Centerbase | Features | Document Management

Secure, Search, and Share Legal Documents With Ease

Manage documents and emails with bank-level security and drag-and-drop simplicity.

SCHEDULE A DEMO

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.