FEATURE TYPE 
Advanced Reporting

Optimize Your Growth With Advanced Legal Reporting Software

Optimize and gain visibility into your firm’s growth and profitability with adaptive and real-time legal reporting software. Make data-driven business decisions that improve your bottom line and support strategic growth.

Holistic and insightful reports that support strategic decision making

Confidently analyze and forecast for your firm with easy-to-build reports that deliver the comprehensive data you need to drive your firm's growth. Our legal reporting software provides the insights you need, when you need them, all within your practice management system.
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Grow your firm with exact data - not guesstimates

Because our legal reporting software is built into Centerbase, it already knows your data. When you run a report, the information is accurate and updated in real time, helping you make strategic decisions that support your firm's profitability and growth.
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You have the autonomy to build the reports you need

With an interface similar to Excel, you can intuitively build reports without tech-support bottlenecks. Deliver fast, accurate answers to partners and shareholders when they need critical business insights.
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Report on any data that’s custom to your firm

Centerbase gives you unlimited custom data fields, allowing you to report on any metrics your firm needs. No data point is off-limits with our Advanced Reporting software, giving you complete visibility into your firm's performance.

View reports in three different ways

Create basic reports in seconds with frequently used data fields using the Express View. Similar to creating pivot tables in Excel, you can also create complex reports in minutes with unlimited data fields using the Advanced View. Get customizable widgets that provide an at-a-glance view of multiple reports in one place with the Dashboard View.

Deliver the right insights to the right people

Ensure every team member—from managing partners to support staff—has access to the specific data they need. With built-in role-based permissions, Centerbase lets you control who sees what, helping maintain data security while promoting accountability and smarter, faster decision-making across your firm.

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Frequently Asked Questions

Are there reporting templates I can use?
Yes, there are multiple pre-built reports (like 1099 Tax Reports) ready as soon as you log into Centerbase. These report templates analyze data such as:

Billing
Quickly generate reports to understand what receivables are due to be collected, identify high revenue clients, and month-to-date payments.

Accounting
Run segmented P&L reports by location, practice area or partner to quickly understand where money is being made or lost. Generate comparative reports to analyze performance against prior periods.

Budgeting
Quickly build general ledger budgets to identify trends, timekeeper budgets to hit more targets, and matter budgets to keep clients satisfied.

Productivity
Drill into how your staff uses their time. See how much billable time has been entered in any date range, and the difference between worked and billed hours.

Compensation: Production
Run reports that match your firm’s compensation model with stock reports or tools to create custom reports, eliminating spreadsheet-based compensation calculations.

Compensation: Origination
Calculate compensation for one or multiple attorneys for new opportunities they’ve brought to the firm. Set up origination tables based on effective date ranges if compensation changes over time.
What makes a good legal reporting software?
Good legal reporting software offers real-time data access, customizable report building without technical expertise, unlimited custom data fields, and multiple viewing options. It should integrate seamlessly with your practice management system, provide pre-built templates, support role-based permissions, and enable easy data export while delivering actionable insights for strategic growth.
Can legal reporting software help improve law firm profitability?
Yes, legal reporting software directly impacts profitability by providing real-time insights into financial performance, identifying high-revenue clients, tracking billable hours, analyzing practice area profitability, and supporting data-driven compensation models. These capabilities enable firms to make strategic decisions based on exact data rather than estimates.
Can I report on and secure custom data fields?
Centerbase's Advanced Reporting is designed specifically for unlimited custom data fields, allowing you to track metrics that matter most to your firm. With our role- and record-based permissions, you can easily limit reporting visibility to protect sensitive financial and performance data while ensuring authorized users can access necessary insights.
What types of reports can I export from legal reporting software?
You can generate and export comprehensive reports across billing, accounting, budgeting, productivity, and compensation areas with one click. This includes receivables reports, segmented P&L analysis, timekeeper metrics, origination calculations, and custom reports using firm-specific data fields—all shareable across your firm or other applications.

TESTIMONIALS

“Centerbase is more user-friendly, and I have more control of customizing and creating reports.”
Kim Edwards
Director of Operations and Paralegal
Allison & Mosby-Scott
“To me, it made more sense to go with something that was more flexible and customizable.”
David Holl
Business Operations Manager
McKean Smith
“Accessing facts and providing details is a vital factor for accurate reporting. Centerbase has automated many functions that previously were generated manually. We have access to queries and or reports that have shaved off days & weeks from our time - previously unavailable in our old software.”
Donna Smith
Firm Administrator
Holtzman Vogel
“In my area, we do a lot of evergreen retainers. And so, one of the things that was a real deciding factor for me in choosing a product was how well it handled that. So, things like being able to handle multiple retainers on one matter. And when you run bills, being able to tell it whether or not to automatically apply the retainer payment. Some products don't do that, so you have to manually apply it for every single invoice. There is also a really amazing report for Trusts, WIP and AR that I love.”
Christine Giles
Office Administrator
Bollier Ciccone, LLP

More visibility into your data than ever before.

Run reports to analyze your data. Then optimize every aspect of your firm with your learnings.
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