FEATURE TYPE 
Matter Management

Legal Matter Management Solutions

With matter management software, visualize, track, and automate all of your case work—finances, documents, tasks, deadlines, and more—in a single place.

Deliver fast and accurate case work with personalized and automated matter management solutions

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Remove department bottlenecks with a single place to quickly access matter data

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Meet your firm’s practice area needs with personalized matter layouts and Automated Workflows

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Stay organized by connecting all matter documents, finances, deadlines, and more to the appropriate matters

Seamless Document Management

Simplify your experience with native, comprehensive document processes that accelerate your firm’s productivity. Create, share, store, and manage documents without ever leaving your matters.

Personalized Automated Workflows

Save time and reduce human errors by completing matter functions with personalized Automated Workflows using Centerbase's matter management system. Easily automate your matter, document, calendar, and client activities – saving your firm up to 75 hours per month.

Task Management

Schedule tasks and design projects for your firm with intuitive kanban-style Task Management. So you always have visibility into where your projects stand - and how your staff is completing them.

Intuitive Calendaring

Sync your Outlook calendar to Centerbase to visualize your personal and firm-wide schedules. Automatically track your deadlines, turn appointments into billable events, and easily schedule meetings with less friction.

More Matter Management Features

Frequently Asked Questions

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

Deadlines
Keep up with upcoming matter deadlines.

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

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

Calls
Track the outcome of calls.

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

Documents
Store all documents related to your matter.

Meetings
Track all past and future meetings.
What is matter management in a law firm?
Matter management in a law firm refers to the organized handling of case data, documents, and related activities using a dedicated matter management system. Centerbase offers a legal matter management system consolidating case information and workflows into one platform. Our comprehensive solution includes matter management software that centralizes all legal files, emails, and activities to ensure every detail is recorded and accessible. With a legal software matter management approach, law firms gain a clearer view of case progress, risk management, and strategic planning while utilizing a comprehensive system tailored to modern legal practice.
How does matter management software help law firms?
Matter management software, such as that provided by Centerbase, offers a complete legal matter management system that integrates case data, automated workflows, and document handling. Our matter management systems support law firms by centralizing information and providing real-time insights into case activities. By employing law matter management software, legal professionals benefit from a system that organizes tasks, tracks deadlines, and correlates client interactions with case outcomes. This legal matter management software enables firms to maintain comprehensive records and generate analytical reports, thus supporting informed decision-making and operational transparency.
Can matter management software automate case workflows?
Centerbase presents matter management software that automates routine tasks within the legal practice. A legal matter management system can initiate automated matter workflows that update case status and record client interactions with minimal manual input. Our matter management system leverages automated notifications and structured task sequences to ensure each case progresses logically through its lifecycle. Law matter management software supports the transformation of repetitive processes into programmed tasks, which reduces manual tracking and provides legal professionals with clear guidelines for case progression while integrating core functions such as document management and email records.
How does matter management improve efficiency in legal practice?
A legal matter management system provided by Centerbase redefines how case details are organized and accessed. Matter management software consolidates case files, communications, and activity logs into a single repository. This system supports legal professionals by minimizing time spent searching for case-related information and allowing focused work on legal strategies. It offers structured case progression and transparent access to historical data, critical for decision-making and client communication. Our system supports legal operations and drives improved oversight and clarity.
How does matter management software integrate with billing?
Centerbase delivers a matter management system integrating billing and time tracking within the legal workflow. Our software links case data with billing records by connecting client communications and financial transactions to facilitate the capture of billable hours and consolidate them with case files to generate detailed invoices. Law matter management software provides an integrated approach where billing details appear alongside case records, which offers legal professionals a unified view of case performance and financial outcomes. The integration supports precise invoicing and helps law firms maintain accurate financial records.

TESTIMONIALS

“Centerbase is purpose-built to bring all the components of practice management together in a clean interface.”
Clayton Romero
Founding Partner
CodexTen
“I needed a platform that could hold large amounts of data that was fast and secure.”
J. Matthew Little
Partner
Teague, Campbell, Dennis, & Gorham, LLP
“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
“From an efficiency standpoint, there's really no question. There are less things to break. If you have an intake tool and an accounting tool and a case management tool, you have two connections there that are guaranteed to give you problems. There are going to be updates to all three of those tools that are probably gonna knock that integration a bit out of whack. So I like that Centerbase is an all-in-one tool.”
David Holl
Business Operations Manager
McKean Smith

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