We’ve been hard at work improving and optimizing Centerbase to make it faster, more reliable, and easier to use than ever. We’ve launched four major new features in what is one of our biggest releases to date, focused on helping our clients work from anywhere.
New Features
CLIENT PORTAL
Share documents, calendar invitations, and bills with clients from a secure white-labeled client portal
Make it easier for clients to pay 24/7 client access to view, pay and download bills without having to contact your billing team.
Single collaboration space for secure document sharing Create a place for clients to view, share and upload documents in a secure environment.
Share meetings and deadlines with clients Keep the casework rolling by sharing or sending matter deadlines, appointments and tasks with clients.
ELECTRONIC PRE-BILL APPROVAL
Edit, approve, and submit bills right inside of Centerbase - no printing, paper, or pens required
Make inline edits View all inline markups made to a bill by a previous approver and highlight changes made.
Create a single or multiple step approval process Send a pre-bill up the approval chain, moving a single bill from one person to the next once it’s been approved.
Track every change Keep electronic records of attorney changes to a pre-bill.
Make your billing team smile Relieve pressure on your billing team by having the attorneys make mark-ups directly to the bill.
Note: This is an add-on feature that requires an additional subscription purchase. Please contact sales for more information.
AUTOMATIC TIME CAPTURE
Automatically capture client phone call and text conversations
Secure chat threads from matters in Centerbase Members from your firm can chat with clients inside of Centerbase through secure channels directly from the matter.
Text messages from private phone numbers Securely text clients from the Centerbase web or mobile app from a dedicated private phone number. Messages and responses from clients are tracked on their matter and automatically captured as billable events.
Capture time spent calling your clients Call clients directly from the Centerbase mobile app. The duration of the phone call is automatically captured as billable time and can be converted to a billable event at any time that is convenient for you.
Note: This is an add-on feature that requires an additional subscription purchase. Please contact sales for more information.
TASKFRAME™
Work with your team from anywhere, using our kanban style task management
Keep track of all tasks Create task boards for yourself or your team to keep track of all your important tasks.
Easily assign tasks to your team members Assign tasks to other team members. Track progress and see when tasks have been completed.
See everything your team’s working on See what everyone is working on at anytime. Easily reshuffle tasks as needed.
General Improvements
New Version of Outlook, Word Add-ins
Improved file management capabilities
Now able to save Emails to the file system
Now able to save to folders other than the directly Linked Record’s folder
New Version of Mobile App
Adds Calendar
Adds Generic Record Management
Removed discrepancy between opening Record List and refreshing it
Improved sorting on Online Banking grids
Improved search results that include special characters or “noise words” (ex. and, to, the, for)
Increased consistency of printed version of the Profit and Loss Report
Fixed issue where Payments from Trust created through LawPay would not show in Pending Operating to Trust
Changed “Set System Search Settings” to also control whether a User can edit which Records get included in a Conflict Check
Fixed issue where a bill could not be viewed if another bill for that matter had a non-integer Invoice Number
Fixed issue with the “Use Last Form Layout” setting that would cause errors if the last used layout had been deleted
Added various validation to Mass Editing Records from the “Actions” dropdown
Updated account register to show payee, ref num, and memo for more Transactions
Many fixes and improvements to Time Entry Approval and Pre-Bill Approval
Changed how ‘Today’s Tasks’ list is made to exclude Taskframe cards without a Due Date
Fixed issue where Update Commands on Workflows would not change all parts of an Address Field correctly
