments
NetDocuments helps legal professionals do their best work with an intelligent document management system (DMS) that goes beyond getting organized and brings to life seamless AI, powerful workflows, and smarter experiences. The #1 trusted cloud-native DMS for 25+ years, NetDocuments delivers tools to make work easier throughout the document lifecycle — from award-winning automation and AI to email management, search, collaboration, document bundling, advanced security, and more.
Supporting more than 7,000 law firms, corporate legal departments, and public sector organizations worldwide, the platform integrates with 150+ other technologies, including Microsoft 365 and DocuSign, making it a core solution that meets users wherever they work. To learn more, visit netdocuments.com.
Centerbase Payments, a new embedded solution powered by Stripe, is helping midsize law firms streamline billing, speed up collections by 20%, and automate trust and operating workflows within the platform.
Dallas, TX, August 19, 2025 — Centerbase, a leading legal practice management platform for midsize law firms, today announced the launch of Centerbase Payments, a fully embedded, secure billing and payment processing solution powered by Stripe, the global financial infrastructure platform which builds programmable financial services.
The integration—already rolled out to beta customers—has shown outstanding results, including firms getting paid up to 20% faster, doubling their cash flow, and eliminating manual reconciliation through automated accounts receivable workflows.
“With Centerbase Payments, powered by Stripe, we’re transforming how law firms handle one of their most essential functions: getting paid,” said Michael Dunn, CEO of Centerbase. “By embedding Stripe’s best-in-class payment technology directly into our platform, we’re giving firms a faster, simpler, and more secure way to manage payments without ever leaving Centerbase.”
A Seamless, Client-Centered Payment Experience
Centerbase Payments allows law firms to offer modern, flexible payment options—credit card, debit, or ACH—directly from the invoice. Funds are automatically applied to the correct matter, and real-time visibility into the payment lifecycle is built in. The result: no extra portals, no duplicate data entry, and no more manual reconciliation.
Firms can now offer:
Branded client receipts
Trust replenishments
ACH-only options by client, matter, or firm
The ability to pass on convenience fees
Real-time payout tracking
Built-in trust and operating workflows
Automated reconciliation tied to Centerbase accounting
“This is more than just a feature—it’s a smarter way to get paid,” Dunn added. “Centerbase Payments was designed to fit seamlessly into how firms already work, saving time, improving accuracy, and making collections faster and more client friendly.”
The new solution underscores Centerbase’s broader mission to centralize and modernize law firm operations, from intake and case management to billing, reporting, and now, payments. The embedded Stripe partnership ensures top-tier security, PCI compliance, and a world-class infrastructure trusted by millions of businesses worldwide.
About Centerbase LLC
Centerbase provides cloud-based legal software that centralizes all aspects of law firm management, including billing, accounting, timekeeping, matter and document management, automated workflows, and profitability reporting. Designed for mid-size law firms, Centerbase helps firms modernize operations, optimize productivity, and improve client service. For more information, visit centerbase.com.
Paul Bridgewater Remains on the Board of Directors
Dallas, TX – February 10, 2025 – Centerbase, a leading provider of legal practice management software, is pleased to appoint Michael Dunn as its new Chief Executive Officer. Dunn will also serve on the Centerbase Board of Directors. Paul Bridgewater, the company’s current CEO and President, will remain on the Board of Directors, ensuring continuity and strategic oversight as the company enters its next growth phase.
Dunn brings more than 20 years of experience in technology and software leadership, with a proven track record of driving growth and innovation. Most recently, he served as CEO of ResMan, LLC, a leading property management SaaS platform, where he spearheaded platform modernization and innovation. Under his leadership at ResMan, the company experienced growth in revenue and profitability while also increasing the number of properties that ran on ResMan, produced historically high product and support NPS scores from customers, and established ResMan as a leader in the mid-market software industry for multi-family operators.
Prior to his role as ResMan’s CEO, Dunn led product and technology as the CTO and GM of Payments at ResMan, CTO and GM at Stack Sports, and CTO roles at both Match.com and Dex Media. In addition to his executive roles, Dunn has served on multiple boards, including several within the Mainsail Partners portfolio.
