FEATURE TYPE 
CRM

Service Your Clients With Maximum Efficiency

Empower your departments to service clients from one central place. With billing settings, rate tables, conflict checks, and more, you can service every client with maximum efficiency.

Easily manage every client in one place

Make it easy to keep tabs on all of your clients. With client-level settings and actions, you can service your clients without ever leaving the client page.
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Find client information without department bottlenecks

Stop slowing down your workflow with bottlenecked client data. Empower your staff to find the information they need in one central place - on the client page.
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Client-level settings take the guesswork out of billing cycles

Stop trying to remember individual client settings on your own. Set billing arrangements, rates, accounting, etc. preferences at the client-level that are auto-applied with every client action.
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Personalize your client fields and layouts

Stop settling for cookie-cutter client page layouts that don’t give you the data you need. Get unlimited custom fields that are relevant to your practice and fit the way you work.

Automatically update client data with Automated Workflows

You need an easy way to update multiple clients’ data. Instead of doing it manually, use Automated Workflows to update billing and contact information.

Track finances at the client-level

Meet client expectations by keeping track of their accounts. Instead of guesstimating their spend, view client-ledgers without leaving the client page.

Keep everything related to a client on the client page

When a client unexpectedly calls, you need to quickly find their data. Instead of looking in multiple places, easily find any related records such as parties, texts, bills, transfers, deposits, documents, credits, refunds, checks, etc. on the client page. So you have client data at your fingertips - at all times.

Complete essential tasks without leaving the client page

Sometimes you need an easy way to update one client without touching every client at the same time. Instead always having to perform actions en masse, complete essential tasks for individual clients like conflict checking, billing, document drafting and merging, and emailing.

More CRM Features

Frequently Asked Questions

What information is all kept on the client page?
Parties
Keep the contact information for everyone related to a client in one place.

Deadlines
Keep up with upcoming client and matter deadlines.

Tasks
Track, assign, and complete tasks for your clients.

Emails
Tag all emails to clients, so you’re no longer searching your inbox.

Calls
Track the outcome of calls.

Notes
One central place to track any notes about your clients.

Documents
Store all documents related to your clients.

Meetings
Track all past and future meetings.
Can I have clients automatically created?
Yes! Build your case flow directly into Centerbase. Our system can automatically create client pages and update them for you.
How many personalized client page fields do I get?
You get unlimited personalized fields in Centerbase.

TESTIMONIALS

“Some of our clients have unique needs that Centerbase may not have been able to accommodate right out of the box, but between our account manager and their design team, we have been able to satisfy those requests.”
Donna Smith
Firm Administrator
Holtzman Vogel
“Centerbase is user friendly, and it’s easy to navigate. The email bill function is easy, and we can always go back to check all the details in their separate matters.”
Tannia
Accounts Manager
Kalijarvi, Chuzi, Newman & Fitch, PC
“We have grown so much that it allows me to stay on top of billing. What once took an entire month, I can now go from start to finish by the 20th of the month. A feat not possible with Harvest, the software Centerbase replaced.”
Donna Smith
Firm Administrator
Holtzman Vogel
"Centerbase has absolutely improved our ability to generate invoices and get paid quickly for our accounts. It gives back that valuable resource to our employees which is time since all of our work is billable time."
Aimee Gannon
Operations Manager
Gonser & Gonser, PA
“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
“I would definitely recommend Centerbase to another firm that was looking for a cloud-based solution.”
Eve Kramer
Firm Administrator

High-performing firms rely on Centerbase’s client management

Service your clients the way high-performing firms do. With efficiency and total accuracy.
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