Centerbase Blog

As in-house legal departments and large corporate law firms seek to meet the immediate needs of a changing legal environment, legal operations will continuously play a major role.

3 Trends Currently Shaping Legal Operations 

As in-house legal departments and large corporate law firms seek to meet the immediate needs of a changing legal environment, legal operations will continuously play a major role. Firm administrators will identify new methods and tools for streamlining firm operations, saving costs, and providing clients with top-notch service.

As law firms announce their respective return-to-office strategies, flexibility appears to be a common theme. To best handle these transitions, law firm administrators and members need a comprehensive practice management system that promotes consistency while minimizing potential roadblocks. 

Does Practice Management Software Make Your Firm More Flexible?

As law firms announce their respective return-to-office strategies, flexibility appears to be a common theme. To best handle these transitions, law firm administrators and members need a comprehensive practice management system that promotes consistency while minimizing potential roadblocks, learn why.

Introducing the Centerbase Client Community

After months of planning and building from the ground up, we are excited to announce the launch of a brand new exclusive community for our clients! Centerbase’s mission for the…

Cloud Technology: Is It Necessary to Remain Competitive?

Software is constantly improving, and firms that continue to use server-based software are finding it impossible to keep up with advancing technology. If a firm wants to take advantage of the latest and greatest, is it essential to be willing to adopt a cloud-based system?

As law firm administrators seek to introduce new technologies into their firms, they may find that some more seasoned members resist the changes. But the legal industry is quickly changing, and innovative technologies must be a part of that transition. By implementing these strategies, law firm administrators can encourage older members of the firm to embrace tech advances.

From Hesitancy to Acceptance: How to Encourage Seasoned Law Firm Members to Embrace New Technologies

As law firm administrators seek to introduce new technologies into their firms, they may find that some more seasoned members resist the changes. But the legal industry is quickly changing, and innovative technologies must be a part of that transition. By implementing these strategies, law firm administrators can encourage older members of the firm to embrace tech advances.

When you think about the function of a law firm, your thoughts probably go straight to the provision of legal services. But, with regular reporting, firms can track metrics that provide valuable detailed financial analysis.

The Reporting Data that Law Firms Need for Financial Success

When you think about the function of a law firm, your thoughts probably go straight to the provision of legal services. But, with regular reporting, firms can track metrics that provide valuable detailed financial analysis.

Without a plan for where you're headed, you will never arrive at the desired destination. Growing your law firm is no easy feat, but there are simple planning steps you can take to ensure you set yourself up for success. The common saying goes, “if you fail to plan, then you plan to fail.” Don't let that be you!

Strategically Growing Your Law Firm 101: The Planning Basics

Without a plan for where you’re headed, you will never arrive at the desired destination. Growing your law firm is no easy feat, but there are simple planning steps you can take to ensure you set yourself up for success. The common saying goes, “if you fail to plan, then you plan to fail.” Don’t let that be you!

Your intake process will influence your bottom line. So ask yourself, are you utilizing the best strategies and practices to ensure that you're making it as easy and compelling as possible for potential new clients to find and hire your firm?

Does Your Intake Process Affect Your Bottom Line?

There is a common aphorism that often gets applied to life that goes, a rising tide lifts all boats. And it’s true in many cases. In good times, many businesses…

A single client matter can encompass numerous steps, from developing a strategy and managing client expectations to implementing the plan and bringing the matter to a close. At every stage of that process lies an opportunity for obstacles, especially when lawyers lack the technology they need to handle their cases efficiently and effectively.

Attorney Bottlenecks and Legal Technology: Solving the Pain Points of Practicing Law

Bottlenecks commonly occur within the law firm environment, but certain pain points are specific to attorneys. At every stage of a matter lies an opportunity for obstacles, especially when lawyers lack the technology needed to handle their cases efficiently and effectively. Check out what these bottlenecks are and how you can solve them.

We all know it is easier to keep an existing client than to obtain a new one, yet many firms fail to focus on practices that will ensure their clients receive a consistently positive experience with their firm. Some intentional effort in your firm’s practices can make a world of difference for your clients and for your firm. The common mistakes below can be easily addressed in your firm to create a more positive client experience.

Avoiding Common Law Firm Client Experience Mistakes

We all know it’s easier to keep an existing client than to obtain a new one, yet many firms fail to focus on practices that will ensure their clients receive a consistently positive experience with their firm. Take a look at some of the common mistakes that firms make that can be easily addressed to create a more positive client experience.

Decisions made by law firm administrators greatly impact the financial and operational wellbeing of a law firm. Firm leaders count on administrators to identify existing and potential problems, then implement strategies to properly address them. When the administrator’s efforts result in greater profitability and enhanced productivity, the law firm benefits overall.

