FEATURE TYPE 
Document Management

Legal Document Management Software

Accelerate your firm’s productivity through document management automation, which enables seamless matter management and time capture within your modern legal practice management platform.

Create, share, and store documents with native, comprehensive Document Management

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Enhance productivity with document creation and organization automation

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Capture more time with flexible and automatic timekeeping options

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Drive successful user adoption with intuitive & familiar document management

A single, simplified experience

Your documents, folders, and metrics are fully integrated within your matter management, timekeeping, and more. Request and attach eSignatures from your matters, use Optical Character Recognition (OCR) to perform global searches and conflict checks, and manage document workspaces without leaving Centerbase.

Automate your document processes

Automatically save and generate documents with Automated Workflows, auto-fill document templates with matter and client data, and automatically save emails to workspaces. Even create standard folder structures to be populated upon matter creation.

Turn activities into billable hours

Automatically record your time when using Word and Outlook via Automated Time Capture (premium feature). Or use our universal timer to manually capture time at any point of your document management processes.

More Document Management Features

Management Software

Discover how Centerbase’s automated document management transforms your firm's document workflows.

Automated Document Handling

Stop the madness, eliminate the mess, and do more. Our platform automatically organizes and stores any legal documents associated with your workflows to allow your team to focus on the case and not manual filing or data entry.

Advanced Search Capabilities (OCR)

Finding the right document shouldn’t be a hunt. With Centerbase’s OCR technology, search through every word in your documents and locate exactly what you need, when you need it.

eSignature Integration

Seal deals faster by requesting eSignatures directly within your documents. Centerbase integrates this functionality smoothly and allows your clients to sign electronically without leaving the platform.

Secure Data Management

Protect your firm’s sensitive information with strong security features. Our automated document management software employs role-based permissions and data encryption so that only authorized personnel can access critical documents.

Management Software

Discover how Centerbase’s automated document management transforms your firm's document workflows.

Automated Document Handling

Stop the madness, eliminate the mess, and do more. Our platform automatically organizes and stores any legal documents associated with your workflows to allow your team to focus on the case and not manual filing or data entry.

Advanced Search Capabilities (OCR)

Finding the right document shouldn’t be a hunt. With Centerbase’s OCR technology, search through every word in your documents and locate exactly what you need, when you need it.

eSignature Integration

Seal deals faster by requesting eSignatures directly within your documents. Centerbase integrates this functionality smoothly and allows your clients to sign electronically without leaving the platform.

Secure Data Management

Protect your firm’s sensitive information with strong security features. Our automated document management software employs role-based permissions and data encryption so that only authorized personnel can access critical documents.

Frequently Asked Questions

Is Document Management included in a Centerbase subscription?
Yes, all Centerbase subscriptions include Document Management! From organizing files to integrating with matter workflows, your firm has access to comprehensive document tools right from the start.
How much document storage will I receive?
Your firm’s important documents are valuable assets. We know that one of these documents could be crucial to your firm’s success in defending a client at any moment. The document storage in our client file management software begins at 1TB per firm + 10G per user. This ample space ensures your growing library of case files and important documents is securely housed and easily accessible.
Do you have an integration with iManage?
Yes, with Centerbase as your firm’s central hub, your iManage account automatically populates practice-area specific folder structures once you open a matter within Centerbase. This integration ensures that all your documents are well-organized, reduces manual setup time, and enhances collaboration across different departments. Plus, real-time synchronization guarantees that any changes in iManage are instantly reflected within Centerbase, giving your team up-to-date information.
Do you have an integration with NetDocuments?
Yes, your NetDocuments account is embedded inside Centerbase. So opening a client matter in Centerbase automatically opens a workspace in NetDocuments right inside the matter. This integration allows easy access to your documents, enhanced security features, and better collaboration. Users can easily manage, share, and store files without switching between platforms, which streamlines their workflow and improves overall productivity.

TESTIMONIALS

“The system just feels so user-friendly that it feels like I've known how to operate in it for so long."
Aimee Gannon
Operations Manager
Gonser & Gonser, PA
“We wanted to customize things. And we were limited in doing that in Abacus. So that was a huge asset that Centerbase had. That was one of the big-ticket items that swayed us to choose Centerbase .”
Kim Edwards
Director of Operations and Paralegal
Allison & Mosby-Scott
“If you're not evolving, and constantly changing, and improving, you're gonna get passed by eventually. And that's what I've always enjoyed here is the diversity of role and responsibility. But Centerbase allowed us to elevate it to a whole new level."
Rob Sadler
Firm Administrator
Hofheimer Family Law
"Centerbase definitely has the strongest integration with NetDocs, which was important to us.”
Eve Kramer
Firm Administrator
"Centerbase increased our efficiency 10-fold with timekeeping and document storage."
Kate Mataya
Senior Associate Attorney
McClure Law Group

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