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

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.

Matter specific phone numbers

Client specific phone numbers that free you from giving out your personal phone number to communicate with clients.

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.

See how firms use Centerbase to delight clients and get more referrals.

“We email our invoices out directly from Centerbase and it has cut days off of the time getting our invoices to our clients.”

Howard Lenett
Operations Manager, Barron & Newburger, P.C.

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