FEATURE TYPE 
Document Management

The Intuitive Way Modern Law Firms Manage Their Documents

Secure, search, share, and create your documents all in one place. With email management, Word templates, and more, you finally have an easy way to do your document drafting and chasing.

Manage your documents with high-level security and drag-and-drop simplicity

You’re tired of document management taking you away from high-value activities. Let us do the document chasing and drafting for you. With solutions like the Mapped Drive, Global Search, and Client Portal, you’ll get more time back to focus on billable work.
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Create your documents knowing they’re secure

Get documents created for you with information straight from your client or matter. Then secure them with our Mapped Drive and Microsoft Word integration.
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Misplacing a document is no longer an option

Stop playing document hide-and-seek. Whether they’re stored in Word, your file explorer, the Mapped Drive, your email, on the matter, or client, it’s easy to find your documents in seconds.
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Make it easy for you and your clients to share documents

Share documents back and forth with your clients using our secure Client Portal. Even get notified when your client views shared documents.

Track time during email and document creation

Start recording your time during your email and document creation. Capture more billable hours by easily recording your time directly from Outlook and Word while you use their programs. So now you get paid for every second of your time.

Automatically and accurately get documents drafted for you

You need an easy way to draft several documents in minutes. Use our Word document merge to auto-fill your document templates instead of entering in matter and client information manually. Even set up an Automated Workflow, so documents are auto-generated. And get the faster and more precise document creation you deserve.

Sync your work from Word and Outlook

Know your work in Word and Outlook is reflected in Centerbase. Instead of double-saving emails and documents to multiple platforms, only open and save one version of your work. Save emails to the appropriate client or matter from Outlook. Even open and save documents stored in Centerbase right within Microsoft Word. So your work is unified across all of your programs.

Use NetDocuments right within Centerbase

Harness the power of NetDocuments within Centerbase. Rather than clicking between tabs, our integration feature embeds NetDocuments right inside of Centerbase. Opening a matter in Centerbase automatically opens a workspace in NetDocuments right inside the matter. So you get best-in-class document management without ever leaving Centerbase.

More Document Management Features

Access documents wherever you (or they) are

Instead of feeling confined to one search and storage option, now you have access to your documents from the matter, client, file explorer, Mapped Drive, Microsoft Word, and even your phone. So no matter where you are or where your document lives, you always have access.

Keep every email related to a matter - on the matter

Instead of spending hours sifting through your inbox, let us manage your emails for you. Easily find emails on the client or matter they belong to within Centerbase - without having to search your inbox. So you can keep track of all client communications in one secure place.

Track multiple document versions

No need to search every matter for the right version of your document. Instead, use our Global Search and version tracking to keep track of document interactions as edits are saved. Then create standard folder structures to be generated every time a matter is opened. So now you know where each version of every document is stored.

Document management that already feels familiar to you

Make it easy for your staff to get on board with a document management system by opening and saving documents from the programs you work with everyday. Map Centerbase to your file explorer. And only use the native open and save of the program you’re working in to reflect changes everywhere you store your files. So your staff can manage documents without relearning their workflow.

Access documents wherever you (or they) are

Instead of feeling confined to one search and storage option, now you have access to your documents from the matter, client, file explorer, Mapped Drive, Microsoft Word, and even your phone. So no matter where you are or where your document lives, you always have access.

Keep every email related to a matter - on the matter

Instead of spending hours sifting through your inbox, let us manage your emails for you. Easily find emails on the client or matter they belong to within Centerbase - without having to search your inbox. So you can keep track of all client communications in one secure place.

Track multiple document versions

No need to search every matter for the right version of your document. Instead, use our Global Search and version tracking to keep track of document interactions as edits are saved. Then create standard folder structures to be generated every time a matter is opened. So now you know where each version of every document is stored.

Document management that already feels familiar to you

Make it easy for your staff to get on board with a document management system by opening and saving documents from the programs you work with everyday. Map Centerbase to your file explorer. And only use the native open and save of the program you’re working in to reflect changes everywhere you store your files. So your staff can manage documents without relearning their workflow.

Frequently Asked Questions

How does the Microsoft Word integration work?
You can open and save documents saved in Centerbase from within Microsoft Word, create time entries in Word as you’re working on documents, and create document templates by merging information stored within Centerbase.
Are my documents organized by matter?
You can create standard folder structures to be generated every time a matter is open.
How does the NetDocuments integration work?
NetDocs is embedded inside Centerbase. So opening a client matter in Centerbase automatically opens a workspace in NetDocuments right inside the matter.
Does Centerbase offer internal communication tools for my teams?
Yes! Get rid of the extra emails and calls with CaseChat. Instant message your team directly within Centerbase on the exact record you’re working on. Then get notified when someone tags you on a record. So your departments are always in sync with the information they need.

TESTIMONIALS

"Training in Centerbase is so much easier than what it would have been if I had to train somebody new in time matters. I really believe the system is very user-friendly. Anyone who has some semblance of an idea of working with computers, even if it's online shopping. Just being able to navigate tabs and engage filters to get to what you want is so much easier to train a new person on than our old system."
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

Make it easy to manage your documents

Automatically create your documents. Securely store and share them with clients. Then use our NetDocuments and Office integrations to keep your files organized without disrupting your workflow.
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