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 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.


“Centerbase is purpose-built to bring all the components of practice management together in a clean interface.”
Clayton Romero
Founding Partner
“I needed a platform that could hold large amounts of data that was fast and secure.”
J. Matthew Little
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