Bridgewater’s transition from an operating role to the Board-only marks a pivotal moment for Centerbase. Under his leadership, the company more than doubled its revenue, strengthened its product innovation and technology infrastructure, and built a high-performing go-to-market strategy. His continued involvement will provide valuable strategic direction as Centerbase continues its expansion.
"We’re excited to welcome Michael to Centerbase and grateful to Paul for leading the company to its current state of growth and industry leadership," said Taylor McKinley, Partner at Mainsail Partners and Centerbase Board member. "Having worked with Michael at ResMan, we know his leadership and customer-focused approach."
Dunn shared his enthusiasm: "I’m honored to join Centerbase at such an exciting time. The legal industry is evolving rapidly, and Centerbase is well-positioned to help law firms grow and succeed like never before. I look forward to working with our talented team to deliver exceptional value and innovation for our customers, and just as importantly, to partnering with our customers to strengthen their ability to utilize Centerbase as the technology foundation of their law firms."
About Centerbase
Centerbase provides cloud-based legal software that centralizes all aspects of law firm management, including billing, accounting, timekeeping, matter and document management, automated workflows, and profitability reporting. Designed for mid-size law firms, Centerbase helps firms modernize operations, optimize productivity, and improve client service. For more information, visit centerbase.com.
Modernizing your law practice management software is an enticing — and strategic — end goal. Whether that means moving your firm’s data from a server to the cloud or upgrading to an all-in-one law firm management and growth platform, you can significantly enhance efficiency and client service with modern software.
But all the features within law firm management platforms mean nothing if you find yourself questioning the accuracy of your firm’s data. Christopher Holmes, Chief Operating Officer at Hackett Feinberg P.C., knows this reality all too well.
Modernizing law practice management
In 2020, Chris led the charge to modernize his firm’s operations. A long-time user of Timeslips, Hackett Feinberg was eager to upgrade from an on-premise server to a cloud-based solution.
The firm decided on practice management software that seemed to fit the bill, as it offered the integrated practice management documents, email, and accounting capabilities Chris and his team wanted.
“The goal in moving to that system was to have a modern platform that would better serve our clients, be user friendly, and improve our firm’s efficiency,” he says.
When your legal software’s data integrity fails
After three years with the software, Hackett Feinberg learned its limitations. Primarily, the firm encountered data integrity issues in its accounting, where a deposit would have a date different from other deposits made the same day, throwing off the firm’s bank records.
In other instances, the system showed that clients’ payments were due, even though they had been paid.
“These issues were alarming, and they made us wonder what we might be missing,” Chris says.
The firm recognized other limitations, too, namely a lack of robust, customizable, user-friendly reporting.
“The reporting dashboards were not useful,” Chris says. “They were templates that couldn’t be customized, weren’t based on user roles, and they didn’t have proper user-based restrictions.”
Converting to Centerbase’s law practice management platform
Eventually, it was time to explore other options.
“I got a demo of Centerbase and saw the difference immediately,” Chris says.
Centerbase’s advanced reporting and customizability now give Chris the information he needs.
“I love that I can customize our dashboards by user roles, so we can have a managing partner dashboard, a new associate dashboard, etc., with information that’s relevant to them, and they can do what they need to,” he explains.
He especially appreciates not having to enter data and calculate compensation manually, thanks to Centerbase’s Production and Origination report. “I can let attorneys know their compensation on a daily basis if I need to,” Chris says.
Prioritizing data integrity during implementation
Chris particularly appreciated Centerbase’s focus on data integrity during the onboarding and implementation process.
Centerbase has been in communication with us during the entire data conversion process, working with us to overcome the limitations of the data available from our prior software.
Christopher Holmes, COO, Hackett Feinberg
Centerbase’s proprietary implementation methods deliver accurate data imports by mapping and validating the firm’s data, ensuring it is accurate, organized, configured to fit the firm’s needs, and ready to use on day one.
Chris also likes that his team has an organized implementation process to follow with clear expectations, accountability, and target dates for completing tasks. Additionally, thorough live and online training give them the support they need.
