FEATURE TYPE 
Matter Management

Uncomplicated Matter Management Personalized to You

Empower your departments to find matter data in one central place. With billing settings, production and orgination, and more, you can keep track of every matter - without having to remember every detail yourself.

All of your matter data - all in one place

Make it easy to manage your matter data. With personalized layouts, matter-level settings, and more, you know where every matter stands in seconds.
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Find matter information without department bottlenecks

Stop slowing down your workflow with bottlenecked matter data. Empower your staff to find the information they need in one central place - on the matter.
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Get personalized matter fields and layouts by practice area

Stop settling for rigid matter layouts that don’t give you the data you need. Get and use custom fields that are relevant to your practice and fit the way you work.
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Matter-level settings take the guesswork out of billing cycles

Stop trying to remember individual matter settings on your own. Set billing arrangements, rates, accounting, etc. preferences at the matter-level that are auto-applied with every matter action.

Automatically updated matters with Automated Workflows

You need an easy way to update, open, and close multiple matters. Instead of doing it manually, use Automated Workflows to update billing and contact information, or open and close matters. Even automatically notify clients when there’s been a change in their case. So you can drive efficiency and accuracy in your matter work - without doing more work.

Easily track production and origination

Your attorneys expect you to accurately compensate them for their work. Instead of manually calculating production and origination, track it at the matter level automatically. Simplify calculation and compensation for attorneys using points or percentages to track multiple originators for one or many matters. So everyone agrees on payday.

Keep everything related to a matter on the matter

You need to quickly find data related to the matter you’re viewing. Instead of looking in multiple places, easily find any related records such as parties, texts, bills, transfers, deposits, documents, credits, refunds, checks, etc. on the matter page. So when a client unexpectedly calls, the answers you need are at your fingertips.

Complete essential tasks without leaving the matter

You need an easy way to work one matter without servicing every matter at the same time. Instead of performing actions en masse, complete essential tasks for individual matters like conflict checks, billing, timekeeping, document drafting and merging, and deadlining. All without leaving the matter itself. So you can service a matter without disrupting others.

More Matter Management Features

Track finances at the matter-level

Meet client expectations by keeping track of their matter billing. Instead of guesstimating their spend, create matter budgets, track trusts and retainers, and view matter-ledgers without leaving the matter. Even get alerted as cases reach set percentages of their total budget. Then report on hours by staff category, fees, and expenses over the lifetime of a case. So you can meet client expectations - transparently.

Know where your matters stand at-a-glance

You need fast answers when clients call you unexpectedly. Instead of scrambling to find their matter data, see information like trust balance, WIP, fees billed, expenses billed, outstanding AR, and credits in seconds on the matter dashboard. Also view a matter ledger and email bills in question to clients as you speak with them. So you’re always ready when a client calls.

Track finances at the matter-level

Meet client expectations by keeping track of their matter billing. Instead of guesstimating their spend, create matter budgets, track trusts and retainers, and view matter-ledgers without leaving the matter. Even get alerted as cases reach set percentages of their total budget. Then report on hours by staff category, fees, and expenses over the lifetime of a case. So you can meet client expectations - transparently.

Know where your matters stand at-a-glance

You need fast answers when clients call you unexpectedly. Instead of scrambling to find their matter data, see information like trust balance, WIP, fees billed, expenses billed, outstanding AR, and credits in seconds on the matter dashboard. Also view a matter ledger and email bills in question to clients as you speak with them. So you’re always ready when a client calls.

Frequently Asked Questions

What information is all 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.
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.
Does Centerbase offer internal communication tools for my teams?
Yes! Get rid of the extra emails and calls with CaseChat. Instant message your team directly within Centerbase on the exact record you’re working on. Then get notified when someone tags you on a record. So your departments are always in sync with the information they need.

TESTIMONIALS

“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.”
Tannia
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

Personalized matter management that’s uncomplicated

Manage every matter with optimal efficiency and visibility. So every department can get the matter details they need - without being delayed by bottlenecks.
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