Microsoft Word Add-in allows you to manage and keep your documents organized so you can quickly and easily access them when you are working on a matter.
Improved Ease of Document Management
Leverage the Centerbase Ribbon in Word to create, open, and save documents associated with the matter at hand.
Simplify Document Creation
Run Document Merge to auto-generate documents with client information and save you time.
Get Credit for the Time Spent Working
Create time entries right as you edit the document so you can ensure you capture all the time you spend working.
Microsoft Outlook Add-in keeps your firm email connected to Centerbase so you never miss a beat when it comes to email correspondence with your clients.
Emails Made Easy
Receive and send email communications internally and externally regarding matters – each email will be directly tagged to the matter you select.
Attach Documents to Your Emails
Upload documents to be attached to your emails separately in the matter.
Capture the Time Spent Emailing
Create time entries for the work spent drafting your emails.
Office365 Calendar Sync
Office 365 integration ensures you never miss a deadline, appointment, or meeting.
Seamless Calendar Sync
With 2-way calendar sync, your Outlook calendar automatically updates when you add an event to your Centerbase calendar, and vice versa.
Use Filters to See Your Team's Calendar
Set filters to see your entire firm’s calendar to find the times that work best for everyone.
Frequently Asked Questions
- My firm uses Microsoft Office heavily. What kind of software integrations exist within Centerbase?
Centerbase offers many software integrations including ones for Microsoft Word, Microsoft Outlook, and Office 365. You can continue to use each of these systems with the added benefit of being able to tag matters, create billable entries and keep tasks organized all in Centerbase.
- How secure is Centerbase?
Very. At Centerbase, we understand your responsibility to your clients to keep their personal information safe, secure, and confidential. With over 16 years of incident-free experience hosting clients in our secure Cloud infrastructure, we create a safe environment for both you and your client’s information.
We run 24/7 high availability VMWARE clusters that allow us to keep your services up and running continuously. We have maintained a 99.999% uptime with an average of <5 minutes of total downtime per year. Want to learn more? Check out our security information.
- Is Centerbase cloud-based?
Yes, Centerbase is entirely cloud-based so you can securely access it whenever and wherever you are – there’s no need to be onsite at your firm.
- Does Centerbase have a mobile app?