Records Management - centerbase.com

Features

Firm Management

Growth & Marketing

Firm Operations

Client Operations

Integrations

Practice Area Support

Features

Firm Management

Document Management

Keep client information secure and easily findable.

Task Management

Track and execute every project your firm undertakes.

Automated Workflows

Automate your manual work to get more of your to-do list done.

Advanced Reporting

Run holistic and insightful reports that support strategic decisions.

Protect your data from outside and inside threats.

Trust & Retainer Accounting

Feel confident that you’re complying with trust regulations.

Firm Accounting

Easily prove your firm is a fiscally responsible business unit.

Easily reconcile your credit cards with a live online banking feed.

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Growth & Marketing

Production & Origination

Easily credit and compensate originators for their work.

Increase your firm’s visibility with a high-converting website.

Marketing Services

Execute personalized marketing strategies and track their ROI.

Profitability Reporting

Track and analyze key profit opportunities for your firm.

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Firm Operations

Matter Management

Empower departments to find matter information in one place.

Bill clients the way they want without burdening your staff.

Review, edit, and track pre-bills electronically through the approval chain.

Manage your firm and track time from your cell phone.

Filter and compare everyone’s schedule in one calendar.

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Client Operations

Easily update clients before they call you with questions.

Quickly intake new clients before they search for other counsel.

Keep tabs on every client in one place.

Empower your attorneys to hit every billable target.

Automated Time Capture

Our automatic timer starts and stops when you do.

Get client payments within minutes of sending out a bill.

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Integrations

Get your deadlines calculated for you with LawToolBox

Make reconciliation easy with Plaid’s live online banking feed.

Harness the power of NetDocuments right within Centerbase.

Account for every dollar in Centerbase and QuickBooks Online.

Use Centerbase within the Microsoft applications you’re used to.

Use Centerbase with iManage.

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Practice Area Software

Family Law Software

Reach settlements faster with the #1 software for divorce professionals

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Recent Resources

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6 Reporting Must-Haves to Optimize Your Law Practice’s Profitability

How a Midsize Law Firm Gets Paid 20% Faster and Saves $35,000 Per Year with Centerbase

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The management of information within an organization including storing, securing, and tracking information.

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Made with ❤ in Dallas, TX

Features

Accounting & Online Banking
Advanced Reporting
Automated Workflows
Billing
Calendaring
Client Intake
Client Portal
CRM
Document Management
Family Law Software
Matter Management
Mobile App
Profitability Reporting
Task Management
Security
Timekeeping
Websites & Marketing Services

Feature Type

Client Operations
Growth & Marketing
Firm Management
Firm Operations

Why Centerbase?

Case Studies
Customer Success & Support
Implementations
Industry Partners
Our Company & You
Testimonials

By Role

Attorneys & Timekeepers
Managing Partners
Operations & Admins

Integrations

LawToolBox
NetDocuments
Office365
Plaid
QuickBooks
iManage

Resources

Contact Us
Press & Media
Mostly Legal Podcast
Resource Hub
Support Hub
Legal Business Glossary
Your Career at Centerbase

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