Real Estate Law Software
Making a real estate purchase or sale is a massive undertaking. Centerbase helps you manage your firm so you can spend more time helping your clients navigate these complex transactions.
The functionality of Centerbase custom fields is incredibly useful. Whether I’m building a report on our financials or matter information, I can choose which fields and data to include and which to filter out in order to drill into what I’m looking for. This allows us to make better business decisions for the firm.
Partner, Arias Bosinger
Comprehensive Legal Accounting
Equipped with robust legal accounting, you can easily view your firm’s financial standing, manage escrow funds, and track multiple IOLTA bank accounts.
Manage Your Clients' Funds
Track your clients’ escrow funds during the home buying process all the way through to close.
Accounting Made Simple
Need to look back at transactions for the past quarter? Easily pull up your general ledger. Need to run a WIP AR report? That’s as easy as a couple of clicks of your mouse.
Simplified Matter Management
The complexity of a real estate purchase is nothing to balk at – let Centerbase help you keep documents organized, collaborate with staff, and stay up to date on critical deadlines.
Never Risk a Missed Deadline
Track important deadlines like closing dates as well as mediations between the buyer, seller, or mortgage company representatives with our integration with LawToolBox.
Customize Your Matters to Fit Your Needs
Configurable fields specific to real estate law are the only ones that populate, so there is no need to spend time filling out unnecessary fields that aren’t relevant to your matters.
Every Matter Detail, In One Place
Depending on the real estate venture, negotiations can happen frequently between parties. Add notes, see all documents, and access all involved parties right from the matter.
Bring Billing Up to Speed
Whether you are a large or small real estate firm, billing no longer has to be a time-consuming process.
Easy Bill Creation
Quickly identify line items to add to your bills; once bills are approved, easily generate them, complete with your firm’s branding.
Billing Arrangements That Work For You
Does your real estate firm bill hourly? Perhaps you charge a project fee or flat rate for simpler real estate transactions. However you bill, Centerbase can manage it all.
Streamlined Document Management
Real estate transactions require complex and detailed documentation – keep all your documents organized.
Streamlined Information Share
Create, manage, and share documents easily, both internally with your team and, if you choose, externally with your clients for easy collaboration and info sharing.
Quick Document Search
Easily locate disclosure agreements, HOA contracts, inspection certificates, and more by leveraging the universal search feature or opening the matter at hand.
Review Edits to Documentation
Track versions and see previous iterations of documents, knowing they’re all securely stored in the cloud with unlimited data storage.
Frequently Asked Questions
- I’ve been wanting to switch to Centerbase, but my staff doesn’t like change. How can Centerbase make the change easy for my whole firm?
Change is hard - no matter what solution you choose.
Your staff has differing opinions, workflows they’re used to, etc. And even if a change makes their lives easier in the long run, learning a new system can feel overwhelming.
But the best way to bridge the gap between a good purchase and the reality of a successful integration is proper training.
That’s why we make sure your staff gets optimal training from our expert Centerbase Trainers. Before your Centerbase site goes live, you’ll be offered 7 different training sessions (and any extras you may need). Plus, you’ll be walked through your entire site and have it configured to you and your staff’s wishes. So you’ll already be familiar with your site before your first log in. And with our NetDocuments and Microsoft Office integrations, you’ll be using tools your staff already knows and loves. We even walk you through your first round of bills within Centerbase, so your firm won’t miss a beat during the switch.
But most of our clients say using Centerbase is as easy as online shopping. So if your staff has that mastered, they can intuitively navigate Centerbase in just a few minutes.
Change may still seem daunting simply because it’s different and new. But after a few days, you’ll feel like you’ve been using the system forever.
"Training in Centerbase is so much easier than what it would have been if I had to train somebody new in Time Matters. I really believe the system is very user-friendly. Anyone who has some semblance of an idea of working with computers, even if it's online shopping. Just being able to navigate tabs and engage filters to get to what you want is so much easier to train a new person on than our old system." - A Centerbase User
- I’ve heard firms in other practice areas are loving Centerbase, but most real estate practices in my area use legacy solutions. Why would a real estate practice migrate to Centerbase?
