A More Powerful Clio Alternative
See why firms that outgrow Clio are making the switch to Centerbase.
BILLING
Does your firm offer a wide range of billing arrangements? We’ve got ’em. Clio doesn’t.
Billing Arrangements
No two clients are the same. We understand the importance of having flexible billing arrangements, Clio doesn’t.
Payment Allocations
Unless you bill hourly, Clio can’t properly allocate payments to timekeepers. But don’t worry, no matter how you bill, we make the process efficient, accurate, and reliable.
Retainer Replenlishments and Reminders
Asking your clients for retainer replenishments or sending out reminder bills should be part of your normal billing process. Not in Clio. You’ll have to do extra work to get what you need.
eBilling (LEDES)
In Centerbase we let you build multiple eBilling layouts so you’ll never have to manually edit a bill before sending it out. Clio’s eBilling features are barebones, which means if that’s the majority of your business, you’re in for a struggle.
ACCOUNTING
Keep track of every dollar moving in and out of your firm with fully integrated Business and Trust Accounting
Eliminate Data Syncing
We offer fully integrated business and trust accounting. This is huge because with Clio it is necessary to maintain a separate accounting program such as Xero or Quickbooks in order to handle all accounting functions. Having a separate accounting program can cause errors with syncing between the two programs. With Centerbase’s integrated accounting, not only will you eliminate those syncing errors, but you will also save time by ending the necessity of entering billable vendor invoices in two systems.
Ensure Compliance
Our integrated billing and accounting software reduces clicks and ensures compliance.
Bank Reconciliation and Credit Card Bill Backs
Clio won’t allow you to reconcile and bill back credit card charges. But don’t sweat it, Centerbase has your back.
Accounting and Reporting
To seal the deal, we let you departmentalize your accounting and reporting, a feature that Clio doesn’t have at all.
REPORTING
Adaptive, real-time reporting tools to match the way you analyze data so you can create powerful, easy to understand reports
Custom Reports
Create beautiful, custom reports to answer even your most complex questions. Report on virtually any metric from Centerbase like matters, bills, rates, WIP, receivables, expenses, and more.
Make Informed Business Decisions
With everything under one roof, Centerbase makes it easy for larger firms to access the integrated datasets they need to make data-driven decisions faster.
Granular Permissions
It only makes sense that as your firm grows, your reporting requirements will grow too. Centerbase allows you to set granular permissions for specific users, providing different levels of access to your staff. Clio’s report center is all or nothing.
“Centerbase’s reporting tools are ultimately what finalized our decision to move from Clio. The functionality of their custom fields is incredibly useful. Whether I’m building a report on our financials or matter information, I can choose which fields and data to include and which to filter out in order to drill into what I’m looking for. This allows us to make better business decisions for the firm.”
Frank Lacquaniti
Partner, Arias Bosinger
28 user firm
TIMEKEEPING
Let Centerbase capture and enter the time you spend working with your clients for you, automatically
Capture Time Automatically
Centerbase is the only software that lets you automatically capture and track calls, texts, and appointments as time entries. We want to help you get on with your day, not waste it.
Private Centerbase Phone Number
Never give out your personal number again. With Centerbase, you’ll have your own private number to communicate with your clients when you want, how you want.
Updating Rates by Client
Centerbase doesn’t make you update all your rates client-by-client. Clio does. We let you assign rate tables and input effective date ranges.
Time Entries
Larger firms need the ability to merge, hold, or approve time entries. We make it easy for you to decide who sees what information and who doesn’t.
MATTER MANAGEMENT
Every matter detail, all in one simple dashboard
Specific Matter Layouts
Set specific matter layouts for every matter, practice area, or user in Centerbase. Clio confines you to one form with limited custom fields.
Matter Visibility
Instant visibility into all matter communications and activities including texts, emails, calls, financials, and documents. If you need to track other new related records, you can create that record type as you see fit.
Automated Workflows
Centerbase has a complete workflow engine so you can automate all the administrative work on a matter. Let Centerbase take care of the backend work, so you can focus on the front end.
CALENDARING
Plan, manage, and organize your team so you can focus on driving revenue and keeping your clients happy
Firm-Wide Calendar
We know it’s important to see everything that’s happening at your firm. Our firm-wide calendaring makes that possible.
Robust Saved Filters
Filter your firm-wide calendar by practice area, attorneys, and more. Save your filters for quick access later without missing a beat.
Unlimited Email and Notification Reminders
With unlimited email and notification reminders, you can rest easy knowing you’re always on top of your workload.
DOCUMENT MANAGEMENT
Manage unlimited documents and emails in Centerbase
Map Documents to Your Hard Drive
Work the way you want with Centerbase’s mapped drive capabilities. If you were wondering, Clio doesn’t offer this.
Robust NetDocuments Integration
Our NetDocuments integration is unmatched. When you open a client matter in Centerbase, it automatically opens a workspace in NetDocuments right inside the matter.
Microsoft Word/Outlook Plugin
Open and save documents saved in Centerbase from within Microsoft Word, and create time entries as you work without clicking out of your document. And don’t worry, we have Outlook plugins to record time from emails too.
SECURE CLIENT PORTAL
Centerbase offers unmatched tools and resources to arm your firm with a greater client-centered experience and a seamless intake process
Share Calendar Appointments
Never leave your clients in the dark again. With Centerbase, you can give your clients the insight they’re looking for by sharing your appointments and deadlines.
Website Form Integration
Expedite your data collection by linking your website forms directly into Centerbase. Eliminate the double entry or document downloads by seamlessly viewing new intake directly in the software you’re already using.
Marketing Attribution
With Centerbase you can track revenue based on referral sources. Your time is valuable, and you shouldn’t have to waste it because your software makes you manually keep tabs on where you allocate the money you owe.
Seamless Clio data conversions/migrations in less than a week
Our team of dedicated implementation specialists work with you to ensure the transition from Clio is as seamless as possible, converting as much historical data as possible in less than a week.
Matters
Bills
Billing Entries
Contacts
Payments
Notes
Related Parties
Calendar Events
Get Started With a Product Tour
At the end of the day, what Centerbase provides you with is the ability to customize what you want and be agile where you need to be. Our job is to make yours easier. It’s this simple: Clio defines flexibility as locking you into their structure. At Centerbase, we work the way you need. No questions asked.
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