How to Use Legal Technology to Address Law Firm Administrative Bottlenecks

The law firm administrator keeps the entire firm running with productivity and efficiency. A huge part of that responsibility involves identifying bottlenecks and implementing solutions to address them. Take a look at the latest technology that law firm administrators need to address the many inefficiencies that hamper law firm processes.  

There is no question that referrals are marketing gold for law firms and because of this, it makes sense to invest time and money into generating a process that not only encourages these referrals but fosters them as well.

3 Steps to Building a Referral Partnership Network

Why are referrals so important? You already know that referred clients tend to be your highest quality clients, but they are also the most affordable to obtain. There is no question that referrals are gold for law firms and because of this, it makes sense to invest time and money into generating a process for creating and maintaining a referral partner network.

If a firm is to be profitable, there are key metrics to consider and actions that can be taken to improve the firm’s profitability without increasing billing hours.

How Firms Can Make More Money While Doing Less Work

Today more than ever, attorneys are realizing there is more to being a lawyer than the practice of law. Firm leadership needs to run the firm like a business. The…

Attorneys time is their most important asset. It’s what they use and it’s what they bill for. Anything they can do to take that time, preserve it, and use it effectively, and furthermore bill for it, is going to go a long way in making their firm more efficient, more profitable.  

How Do You Know What to Automate At Your Law Firm?

Attorneys time is their most important asset. It’s what they use and it’s what they bill for. Anything they can do to take that time, preserve it, and use it effectively, and furthermore bill for it, is going to go a long way in making their firm more efficient, more profitable.  

For the firm manager who has never dealt with LEDES e-billing requirements, the task can feel daunting. With a basic understanding and a few tips to get your invoices approved through the audit process, your firm can accept clients who require e-billing without fear.

Everything You Need to Know About LEDES Billing

Law firms who wish to work for insurance carriers or larger companies are finding it almost impossible to do so if they are unable or unwilling to practice LEDES e-billing. For the firm manager who has never dealt with LEDES e-billing requirements, the task can feel daunting. With a basic understanding and a few tips to get your invoices approved through the audit process, your firm can accept clients who require e-billing without fear.

If your firm has decided it needs to move into another practice area, you may be wondering where to start. There are many things to consider, check out our tips to get you started!

Practice Area Expansion: Everything Your Firm Should Know

If your firm has decided it needs to move into another practice area, you may be wondering where to start. There are many things to consider, check out our tips to get you started!

What Practice Management Features Does Your Firm Need?

A practice management system creates a hub for the entire firm to find information about your cases, which makes you more efficient and allows you to give better client services, answer questions faster, and gain a better grasp of your data. But how do you decide which practice management features you need? We have your answers!

Do Law Firms Need a Software Consultant?

Should firms work directly with practice management vendors or should firms utilize practice management consultants? Ultimately, you will have to make the best decision for your firm and choose a direction that best aligns with your goals and processes, but we have some tips that can help you make that decision!

Making an exhaustive requirements list can sometimes move you in that direction, but the real goal of your list is to make sure you’re not missing any features you need.

Tips for Building a Requirements List for Your Next Legal Software

Buying legal technology can be a huge source of stress. By building out a requirements list you’ll not only be better prepared, but you will have a better sense of what your firm actually needs. This step is critical in the buying process, find out why.

Change can be hard, but without it, your firm will lack the progress and development needed to stay competitive. There are steps you can take to encourage your firm to embrace this change and mitigate the pain points that arise from such adoption. Take a look!

How to Manage Change in Your Law Firm

Change can be hard, but without it, your firm will lack the progress and development needed to stay competitive. There are steps you can take to encourage your firm to embrace this change and mitigate the pain points that arise from such adoption. Take a look!

Many firms, upon deciding it’s time to evaluate new technology, make the mistake of immediately sprinting toward a solution. Learn what important step you should be taking before you begin evaluating your legal technology options.

How to Begin Evaluating New Technology

Many firms, upon deciding it’s time to evaluate new technology, make the mistake of immediately sprinting toward a solution. Learn what important step you should be taking before you begin evaluating your legal technology options.

How do you know when it’s time to start evaluating new technology? Is there ever a bad time? And why do you need to make a change anyway?

Determining the Right Time to Evaluate New Technology

Timing is everything, right? The old adage holds true when thinking about upgrading technology. How do you know when it’s time to start evaluating new technology? Is there ever a bad time? And why do you need to make a change anyway? We have your answers.

Knowing where you should be focusing your assets (time) allows you to strategically make decisions on what cases to accept and what cases should be declined or referred out.

