New Document Management

Simplify your Centerbase experience with comprehensive document processes that support time capture, automation, and are interconnected with your matters, clients, and more.
Benefits of New Document Management

You have been auto-enrolled to attend our Document Management Overview & Training Webinar on Tuesday, April 30th at 2:00PM CDT!

If you cannot attend during the scheduled time, you will automatically receive the webinar recording.

Explore the benefits of New Document Management

view Document Management & Microsoft Resources

Questions? Submit a support ticket letting us know

No. We are continuously enhancing our platform to provide you with optimal practice management functionality at no added cost to you.

Yes. Microsoft Office 365 and SharePoint will be a requirement of using Centerbase going forward and is the foundation of a secure platform.

Microsoft 365 Business Standard, Business Premium, or Enterprise license is recommended. Microsoft 365 Business Basic license is compatible but only includes the web and mobile versions of Word, Excel, PowerPoint, and Outlook, not the desktop versions.

You will have access to this recorded webinar, quarterly Document Management training webinars, live 1:1 training, and other training resources to ensure your confidence when navigating the new Document Management Solution. You can access and request all training materials via the Support Hub and Centerbase Community