Get the Features You Need, Without Paying for the Ones You Don’t

Build a plan that’s uniquely tailored to your firm and only pay for the features you need.


Essential practice management tools to stay organized and run more efficiently.


Matter Management

Unlimited Custom Fields

Unlimited Custom Fields

Matter Automation

Matter Metrics

Custom Dashboards

Calendar + Outlook Integration

Popup Email/Reminders

Rules-Based Calendaring
Collaboration Tools

Case Chat

Task Management


Notification Center
Document Management

Unlimited Document Storage

Robust Document & Email Searching

Microsoft Word & Outlook Plugin

Mapped Drive


The tools your timekeepers need to capture more billable time and automate daily tasks.



Staff features plus:


Time Tracking

Mobile Time Tracking

Custom Rate Tables

Time Tracking Budgets

Microsoft Office Plugins

Automated time Tracking **

Reporting Template Pack

Origination Reporting

Microsoft Office Plugins

Production Reporting

Billing + Accounting

Fully integrated financial management suite that gets you paid faster.



Staff + Timekeeper features plus:


Over 10 Billing Arrangements

Account Statements

Client Portal Payments

LawPay Integration
Trust Accounting

Unlimited Trust Accounts

Automated Trust Replenishments

Unlimited IOLTA Accounts
Business Accounting

Fully Integrated Accounting

Chart of Accounts

General Ledger

1099 Vendor Management

AR Sweep

Accrual-Based Accounting

Build the Plan That’s Right for Your Firm

Select the licenses you need to calculate your price.


    Plans are billed annually. Minimum 5 licenses.


    Customize and enhance your plan with additional features.+

    Billed Annually


    Choose a combination of at least 5 users to calculate your estimate.

    We've estimated your monthly cost based on the options you've chosen. Any applicable taxes and implementation costs are not included.

    Customer Support

    Centerbase is More Than Just Legal Software

    You don’t have to go it alone. Centerbase’s customer support teams are here to answer your questions and to ensure you’re getting the most out of your tools. All that — plus our detailed support documentation, training programs, and customer community — means you’ll never feel left out in the cold.

    Phone & Email Support
    Support Articles & Training
    User Community Support

    Feature Comparisons


    Matter Management

    Real-time Matter DashboardsTrack matter financials in real-time dashboards
    Unlimited Matter LayoutsCreate practice area specific matter layouts
    Matter MetricsCreate matter budgets for hours, fees or expenses
    Unlimited Custom FieldsCreate as many custom fields as you need to track matters
    Matter Workflow AutomationCreate workflows to automate your matter management
    iOS & Android AppAccess matter data from your mobile device
    Firm-wide CalendarTrack every firm member's calendar in one place
    O365 Bidirectional Calendar SyncSync your calendar to Outlook using our O365 integration
    Unlimited Email/Popup RemindersCreate unlimited email or popup reminders per event
    LawToolBox IntegrationAdditional SubscriptionAdditional SubscriptionAdditional SubscriptionIntegrate LawToolBox's rule-based calendaring features
    Staff Collaboration
    Case ChatCommunicate using instant messaging on our web and mobile apps.
    Task ManagementTrack your task list
    TaskframeUse kanban style task management with your team
    Notification CenterReceive notification for different types of comunication
    Document Management
    Unlimited Document StorageUnlimited document storage
    CB Mapped DriveMap Centerbase's document folder as a driver on your computer
    Microsoft Word PluginUse our Microsoft Word plugin on Windows machines to save documents to Centerbase and enter time
    Document SearchingSearch through documents across multiple matters
    Email Management
    Attach EmailsSave email files directly to a matter
    Microsoft Outlook Plug-inUse our Microsoft Outlook plugin on Windows machines to save emails and enter time.
    Email SearchingSearch through email meta data and content
    Secure Client Portal
    Share Calendar AppointmentsShare calendar appointments and deadlines with your client
    Share DocumentsShare documents back and forth with clients
    Share BillsProvide you client access to their billing history and a place to pay by credit card
    Client Intake
    Conflict CheckRun comprehensive conflict checks and print conflict check report
    Website Contact Form IntegrationConnect Centerbase to contact forms on your website
    Marketing AttributionTrack revenue based on referral sources
    Intake AutomationCreate workflows to automate your intake process
    Mobile TimekeepingEnter time from our mobile app
    Timekeeper BudgetsCreate timekeeper budgets for hours or fees
    Unlimited Rate TablesCreate unlimited numbers of rate tables
    Effective Dates on Rate TablesSet effective date ranges on rate tables
    Timekeeper WorkbenchEnable your timekeepers to approve or hold time entries at the end of a bill cycle
    ePre-Bill ApprovalAdditional SubscriptionAdditional SubscriptionSee Electronic Prebill Approval
    Automated Time CaptureAdditional SubscriptionAdditional SubscriptionSee Automated Time Capture
    Hourly BillingBill your clients hourly
    Flat Fee BillingBill your clients based on a single flat fee
    Project BillingBill you clients on multiple flat fees over a period of time
    Subscription BillingBill your clients a fixed amount on a recurring basis
    Consolidated BillingBill your clients across multiple matters on a single bill
    Fee Only BillingBill your clients for the fees only on a matter
    Expense Only BillingBill your clients for the expenses only on a matter
    Split BillingBill multiple clients for fees and expenses on a single matter
    eBillingGenerate eBilling files
    Account StatementsAutomatically generate account statements for accounts with AR or trust balances
    Trust Accounting
    Unlimited Trust Accounts Per MatterCreate multiple trust accounts per matter
    Automatic Trust Replenishment RequestsAutomatically request trust replenishment on bills
    IOLTA Check PrintingPrint checks from our IOLTA accounts
    Unlimited IOLTA Bank AccountsTrack multiple IOLTA accounts in Centerbase
    Business Accounting
    Integrated Legal AccountingManage your entire backoffice in Centerbase
    Chart of AccountsManage your chart of accounts
    Account SegmentationGenerate a segmented PnL based on different attributes
    Vendor ManagementTrack all vendors
    1099 Vendor ManagementTrack 1099 vendors and print a 1099 vendor report
    Check PrintingPrint checks from operating accounts
    Online Bank/CC FeedAdditional SubscriptionConnect online bank and credit card accounts
    Standard Report PackRun standard billing, productivity, trust and other reports
    Origination ReportingRun Origination reports to compensate timekeepers for origination credits
    Production ReportingRun production compensation reports to compensate timekeepers based on their fees received
    Accounting Report PackRun standard accounting reports
    Custom Report BuilderCreate custom reports using our report builder
    Online Help CenterAccess our online help center 24/7
    Phone SupportContact phone support Mon. - Fri., 8:30 - 5:30 CT
    Email SupportContact via email support Mon. - Fri., 8:30 - 5:30 CT