Law Firm Structure: Using Departments to Analyze Profitability by Practice Area and Delegate Tasks

There are multiple metrics that your firm can use to monitor and ensure financial success. One of those is how you structure your departments

Determining whether or not cloud or on-prem is right for your firm

Cost Breakdown of Cloud and On-Premise Software

There are vast differences between cloud and on-premise servers, but how do you know which one is right for your firm? We have the breakdown from cost, to characteristics, and everything in between.

The legal billing process can be a challenge for every law firm, but it doesn’t have to be. A combination of the right policies, procedures, and technology can be used to stay on top of attorney time and make the billing process efficient and accurate.

Best Legal Time & Billing Tips for Firm Managers in 2021

The legal billing process can be a challenge for every law firm, but it doesn’t have to be. A combination of the right policies, procedures, and technology can be used to stay on top of attorney time and make the billing process efficient and accurate.

In 2021, whether you realize it or not, you’re a “mobile” lawyer. The digitalization of the world we live in has made the proliferation of cellphones and on-the-go devices an undeniable part of our everyday routine.

Mobile Security 101 for Attorneys

Because of our cellphones, we can now get our work done anywhere and at any time. But this comes with a price… Mobile security is a must, especially in the legal industry and if you’re not taking the appropriate steps to ensure your client’s information is safe, you could be opening yourself up to security breaches.

So how does a firm determine the cost of their product? It isn’t as complicated as you may think. By determining the direct costs of your timekeepers (salary, payroll taxes, insurance, training, etc.) and allocating the remaining firm overhead to your timekeepers (how the overhead is allocated to differing timekeepers is another article in itself), you can determine an annual cost per timekeeper.

How to Use Cost Accounting to Determine Profitability

How does a firm determine the cost of their product? It isn’t as complicated as you may think, find out why!

Finance is all about the details and monitoring the cash coming in and the cash coming out of your firm. You don’t have to go at this alone, technology today has made it much easier to strategically plan and build out these reports the way you need them

Strategic Planning for Law Firms: Learning the Financial Basics

Every firm has its own set of goals and objectives, but not every firm knows how to reach them. Utilizing a strategic plan will help you properly analyze and allocate your resources to achieve your targets. If you’re unsure of where to begin, we can help!

What does your cash flow look like this year? How about your net income by year-end? Having a quality budget in place removes the guesswork and fear from your financial picture and ensures you end up where you want to go.

4 Steps to Help Your Firm Build a Better Budget

What does your cash flow look like this year? How about your net income by year-end? Having a quality budget in place removes the guesswork and fear from your financial picture and ensures you end up where you want to go.

6 Steps to Remote International Depositions

In this remote world we live in now, many aspects of our jobs have changed. Conducting remote international depositions is no exception. Learn what you should be aware of, the steps you should be taking, and how you can best navigate this critical part of your job in our new world.

Going to court looks different, so the processes and procedures we may have followed at one point now look a lot different. Because of this, there are some steps you should follow.

6 Tips to Manage Your Exhibits in a Virtual Courtroom

How do you manage exhibits in a virtual courtroom? Going to court today looks different. The processes and procedures we may have followed at one point have changed. Because of this, there are some steps you should follow, take a look!

Your key performance indicators will be your best friends and the figures you need in order to answer the question, “how do I track my firm’s revenue?”

6 KPIs Your Firm Should Keep Track of

In, Accounting 101 for Law Firms we discussed how when firms are asked, “How do you want to define growth?” The leading response is always through revenue.  That is great,…

Everyone handles their email inbox differently. But one thing is for certain, our inboxes today are significantly more overwhelming than they were even just a few years ago.

Email Hacks: How to Manage Your Inbox in 2021

Everyone handles their email inbox differently, but one thing is for certain, our inboxes today are significantly more overwhelming than they were even just a few years ago. Because of this, three things are significantly impacted by our time spent on email: our mood, our focus, and our to-do list. Let’s take a look at how you can better manage your inbox and your time!

Your client intake process is the first introduction PNCs have to your firm, don't take the process lightly

Building a Better Client Intake Process with 6 Steps and a Checklist

Think of your client intake process as your first impression. What would potential new clients say about you to their friends? Would they hire you on the spot? This process can be easy to overlook, but we have made it easy for you with a checklist that will keep you on track.

Today, it isn’t enough to just be an expert attorney. You need to have some business savvy too. But that doesn’t need to be a huge hurdle. By familiarizing yourself with what we discussed in this blog and ensuring that your trust accounts are set up properly and accurate, you will move your firm from the static stage to the growth stage.

Accounting 101 for Law Firms

Today, it isn’t enough to just be an expert attorney. You need to have some business savvy too. But that doesn’t need to be a huge hurdle. By familiarizing yourself with our accounting tips and tricks.

