Matter Management

Legal Matter Management Solutions

Visualize, track, and automate all of your case work including 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. 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 all kept on the matter?
Keep the contact information for everyone related to a matter in one place.

Keep up with upcoming matter deadlines.

Track, assign, and complete tasks for your matters.

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

Track the outcome of calls.

One central place to track any notes about your matter.

Store all documents related to your matter.

Track all past and future meetings.
Can I automate my matters from open through close?
Yes! Build your case flow directly into Centerbase. Our system can automatically assign or complete tasks for you.
How many personalized matter fields do I get?
You get unlimited personalized matter fields in Centerbase.


“In my area, we do a lot of evergreen retainers. And one of the things that was a real deciding factor for me in choosing a product was how well it handled that. Things like being able to handle multiple retainers on one matter. And when you run bills, being able to tell it whether or not to automatically apply the retainer payment. Some products don't do that, so you have to manually apply it for every single invoice. There is also a really amazing report for Trusts, WIP and AR that I love.”
Christine Giles
Office Administrator
Bollier Ciccone, LLP
“Centerbase is user friendly, and it’s easy to navigate. The email bill function is easy, and we can always go back to check all the details in their separate matters.”
Accounts Manager
Kalijarvi, Chuzi, Newman & Fitch, PC
"Centerbase has absolutely improved our ability to generate invoices and get paid quickly for our accounts. It gives back that valuable resource to our employees which is time since all of our work is billable time."
Aimee Gannon
Operations Manager
Gonser & Gonser, PA
“We have grown so much that it allows me to stay on top of billing. What once took an entire month, I can now go from start to finish by the 20th of the month. A feat not possible with Harvest, the software Centerbase replaced.”
Donna Smith
Firm Administrator
Holtzman Vogel
“Accessing facts and providing details is a vital factor for accurate reporting. Centerbase has automated many functions that previously were generated manually. We have access to queries and or reports that have shaved off days & weeks from our time - previously unavailable in our old software.”
Donna Smith
Firm Administrator
Holtzman Vogel