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Preserve Your Client’s Legacy and Privacy

Run Your Trust & Estate Planning Law Firm on Centerbase.

Trust and Estate Planning clients share a wealth of personal and financial information with their law firm. The need to protect documents, and manage personal data in a professional manner cannot be ignored.

Centerbase’s security, document management, and advanced trust account options allow you to build a system that streamlines the process of working with clients. While protecting and versioning their documents for internal use. Deliver an exceptional level service to your clients with the peace of mind you need to focus on preserving their legacy.

 

Trust & Estate Law Firm Software - Centerbase

Centerbase is the only fully integrated, cloud-based practice management, billing & accounting program for trust & estate planning firms.

Matter Management

Track all the important matter information in one centralized location, accessible to your firm. Relate important documents, tasks, emails, and contacts directly to your matter. Learn more

Calendaring

Track meetings, depositions, court dates and deadlines effortlessly. Enter time as you finish a task. Organize, visualize, and execute complex firm projects, matters, and litigation.  Learn more

Document Management

All your documents are at your fingertips. Organize and access them from anywhere on any device. Integrate with Microsoft Office to tie documents to timekeeping. Learn more

Billing

Dramatically reduce the time needed to generate and send invoices each month. Email invoices and accept credit card payments through Centerbase. Get paid faster. Learn More

Trust Accounting

Our fully integrated trust accounting gives your firm flexibility on how you manage your trust accounts while keeping you in compliance with your local and state Bar Associations.  Learn more

Integrated Legal Accounting

Integrated Legal Accounting means double-entry is a thing of the past. Centerbase includes all of the accounting features you need to run your firm from one software, instead of relying on links between third-party accounting packages.   Learn more

Learn why firms switched to Centerbase from Abacus Law®Amicus Attorney®PC Law®ProLaw®Tabs3®Time Matters®Timeslips®