Getting started with Centerbase

Everything you need to know to get started and get to work in Centerbase.

What is Centerbase?

Centerbase is a complete legal practice management, billing, and accounting platform that lives in the cloud. It’s where the people you need, the information you share, and the data you use come together to get things done, no matter where it happens.

Centerbase includes:

  • A full stack of financial, practice, and document management tools
  • Confidential client contact services (including real-time texting)
  • Total customizability for long-lasting use
  • Scalable licenses that can be adjusted at any time
  • 150-250 software enhancements every six to eight weeks
  • Three role-based pricing tiers
  • Web-based tools, so minimal setup is required
  • Simple turnkey data migration for a seamless transition
  • Tailored training for your staff
  • A personalized success plan

Practice Management

With our practice management software, you can track important case information and related matter files all in one place. However, we go a step further than traditional software by offering visualized kanban task management and instant messaging tools – so staying connected and briefed on what’s due is just a click away.

Billing & Accounting

If you have doubts about the effectiveness of cloud-based billing and accounting solutions, we’re here to quell them entirely. Although server-based used to be the best route to managing the books, Centerbase has kept what you need while also raising the bar on legal financial management software.

With new features such as automated timekeeping, electronic pre-bill approval, and integrated bank feeds, this has changed the game for many of our clients, improving accuracy on billing statements by as much as 30%.

Document Management

Our built-in document management system means you keep track of – and work with – your client files from the same place you’re managing their matters. For firms using NetDocuments, Centerbase offers a powerful integration that lets you see directly inside of NetDocuments while within Centerbase.

Client Experience

A benefit for your clientele by using this software are client experience features to keep in close contact and update them seamlessly throughout their case. This integration includes being able to text message directly from our web or mobile app (with the record being kept between all devices).

Even better, our convenient portal provides all important case documents and deadlines, so they’re less likely to call and more likely to check there first, saving your firm time and man hours.

How can Centerbase help my team members?

When designing Centerbase, we carefully considered each person’s role within a law firm, with an overall goal of making everyday tasks easier.


As a Firm Administrator or COO, you’re the true heartbeat of your firm – busy constantly trying to maintain alignment between everyone. Make the best use of your time with real-time dashboards, firm-wide calendaring, and custom reporting features so you have all the information you need right at your fingertips.


Centerbase helps attorneys save time without doing more work (the true meaning of less is more). Whether you’re sending an email while in line at the store or in bed reviewing a file, account for all your billable time with at-your-fingertip timesheets. Plus, the convenient, single-matter area for all case-related information makes accessibility with your team seamless and ultra simple.


Paralegals love Centerbase because it also helps them do their job more efficiently. We’ve focused on streamlining the client onboarding experience, making calendaring deadlines easier, and locating documents faster. Once cases are created, you are also able to automatically calculate and calendar deadlines based on your local jurisdiction (how’s that for convenience?).

Billing & Accounting Teams

The billing and accounting team has one of the most important jobs at the firm: to maintain cash flow so the doors stay open. We’ve created modules specifically designed to reduce extra clicks, eliminate duplicate entry, and help your team get the bills out faster each month. Those saved clicks add up over time, too. Case study could go here too illustrating time saved over the course of a year, etc.

Why should I choose Centerbase instead of another legal management software?

Let’s be honest, there are a lot of law firm management software options for any firm to consider. We’ve created content on our legal resource library to help you quickly identify which type of software is best for your firm.

In addition to the content we’ve created on our website, here are a few reasons why Centerbase is a great for any law firm to consider:

#1: We can serve your firm for the next 20+ years

We understand changing software is an expensive investment for any law firm. When you decide to make the switch, you’ll want to ensure the software you purchase serves you today and for many years to come.

Many legal software products are rigid, meaning it will solve your problems today, but won’t evolve with your firm over time. The Centerbase platform was designed to be dynamic and flexible with your firm’s needs. Although we offer an out-of-the box product, our platform adapts to midsize firm needs – both today and ten years from now.

#2: Flexible payment structure

Our pricing is scalable. You have the freedom to add or subtract licenses as you need them, instead of investing in perpetual software licensing at a fixed rate. Also, since Centerbase is cloud-based, you have quick access to the majority of our extra integrations and tools from the web, which requires minimal setup.

#3: We’re dedicated to bringing the latest technology to law firms

Our in-house product and development teams work around the clock to understand what your team’s needs are. You can expect to receive 150-250 enhancements to your Centerbase site every six to eight weeks

How much does Centerbase cost?

Since Centerbase is such a customizable software, our pricing structure varies by client. We offer a three tiered pricing system that’s role-based instead of feature-based, so you’re not paying the same amount for your receptionist for full access as you would a partner at the firm.

Staff: Robust practice management tools that help firms organize cases, maximize productivity and run more efficiently.

Timekeepers: Our Staff plan plus powerful timekeeping tools that help capture every billable minute throughout your day.

Billing & Accounting: Our Timekeepers plan plus integrated financial management tools that help you streamline your billing and accounting.

To help project costs, visit our subscription calculator on our pricing page to create a package that matches your firm’s needs.

How do I get started?

Above all, from our experience moving hundreds of law firms to Centerbase from existing on-prem and over SaaS software packages, our top priority is making sure our software will be a great fit.

Here is what the typical process up until onboarding looks like:

Schedule a Demo

First, we’ll set up a one-hour virtual demo with one of our law firm experts. Click here if you’d like to schedule a demo now.

On the initial demo, we’ll focus on three different topics:

  1. How your firm uses software today and your additional software needs
  2. Provide an overview of our platform, discussing how our program will fit within your law firm.
  3. Reserve time at the end of the presentation to answer specific questions you may have.

After the initial demo, if needed, we’re happy to schedule additional, deep-dive demos to explore different areas of our software such as practice management, billing, or accounting. We believe this personalized time is essential to ascertaining your current and long-term needs. It’s our utmost priority that Centerbase is a great fit for your entire team before moving forward.

Scoping call

Once we’re all aligned that Centerbase will be a good fit for your firm, your team feels, the next step is to set up a scoping call. The purpose of a scoping call is to plan out your transition with one of our conversion specialists.

We’ll discuss:

  1. Data migration: What data do you want to bring over from your previous software into Centerbase? A benefit to working with us is we’re well-versed in data migration. We can provide turnkey migrations from the majority of law firm software packages, so you can pick up right where you left off in your previous system without missing a beat.
  2. Training: We’ll create a tailored training program based on your team’s needs. We offer both web training and onsite training options.
  3. Success plan: Our team will put together a personalized success plan for your firm. We’ll begin the plan design by discussing when you want to go live with Centerbase. From there, we’ll schedule important deadlines and responsibilities for your team and ours.

Get Started!

Finally, we’ll jump on a call to go over the proposal we’ve prepared. If you feel comfortable with our project plan, you’ll be able to eSign our proposal and we’ll generate a bill. Once payment is received, we’ll send over an email to schedule your project kickoff call.

We hope this guide was helpful to understanding everything that’s involved with Centerbase and onboarding with us. If you have any additional questions, we’re always on hand to chat – feel free to contact us or learn more about the team whose passion is law firm success.