Client Training Webinars

Each week we will be providing live training and Q&A sessions for all Centerbase clients. Be sure to register ahead of time and we’ll send a calendar invite right to your inbox!

Thursday, January 14th 2:00 p.m. CT

8.2 Release Training Option 2

The newest version of Centerbase 8.2 is now live on all Centerbase sites! In this training, we will cover all of the new enhancements and features included in the release.

register now
Thursday, January 21st 2:00 p.m. CT

Centerbase Mobile App + Automated Time Capture

This training will cover all features that are available to you in the Centerbase mobile app as well as how to capture additional billable hours you may be missing out on with Automated Time Capture.

Key Takeaways:

  1. How to quickly view important matter details in the mobile app
  2. Customization options in the mobile app dashboard
  3. How to automatically add calls/texts/emails as billable event
  4. Entering time on the go
register now
Thursday, January 28th 2:00 p.m. CT

Word & Email Templates

In this training webinar, we cover how to create a document template in Word and how to setup an email template inside of your Centerbase Admin Tool.

Key Takeaways:

  1. Tips and best practices for creating document merges in Microsoft Word
  2. How to set up templates in the Windows Admin Tool
  3. How to mass email out of Centerbase using templates from the Admin Tool
register now
Thursday, February 4th 2:00 p.m. CT

Centerbase Outlook & Word Plug-ins

In this training, you’ll learn how you can leverage the power of Office 365 + Centerbase to help your firm operate more efficiently using tools you’re already familiar with.

Key Takeaways:

  1. How to download and install Centerbase Plug-ins for O-365 products
  2. Features in Mac vs Windows machines
  3. Best practices for getting the most out of the Centerbase for O-365 plugins
register now