Gain Efficiency & Accuracy With Automated Workflows
Gain efficiency. Reduce human error. And have more time for prioritized projects. Only with Centerbase’s Automated Workflows personalized to your firm.
Save hours per week with Automated Workflows
Spend more time on your highest priority tasks. Instead of manually completing repetitive work like pre-billing and client intake, let Automated Workflows do it for you.
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Gain efficiency
Automate your essential tasks like pre-billing, document generation, and more with Automated Workflows personalized to your firm.
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Reduce human error
With fewer manual touch points on essential tasks, your risk for human error is greatly reduced.
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More time for billable time
With your gained efficiency, you get more time back to focus on the high-value aspects of your role.
Auto-intake clients before they search for new counsel
Automatically intake new clients. Auto-populate their information into Centerbase. Perform a system-wide conflict check. Then personalize your workflow to open a matter, set appointments, and more. So you can meet clients’ modern expectations - and gain their business - faster than ever.
Automatically move pre-bills through the approval chain
Make pre-billing efficient for everyone in your firm. Use Automated Workflows and the ePre-bill premium feature to track all inline edits. Then automatically move pre-bills through the approval chain. So you waste less time and paper - and gain more accuracy.
Automatically open, close, & update matters
Save time when it comes to essential matter functions. Personalize Automated Workflows to open, close, and update matters with new client information.
Automatically generate documents
Let Automated Workflows do the document drafting for you. Personalize Automated Workflows to generate documents for specific instances you set.
More Automated Workflows Features
Automatically send bill reminders
Improve your cash flow with auto-bill reminders. Automatically notify your clients if their bills are left unpaid at 30, 60, or 90 days past due. So you can save time by skipping manual unpaid bill calculations.
Automatically send emails
Personalize your workflow to automatically send emails for specific instances. Whether it’s matter open, close, overdue bills, or more, Automated Workflows sends notification emails directly to your clients.
Automatically send bill reminders
Improve your cash flow with auto-bill reminders. Automatically notify your clients if their bills are left unpaid at 30, 60, or 90 days past due. So you can save time by skipping manual unpaid bill calculations.
Automatically send emails
Personalize your workflow to automatically send emails for specific instances. Whether it’s matter open, close, overdue bills, or more, Automated Workflows sends notification emails directly to your clients.
Frequently Asked Questions
Are Automated Workflows personalized to my firm?
Yes, we help personalize workflows to your firm’s specific needs. You already know the way you work - we help automate it.
Can workflows automatically set appointments for me?
Yes! You can create workflows that automatically set appointments based on certain triggers.
Can I set multiple workflows for one client?
Yes! You can have multiple workflows at the client, matter, or system wide level.
Can I have my workflows automatically open and close matters for me?
Yes, you can set workflows to automatically open and close matters based on certain criteria you decide.
TESTIMONIALS
"Thanks to our investment in cutting-edge technology and nimble workflow processes, we were able to transition to primarily remote work within one business day and with no interruptions to client service.”
Brian Winterfeldt
Founder and Principal Winterfeldt IP Group
"We love the ePre-bill process. We have 4 different offices, a ton of attorneys, and a ton of clients. So we were doing everything by hand and by printed paper. And most attorneys had 300+ pages a month that they were reviewing of a printed-out invoice. Our default was mail only. And that completely switched during the pandemic. So, everything for us is now electronic. We really like being able to email invoices with a click."
Aimee Gannon
Operations Manager Gonser & Gonser, PA
”Part of the reason why we adopted the ePre-bill approval process was so we could incorporate workflows into it. We’ve always approved our pre-bills electronically, but we had no easy way to monitor how much the attorneys were discounting until after the fact. Now, the workflow uses several parameters to determine the level of discounting and will route any bills that exceed our thresholds to the partners for their review. This has basically eliminated the problem. It was a huge giveaway. And now the firm's significantly benefiting from the new process. “
David Holl
Firm Operations Manager McKean Smith
"Our attorneys can review their pre-bills electronically, and we can send them out with a click of a button. Most certainly that has definitely changed and helped our most valuable asset which are our attorneys since they are of course the highest billers of the firm. And it's really given them back time."
Aimee Gannon
Operations Manager Gonser & Gonser, PA
“[Automated Workflows and ePre-bill] cuts down on a lot of time, and admin time. Specifically, entering changes that people wrote in red pen on a piece of paper. That saved us a ton of time.”
Izzy Guerra
Director of Technology and Strategic Project Harris Family Law
"[ePre-bill] made it easier to get paid on the work we're doing."
Aimee Gannon
Operations Manager Gonser & Gonser, PA
You already know your workflows. We help automate them.
From the beginning of the client lifecycle to the end, Automated Workflows save you brainpower, time, and user error.
