Secure, Search, and Share Legal Documents With Ease
Manage documents and emails with bank-level security and drag-and-drop simplicity.
Access Documents From Anywhere
Open documents stored on a matter from your web browser.
Open documents stored on a matter from your web browser.
Access Centerbase as a folder structure within your file explorer.
Access Centerbase as a folder structure within your file explorer.
Open documents using our Microsoft Word add-in for Windows
Open documents using our Microsoft Word add-in for Windows
Share documents with clients
Share documents stored in Centerbase with your clients.
Provide a place for clients to securely upload documents.
Get notified when your client downloads documents shared in the portal.
Do everything from Microsoft Word
Open and save documents saved in Centerbase from within Microsoft Word.
Create time entries in Word as you’re working on documents.
Create document templates by merging information stored within Centerbase.
Intuitive email management
Outlook integration
Save emails to matters from Microsoft Outlook in a single click. Pop right back into Outlook from matters without having to search your inbox.
Find an email in seconds
Powerful email search tools let you find emails based on any email property including subject, sent/received date or email content.
Capture billable time while emailing
Automatically create a billing entry every time you send an email to your client or create billing entries from your inbox as you’re reviewing emails.
Produce emails saved to matters
Easily produce emails saved to a matter file. Emails are stored as native .MSG files, making it easy to upload an entire email folder in seconds.
Locate Documents Faster than Ever
Powerful search functionality to locate documents you’re looking for within Centerbase
Locate documents you’ve used in the past
Search the document homepage using multiple search criteria.
Document version tracking
Keep track of every version of a document as edits are made and saved.
Organize your documents by matter
Create standard folder structures to be generated every time a matter is open.
Mapped Centerbase Drive
Software agnostic
Open and save documents from the programs you work with everyday, without relying on add-ins. Use the native open and save and select the Centerbase drive.
Accessible from your desktop
Map Centerbase to your file explorer so moving to a document management system feels familiar to your staff.
NetDocuments Integration
Bring together two leading softwares, Centerbase and NetDocuments, to create one seamless solution.
All your matter documents in one place
Opening a client matter in Centerbase automatically opens a workspace in NetDocuments right inside the matter.
Work the way you’re used to
Our integration embeds NetDocuments right inside of Centerbase so you can manage documents without changing your workflow.
Get Started Today
Have questions? Call (214) 295-5400 or email sales@centerbase.com.
Our team of product specialists is available Monday to Friday from 8:30 a.m. to 5:30 p.m. CT.