While solutions for real estate practices like e-billing and matter management have been around for decades, many firms using legacy platforms are finding they don’t have the tools to keep their finances and documents straight. Centerbase helps real estate practices track client and firm financials. So you can keep tabs on trusts, allocations, and accruals all in one place. And more importantly, pass audits easily and demonstrate that your firm is a fiscally responsible business unit. Plus, our NetDocuments integration with our proprietary document management and storage system means every document is easily findable, bait stamped, and stored securely to the appropriate client or matter. So you’re never having to chase down documents again.
Another reason real estate firms stay with legacy systems is fear of implementation and data migration. You’ll love that Centerbase has a structured and repeatable implementation process we’ve completed with 100% success every time. As well as an expert data migration team and a clear implementation outline you can find here. Plus, we configure Centerbase for your real estate practice during implementation. So you’re hands-on with us every step of the way to make sure your new platform is perfect for your firm.
- I love the idea of having my firm in the cloud because my team can work from anywhere. But is it the safest option?
It’s normal to feel hesitant about storing your data somewhere you can’t see or touch! You made a promise to your clients to keep their personal information safe, secure, and confidential. And we’re here to help you keep that promise.
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. Your site will stay up and running continuously because we run 24/7 high availability VMWARE clusters. And with a 99.999% uptime, your site will only have < 5 minutes of downtime a year.
The truth is, we want you to be skeptical because we know you’ll be pleased at all the answers you find. That’s why you should keep reading, and check out our security information.
- I’ve been holding off on switching legal tech platforms because I’m overwhelmed with all the options on the market. Why do real estate practices choose Centerbase over other practice management solutions?
Most legal software is just that - software.
Whereas Centerbase is an entire platform. We aren’t just billing, timekeeping, or accounting. We’re an entirely configurable solution that houses everything you need to run your real estate firm in one central place. This means when you’re building and running reports, our platform already knows what data you need and where to find it since our system is 100% interconnected.
And while most legal tech share similar features, we always take it one step further. Don’t settle for simple trust accounting. Manage as many trusts and retainers as you need for even just one client or matter. Don’t choose software that handles matter management well but can’t track production and origination. You deserve a platform like Centerbase that goes beyond just covering the basics and digs deep to give you solutions other software hasn’t even thought to create yet. Click here to see a detailed view of how we stack up against competitors.
- I’m looking for a solution to end all the extra clicking I do on my current platform. How does Centerbase help automate workflows for real estate practices?
The extra clicks between one tool to the next are a major time suck for you.
We automate everything in your real estate firm from intake to pre-billing to sending out reminders. Your matters are automatically updated with new billing and client information, and your clients are sent automated updates when there’s a change in their case or an appointment has moved. You can automate your entire intake process from the time your client enters their information on your website to conflict check. Even setting up a scoping call with your new client and opening a matter can be automated based on what your real estate practice needs. So you can finally do multiple tasks at once without feeling overwhelmed.
- My law firm only has 20 staff members. Can Centerbase still work for us?
Of course! We work with midsize firms that have anywhere between 20 to 100 staff members.
- I’m ready to change my legal tech platform, but I’m worried the implementation process will slow down my firm. Will we be able to run normally during the switch?
Absolutely! Time is quite literally money at your firm.
With our implementation process, you’ll have a smooth transition from your previous system to Centerbase without stalling your firm’s operations for even a second. We complete multiple rounds of test migrations and training to make sure that when your site goes live - it’s 100% ready for you.
Explore All Centerbase Core Features
Centerbase is More Than Just Legal Software
White Glove Data Migration and Implementation Service
Sit back, relax and let us do the heavy lifting. Our full-service migration and data conversion team makes it easy to switch to Centerbase with complete data-history imports.
Dedicated Client Support Team
You don’t have to go at 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.
Detailed Support Resources and Client Community
24/7 access to detailed product support articles, video training programs, and our thriving client community means your never left out in the cold.