“I’ve been part of software conversions before with larger law firms, and Centerbase’s implementation process brings back those previous positive experiences. The Centerbase team has been great and very helpful. They are magicians,” Chris says.
Many law firms have relied on PCLaw for years, but it’s becoming increasingly clear that this aging software falls short of meeting the evolving needs of modern law practices. PCLaw is sunsetting and won’t be migrating to the cloud, and this summer, the company suggested that users should transition to another solution, LEAP, a solution that offers automated legal forms, document management, and legal trust accounting tools. The problem is, even that solution falls short of the cutting-edge practice management technology law firms need to remain productive and competitive.
So, let’s take a look at the considerations of staying with PCLaw and transitioning to LEAP and why choosing a new solution — Centerbase — could be the right move.
What are the drawbacks of using PCLaw?
There are multiple pain points that PCLaw users have experienced over the years — ones that a move to LEAP can’t solve, but a more advanced legal practice management solution could.
Unreliable database: Frequent crashes and system instability have been common complaints from law firms. Users have consistently reported database corruption problems, causing frustration and potential data loss. Even after transitioning to a SQL version of the software, PCLaw has struggled to provide the stable platform that law firms require.
Outdated user interface: PCLaw’s interface feels like a relic from another era. It primarily focuses on timekeeping and lacks the modern features that law firms need to stay competitive.
No mobile app: In an era where mobility is crucial, PCLaw lacks a dedicated mobile app. This limitation hinders lawyers on the move from accessing vital information and entering billable hours promptly.
Manual processes: PCLaw relies on manual processes for several essential tasks, including bill editing and client matter setup. These inefficiencies cost law firms time and resources.
Limited reporting: Generating comprehensive reports in PCLaw involves running multiple separate reports and manually inputting data into spreadsheets. This process is not only tedious but also prone to errors.
How does Centerbase resolve the pain points of PCLaw?
Centerbase offers a compelling solution to these PCLaw pain points and is a robust solution designed to meet the needs of modern legal professionals. Offering greater flexibility, mobility, and features that streamline the practice of law, here’s a summary of the advantages that Centerbase offers over PCLaw.
Integrated billing and accounting: Centerbase provides integrated billing and accounting functionality, ensuring a seamless financial management experience for law firms. Law firms can say goodbye to the hassle of using multiple software solutions for billing and accounting.
Mobile app: Centerbase has a dedicated mobile app that allows legal professionals to access critical information and capture billable hours while on the go. This mobile app empowers lawyers to work efficiently, whether they’re in the office or in the field.
Effortless prebill editing: Centerbase eliminates the need for paper bills and messenger services. Attorneys can mark up bills digitally, reducing manual work, saving time and resources, and improving invoice accuracy.
Customizable reporting: With PCLaw, users had to run separate reports to gather financial data, timekeeper hours, and budgets, then enter the data into a spreadsheet. Centerbase eliminates the need to spend hours on manual data entry and analysis. Our reporting tools help law firms make data-driven decisions quickly, with one-time report setup that collects all the information you need in one place. Moreover, unlike LEAP, Centerbase offers custom reporting, allowing law firms to tailor reports to their specific needs. Law firms can access the insights and data that matter most to their practice.
Automated workflows: Centerbase enables law firms to automate many manual processes, such as client matter setup and conflict checks. This automation reduces the risk of errors, increases efficiency, and frees up valuable time for legal professionals.
Profitability tracking: Unlike PCLaw, Centerbase provides tools to monitor firm profitability. With access to key financial and performance metrics, law firm leaders can make informed decisions to drive growth.
Strong technical support: Centerbase boasts a responsive and reliable technical support team, ensuring that you have the assistance you need when you need it. Our support team is available from 7 am to 7 pm CDT, five days a week. Our response and resolution times are less than 24 hours.
Cost savings & Revenue opportunity: Centerbase isn’t just a feature-rich solution; it’s also a cost-effective and revenue generating one. By eliminating the expenses associated with paper bills, messenger services, and manual data entry, Centerbase saves law firms time and money. Additionally, Centerbase can help firms improve cash flow with faster billing and capture up to 5 more billable hours per timekeeper per month – easily generating an extra $12,000 per billable FTE annually.