    10 questions to ask when considering legal software

    • Can the platform be customized?

      Several legacy practice management products allow you to customize the fields on forms to fit your needs. In the cloud space, however, products can range from rigid to highly-customizable. Some products don’t offer any customization, while a handful of products allow for a limited number of custom fields, and only a few give you the power to completely customize all forms.

      When evaluating a legal case management solution, it’s important to consider what’s currently offered and whether there is additional information your firm would need to track on your form. To ensure the software package you’re choosing will provide all the customization your firm needs, compare the fields you currently have in your legacy system to the fields offered in a new software solution.

    • Does the program include automated workflow?

      Workflow Automation is a game-changer in law firms that utilize the technology correctly. If your firm currently uses workflow automation, or has been looking to utilize workflow automation, it’s important that the new software you’re considering offers robust workflow and trigger functionality. Many cloud-based options sell you on workflow, but in reality, they only offer glorified task list generators. Automated workflows are sure to improve your task management.

    • How strong are the calendaring features?

      If your firm relies heavily on calendaring, it’s important to evaluate what calendaring functionally a new legal software solution offers. Some of the cloud-based systems publish a calendar to OutlookTM or to GSuiteTM, while others offer a native app to access your calendar. Another area to consider is whether your team uses chain calendar events and reminders—which aren’t always included in software packages. Take into account how your team operates and what so ware will easily adapt to their habits, instead of having your team adjust to a new product.

    • How does the platform handle document management?

      There are two philosophies when it comes to document management with cloud-based products: internal document management or integrated document management with products like DropBoxTM, OneDriveTM, or NetDocumentsTM. If the practice management product offers internal document management features, it’s important to know if you’ll be able to easily access the documents when you need to. Additionally, consider whether the software offers MicrosoftWordTM add-ins and how much storage space is included. Evaluating these features will help you pick the best document assembly solution for your firm.

    • How strong are the billing components?

      Billing and cashflow are the lifeline of any firm. The ability to get bills out to clients on time is what allows a firm to remain successful and profitable. Billing is an area where firms make the most assumptions about what a program offers, yet it’s one of the weakest areas for cloud-based systems. A good approach to take is to have the vendor walk you through every step of the billing and invoicing process in their system and consider all the different scenarios your firm may encounter. When going through this process, the features I’ve seen missing the most are at fee billing arrangements, split billing, and payment allocations. Don’t take this piece of the product lightly – it’s a very important part of legal software.

    • Does the platform include integrated legal accounting?

      There are many legacy systems that include integrated accounting. However, the first wave of cloud-based practice management systems integrated with QuickBooks OnlineTM instead of offering accounting features within the product. While this may work for some firms with a lower volume of accounting work, firms that relied on the powerful integrated accounting capabilities of legacy systems need more than just a QuickBooksTM link. To meet these needs, there are now cloud-based practice management options with integrated accounting, allowing your firm full functionality in the cloud.

    • What kind of reporting options are included?

      Legacy products tend to have strong reporting capabilities. Legacy products also let users go directly to the database, allowing them to pull the data needed to make reports. Since cloud-based products are housed on servers with multiple clients’ data, many firms no longer have the same database access they’re used to.

      Make sure your cloud-based case management software either includes the reports you need, or has a powerful report writer included – otherwise your firm may not get the reports needed to make imperative business decisions and to fairly compensate your employees.

    • What integrations does the platform have?

      One of the best things about cloud-based products is that they’re extremely easy to integrate with other cloud-based software. When you’re evaluating legal practice management software, consider the other applications your firm currently utilizes or might in the future. Some of the most popular integrations are credit card processors, document management software, and calendar rule software. If these are important components of your firm, make sure to choose a cloud-based solution that’ll make integrating these features easy and painless.

    • Can my data be imported?

      A favorite selling point of many of the practice management products is a free data conversion. Be careful with this type of option – most firms don’t realize this only includes your matters and clients – not any of your billing data. However, there are cloud-based options that will provide a full historical data import. To avoid going back and forth between two different systems, consider these cloud-based options for a seamless data transition.

    • Where is your data stored?

      Cloud-based systems store your data one of two ways. Either they host your data with their own infrastructure, or they utilize a third-party like AmazonTM or AzureTM.

    Recommended articles to help you decide what legal practice management software is best for your firm

    Data security pointers for law firms considering a practice management platform

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    5 questions to ask a legal practice management software vendor before purchasing

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    7 benefits of legal practice management software in a law firm

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