Several years ago, the attorneys and staff at Hofheimer Family Law, a Virginia Beach, Virginia-based family law firm that represents women-only in divorce, custody, and support cases, came together to decide their current technology stack was not meeting their firm’s needs.
Previously, firm members had to look in one system for calendar appointments, one place for accounting, and another system for the general ledger, which the team realized was not the most efficient approach to practice management solutions and running the firm.
At the time, the team made the decision to wait until the cloud-based practice management software market matured to the point there was a product available that met the firm’s list of requirements. Finally, in November 2019, Hofheimer Family Law was introduced to Centerbase and never looked back.
Though right out of the box, Centerbase didn’t necessarily meet every one of the firm’s needs, the Centerbase team was willing to work with them to meet those requirements, which was the push the Hofheimer team needed to become a Centerbase client.
“It’s nice to know that Centerbase listens to a single firm, understands their challenges, and makes solutions happen,” said Rob Sadler, Hofheimer’s Firm Administrator.
Having a successful data migration was imperative for the firm’s success. Shortly after 20 years’ worth of accumulated practice management, time, billing, and accounting data were migrated successfully into Centerbase, the early days of the COVID-19 pandemic hit.
Thanks to the ease of the data migration and introduction to Centerbase, members of the Hofheimer team were able to transition smoothly to a remote work environment, enabling their attorneys and professional staff alike to continue with uninterrupted client service and firm operations from home.
It’s nice to know that Centerbase listens to a single firm, understands their challenges, and makes solutions happen.
Sheera Herrell, Managing Partner
“Centerbase is seamless, from home to office,” says Sheera Herrell, the firm’s Managing Partner.
Thanks to Centerbase’s desktop and mobile app versions, timekeepers can track their time at the courthouse, in the car, or in the office.
Hofheimer’s attorneys note that time tracking is user-friendly wherever you are and that the Automated Time Capture feature is especially handy if working remotely. As a result, more hours are being tracked, leading to seamless and more accurate firm billing.
However, the real winning feature of Centerbase, according to Herrell, is Secure Chat.
“There is a heavy value from non-responsive clients,” says Herrell. “We often run into clients who won’t answer phone calls but will respond to texts. With Secure Chat, our attorneys don’t have to use their personal cell phone numbers to interact with clients.”
With Secure Chat, these interactions are preserved in Centerbase as a system of record, which is great for cross-collaboration on matters, enabling any user at the firm to go back and reference the client interaction for the most up to date information on the case.
Centerbase’s unique practice management features help Hofheimer communicate effectively and thanks to the client portal, it’s easier than ever for their attorneys to share readily available information with clients.
The (entire) team at Centerbase is great to work with across the board. From development to support, the client-facing teams are fantastic whether you’re picking up the phone, putting in a ticket, or working with the greater Centerbase community to see if others have had the same issues or ideas.
Rob Sadler, Firm Administrator
“Centerbase makes it fun and easy to do everything I do every day,” says Sadler.
Thanks to Centerbase’s reporting capabilities, Sadler has transformed how he manages the firm.
During the search for a new practice management solution, Sadler and his team utilized a third-party consultant and received the feedback that Centerbase was the best in the industry at listening to client needs and coming up with viable solutions and workarounds within the software.
“The (entire) team at Centerbase is great to work with across the board. From development to support, the client-facing teams are fantastic whether you’re picking up the phone, putting in a ticket, or working with the greater Centerbase community to see if others have had the same issues or ideas,” Sadler says.
Now, thanks to Centerbase’s dashboards, Sadler is no longer waiting until month-end to have access to the information he needs. Instead, with the help of both dashboards and reporting features, the firm has access to real-time information at a glance. These capabilities, according to Sadler, shifted his perspective on how he views law firm dashboards and reporting, and have streamlined the way he runs firm operations.
“All of the information we need is right at our fingertips; we are able to access client accounts and trust account balances instantly, which is very helpful as trials and settlements get closer.”
We’re saving time and paper while gaining time and revenue, all thanks to Centerbase.
Jamie Mesta, Controller
As Hofheimer’s Controller, Jamie Mesta handles all of the firm’s finances.
“All of the money that comes in and out goes through me and it is easier than ever to do my job thanks to Centerbase,” she says.
With Centerbase’s electronic pre-bill feature, Mesta saves six hours a month that she otherwise would have spent creating bills manually.
According to Mesta, the pre-bill feature has revolutionized how Hofheimer’s attorneys and paralegals handle the billing process.
Now, both timekeeping and reviewing bills take less time and are easier for professionals to accomplish. The firm does not utilize timesheets anymore and is capturing more time than ever. That time is money, according to Mesta.
An added bonus? The firm now saves several trees a year since moving to Centerbase.
“We’re saving time and paper while gaining time and revenue, all thanks to Centerbase,” Mesta said.