What are best practices for law firms navigating the transition to new legal technology?
If you’re considering making a switch from PCLaw, here are five tips that will help you ensure a smooth transition to a new software solution.
Do your due diligence. Conduct comprehensive research online to learn about each software’s features, user reviews, and industry reputation.
Limit your search. Narrow down your choices to three to five options to make the selection process more manageable. It’s easier to evaluate a smaller pool of candidates thoroughly.
Keep a checklist: Maintain a checklist of your must-have features and compare each software against these criteria. This approach ensures that you choose the software that aligns most closely with your needs.
Check the software’s cloud integration capabilities. Verify that the software offers true cloud integration for both front-office and back-office functions. A truly integrated system reduces redundancy and ensures data consistency.
Don’t assume anything. Don’t assume that software will meet your needs without a thorough evaluation. Take the time to understand the features and capabilities of your new software fully. Some platforms claim that they are cloud-based, but only part of the product is; for example, some solutions only host in the cloud, while others only base half of their features in the cloud.
Law firms can’t afford to not switch to Centerbase
If you’re currently using PCLaw and suffering from the limitations of this aging software, it’s time to explore better alternatives. Centerbase offers a modern, feature-rich solution that not only addresses the pain points of PCLaw but also empowers your law firm to thrive in the digital age.
Don’t wait; make the switch to Centerbase today and experience the transformative power of advanced legal practice management software. Contact us to get a free demo and learn how you can transition your law firm to Centerbase today with no downtime.
Centerbase, a leading provider of cloud-based legal technology for mid-sized law firms, announced today that Paul Bridgewater has been appointed as Chief Executive Officer (CEO) and President. Bridgewater succeeds current CEO and founder, John Forbes who has led Centerbase since its inception in 2015. Forbes will remain an active member on Centerbase’s Board of Directors.
Prior to joining Centerbase, Bridgewater served as CEO of ResMan, a leading property management SaaS platform provider, where he led its growth through a customer-first model and scaled the reach of ResMan’s software to new segments within the property management industry through organic and complementary acquisitions. Before ResMan, Bridgewater served as CEO of Sage Payment Solutions (now Paya), where he grew processing volumes to more than $27 billion prior to a successful divestiture of the business.
“The team at Centerbase has done an incredible job building a robust practice management system tailored for mid-sized law firms,” said Bridgewater. He added, “I believe Centerbase’s commitment to client joy through a combination of a powerful back-end practice management solution and a front-end web marketing and content management system has positioned the company strongly within the legal technology landscape. I’m thrilled about this opportunity and will strive to continue driving value for our clients, team members, and shareholders.”
Under the vision and leadership of John Forbes, Centerbase has expanded its reach across the practice management and legal billing space, specializing in serving mid-sized law firms poised for growth. “I am immensely grateful to the team at Centerbase who have created an extraordinary platform and an incredible culture from which we were able to bring my vision to reality for so many law firms,” said Forbes. “I believe Centerbase’s best days are ahead, and I find that Paul’s character and expertise in the SaaS industry make him ideally suited to serve as the company’s CEO and President for this next stage of growth. I look forward to supporting Centerbase as a board member and cannot wait to watch the next chapter in Centerbase’s story unfold.”
“I am excited to welcome Paul to Centerbase and want to thank John for everything he has done to make it the company that it is today,” said Taylor McKinley, Managing Partner at Mainsail Partners and a Centerbase Board of Directors member. “We know Paul well from working with him at ResMan, where he demonstrated strong leadership skills with a relentless focus on delivering value for their customers. We believe he is the perfect addition to oversee this next phase of growth as Centerbase continues its endeavor of disrupting the legal software market.”
The announcement also follows Centerbase’s recent acquisition of Legalfit, the leading web marketing platform and content management system (CMS) built specifically for law firms. Bridgewater is excited to leverage his prior experience to create a platform that can serve the legal sector throughout the entire client lifecycle encompassing everything from a firm’s website to business management and accounting.