There are so many communication tools out there to improve this process, but if you do not know how to use them you will not only be creating inefficiencies for yourself, but you will be losing billable hours too.

Business Development 101: Online Communication Strategies to Increase Your Billable Hours

There are so many communication tools that work to improve your business development process, but if you do not know how to use them you will not only be creating inefficiencies for your firm, but you will also be losing billable hours too.

In late December 2020, Congress approved an additional COVID-19 relief package as part of the Consolidated Appropriations Act, 2021. Included in the $900 billion aid package is funding intended to provide a second round of relief for small businesses that are still struggling in the wake of the worldwide pandemic.

PPP2 for Law Firms: How to Qualify and Apply

In late December 2020, Congress approved an additional COVID-19 relief package as part of the Consolidated Appropriations Act, 2021. Included in the $900 billion aid package is funding intended to...

Lawyers are spread thin, and a lot of time is spent on laboring tasks and not as many billable tasks.

Don’t Make the Same Mistakes: What Makes a Great Law Firm in 2021?

On average, attorneys only bill 2.3 hours of their day, while they spend 30% of their time on business development. Intake process is critical, but without an effective process, you’re losing money. It’s as simple as that.

Take a look at how you can use your online web presence to protect and gain referrals

Reviews & Millennials Part 2: Using Insights to Reduce Friction

Take a look take a look at how you can use your online web presence to protect and gain referrals, how you can utilize the power that is Google, and how to begin thinking about social media as a point of leverage not a pain point.

Having hands-on resources for your law firm’s needs will undoubtedly create more meaningful research that drives cases forward.

Best Legal Research Tools in 2021 for Your Law Firm

Having hands-on resources for your law firm’s needs will undoubtedly create more meaningful research that drives cases forward. This has been a game-changer for smaller firms who once had to shell out huge expenses for legal research software. Check out what you could be missing!

91% of people between the ages of 18-36 (cough millennials), trust strangers reviews online as much as personal recommendations, and 93% of those consumers say that online reviews influenced their purchase decisions.

Reviews & Millennials Part 1: How Your Online Presence Can Make or Break Your Firm

8 out of 10 millennials will not buy anything without reading a review first and 77% trust reviews they read on brand websites. So what’s the takeaway here? Reviews are crucial, learn why.

In 2020 the IRS released form 1099-NEC, a new form which will change the way 1099-MISC reporting has been handled for years.

Changes to 1099 Forms You Need to Know for 2020

This year, the IRS released form 1099-NEC, a new form that will change the way 1099-MISC reporting has been handled for years. Do you know what they are? Is your firm ready to handle them? If not, we’ve got your back, take a look at everything you might be missing!

For many firms, accounting is a huge pain point. It’s time-consuming and tedious, but it’s crucial to any business’s operations.

It’s Time to Smooth Out Your Year-End Closing Process

For many firms, accounting is a huge pain point. It’s time-consuming and tedious, but it’s also crucial. Because of this, we have tried to make the process as easy as possible for you by compiling a list that includes some basic, monthly procedures that your firm may find useful. 

According to the American Bar Association, nearly a quarter of all legal malpractice claims are based on lawyers procrastinating or failing to calendar.

Calendaring Part 2: Beating Missed Deadlines and Breaking Bad Habits

According to the American Bar Association, nearly a quarter of all legal malpractice claims are based on lawyers procrastinating or failing to calendar. Don’t let this be you! Learn what you can do to ensure your firm is staying efficient and meeting deadlines.

Attempting to collect on unpaid invoices is not a fruitless endeavor, no matter how aged the invoice is. Let’s look over a few quick tips to point you in the right direction.

End the Write-Off: Collection Strategies to Close Out the Year

Attempting to collect on unpaid invoices is not a fruitless endeavor, no matter how aged the invoice is. Let’s look over a few quick tips to point you in the right direction.

Calendaring seems so simple and trivial, but there is nothing more critical to your day-to-day operations than an accurate and up-to-date calendar.

Calendaring Best Practices: Seems Simple, but Is It?

Calendaring seems so simple and trivial, but there is nothing more critical to your day-to-day operations than an accurate and up-to-date calendar. Check out some calendaring best practices and learn how your firm can establish a successful workflow.

Your firms security is everything and third-party vendors are not always the most secure

Data Security Risks of Third-Party Vendors

Cloud software is really enticing, but make sure you know where your third-party vendors are storing your data. Learn why it’s way more important than you may think.

Your billing process must run efficiently in order to be profitable

6 Billing Features Your Firm Needs

If your firm lacks the necessary legal billing processes, your practice won’t be sustainable. Proper client billing is not a one size fits all approach – learn what you must do to create a system that allows you to be flexible and profitable.