Clio is a great start, but midsize firms outgrow it fast. Centerbase gives you everything Clio can’t: advanced billing, native accounting, and time capture that works the way attorneys actually work.
Purpose-built for midsize firms Real reporting, real profitability insights Trust & compliance built right in
How Centerbase Compares to Clio
Clio
All-in-One Cloud Platform
Native Trust & Firm Accounting
❌
(Requires QuickBooks)
Automated Time Capture (Patented)
❌
ePre-Bill Editing & Approval
❌
Custom Reporting & Profitability Dashboards
Limited
Embedded Payments + AR Workflow
(Via Clio Payments)
Workflow Automation & Task Triggers
Limited
Designed for Midsize Firms
❌
(SMB
Focused)
Why Firms Leave SurePoint
❌ Entry-level reporting that can’t scale ❌ Lacks native accounting = data silos ❌ Too basic for complex billing workflows
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Get a personalized demo specific to your firms needs
Centerbase seamlessly integrates with the apps you use every day
“The email bill function is amazing. I figured out how to format the subject line and body of the email and our clients love it. This used to take us multiple days, and now it takes 10 minutes.”
“We wanted to customize things. And we were limited in doing that in Abacus. So that was a huge asset that Centerbase had. That was one of the big-ticket items that swayed us to choose Centerbase .”
“Centerbase is user friendly, and it’s easy to navigate. The email bill function is easy, and we can always go back to check all the details in their separate matters.”
"We email our invoices out directly from Centerbase and it has cut days off of the time getting our invoices to our clients."