About Centerbase
Centerbase, the leading provider of cloud-based legal technology for mid-sized law firms, provides innovative, configurable, and scalable software to power the growth of law firms. Centerbase’s practice management software, web marketing platform, and content management systems liberate legal teams from manual work by taking the guesswork out of marketing decisions, automating routine tasks, and connecting them in a single collaborative workspace. Boasting a comprehensive feature set of billing, accounting, and practice management tools plus the ability to offer full-history data migrations, Centerbase has become the go-to solution for midsize law firms. For more visit centerbase.com.
About Mainsail Partners
Mainsail Partners is a growth equity firm with offices in Austin and San Francisco that seeks to invest in rapidly growing, bootstrapped software companies. The firm has raised over $2.2 billion and invested in more than 60 bootstrapped companies since 2003. Mainsail has extensive experience investing in B2B software companies that the firm believes have the potential to be category leaders. Mainsail’s approach to driving value creation is anchored in a dedicated Operations Team that is purpose-built to help founders scale their businesses and accelerate growth. These women and men include former software company operators who leverage real-world experience, well-established best practices, and a true partnership ethos to support management teams. For more information, visit mainsailpartners.com or follow the firm on LinkedIn.
Acquisition enables Centerbase to offer end-to-end client and matter lifecycle management, bolstering the company’s mission to power the growth of law firms.[/vc_column_text][vc_column_text]Centerbase, the leading provider of cloud-based legal technology for mid-sized law firms, has acquired Legalfit, the premier web marketing platform and content management system (CMS) built specifically for law firms.
“When we saw Legalfit’s dedicated legal CMS and intake capabilities, we knew we had to bring them into the Centerbase family of products. It’s a huge step forward in our mission to power the growth of law firms. With Legalfit, we are able to provide our clients with a robust, scalable website CMS on top of the practice management and billing suite we already offer, bringing true end-to-end visibility of the client lifecycle,” said John Forbes, Founder and CEO of Centerbase.
“It adds immense value to our clients to unite these products and give law firms the first client relationship management (CRM) tool that tracks the complete client lifecycle, enabling them to not only improve operational efficiency, but drive more business.”
Founded in 2015 by Robert Zhou, Legalfit believes that with enough data, analytics, and automation, law firms are able to take the guesswork out of marketing decisions. Legalfit develops highly intuitive websites and marketing solutions to optimize law firms’ brand and business objectives via unparalleled SEO performance and industry-leading Google scores. With the company’s fortified platform, Legalfit is excited to expand its services into mid-market law firms with Centerbase.
"Combining the best-in-class websites with practice management software unlocks a unique opportunity to deepen product integration and accelerate innovation to help law firms grow faster,” said Robert Zhou, Legalfit Founder & Owner.
This acquisition comes at a time of accelerated growth for Centerbase. Following a growth equity investment from Mainsail Partners in 2021 and continued momentum year-to-date, Centerbase has invested heavily in its core product while exploring feature and practice area-specific integrations.
The announcement also follows Centerbase’s acquisition of Family Law Software. As family law firms tend to have the most paperwork-intensive intake process, Legalfit’s software will allow family law clients to populate intake forms and provide access to the client portal directly on their firm websites.
“No one else in the market can offer a client experience like this. It’s going to be exciting watching our clients run their firms in ways they’d only dreamed of before. And the growth they’ll experience in return will be exponential,” said Forbes. About Centerbase
Centerbase is a cloud-based legal operations platform that empowers midsize law firms to run their practice with confidence. It’s a highly scalable and configurable system that liberates legal teams from manual work by automating routine tasks and connecting them in a single collaborative work space. Boasting a comprehensive feature set of billing, accounting, and practice management tools plus the ability to offer full-history data migrations, Centerbase has become the go-to solution for midsize law firms. For more visit centerbase.com.
About Legalfit
Legalfit is the premier web marketing platform that creates high performance websites with industry-leading designs to drive practice-specific leads. The easy-to-use content & design management tools empowers law firms to take control of their brand story. The Legalfit Dashboard provides valuable data in an actionable way, so that law firms can understand where their marketing currently stands and what their next strategic move is in the digital marketing space to align with their business goals. Learn more at legalfit.com.
