Centerbase | Features | Client Experience

Give your clients the prime customer experience

Tools to provide client centered experiences, improve intake processes, and get more referrals. Because “good for the firm” should also mean “good for the client”.


24/7 client portal

All day, every day access to important documents, deadlines, and bills

Improve communication

Speed up communication with your clients and keep everyone on the same page

Streamline intake management

Increase your client conversion rate by automating the intake process

Secure Client Portal

A dedicated place for you to securely share documents, calendar appointments, and send bills with your clients — all customized with your brand to present a polished experience.

24/7 client access to view, pay, and download bills without having to contact your billing team.

Create a place for clients to view, share and upload documents in a secure environment.

Keep the casework rolling by sharing or sending matter deadlines, appointments and tasks with clients

Communicate with clients more directly

Client text-messaging

Text with your clients from the Centerbase mobile app or web app.

Take Control of Your Privacy

Communicate with clients without giving out your personal phone number. Centerbase provides you with a dedicated private line, so you can keep your professional and personal life separate.

Conversation tracking

Track conversations with your clients directly on their matter so you can reference it any time.

Streamline your client intake

Customize Centerbase to match your prospective client management and new client onboarding process.

Custom contact forms

New contact information is automatically populated in Centerbase as soon as a new prospect submits the form.

Marketing attribution

Keep track of where prospective clients come from and your marketing spend ROI.

Comprehensive conflict checks

Customize the conflict check report to only include information that’s important to your firm on conflict checks.

Automated intake workflows

Automate your intake process—from emails, to generating documents to scheduling tasks for members of your staff.

Get Started Today

    Have questions? Call (214) 295-5400 or email
    Our team of product specialists is available Monday to Friday from 8:30 a.m. to 5:30 p.m. CT.