A live webinar for Coyote users transitioning to Centerbase
Thursday, May 21st at 3:30 ET/2:30 pm CT
Your firm is about to launch Centerbase, and we want to help make your transition from Coyote as smooth and successful as possible.
Join us for a live training webinar created specifically for former Coyote users. During this session, our team will walk through key Centerbase tools and workflows your firm will use day to day, with a focus on helping you get comfortable, confident, and ready to work in your new platform.
What You'll Learn
During this session, we’ll cover essential Centerbase features and workflows, including:
Advanced Search Capabilities: Learn how to quickly find matters, contacts, and records using Centerbase’s powerful filtering and search tools.
Form Designer: See how your firm can customize and build forms that support your unique workflows and internal processes.
Timekeeping: Discover efficient ways to capture time accurately from anywhere, so your team can stay productive and on track.
Potential New Clients Intake Process: Learn how to manage your intake pipeline and convert prospects into active clients with ease.
Why Attend
This webinar is designed to help your team feel prepared before launch. You’ll see Centerbase in action, learn how common workflows translate from Coyote to Centerbase, and have the opportunity to ask questions along the way.
Whether you’re handling matters, tracking time, managing intake, or searching for key information, this session will help you start strong.
Mark your calendar for 3:30 PM ET / 2:30 PM CT on Thursday, May 21 and secure your spot!
Can't make it? Be sure to register and we will send you the recording.
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You know the risks. Now build the response. This session delivers a practical framework for AI governance — and a preview of the 90-Day Blueprint your firm can put to work immediately.
Tuesday, August 11th at Noon ET/11:00 am CT
Why Attend
Understanding the problem is step one. Building the strategy is what protects your firm. In this 70-minute session, Debbie Foster, CEO of Affinity Consulting Group, moves from risk to action — walking through the four pillars of ethical AI strategy, what it means to design supervision into workflows rather than assume it, and how to assess where your firm sits on the AI maturity curve. The session closes with a preview of the 90-Day AI Strategy Blueprint and an invitation to build your firm's own version in a complimentary 1:1 session.
What You'll Learn
The Four Pillars of Ethical AI Strategy System architecture, workflow design, governance, and continuous oversight — and why all four are required for compliance that holds up under scrutiny.
Supervision by Design The six-step AI supervision workflow, the audit trail standard, and the six questions every firm should be able to answer about AI use on any matter within 48 hours.
The AI Strategy Maturity Model A self-assessment framework that shows you exactly which stage your firm is at — and what it takes to move to the next one.
The 90-Day Blueprint Preview A three-phase roadmap: Assessment, Design, and Implementation. What to do in the first 90 days — and what sustainable governance looks like after that.
Who Should Attend
Managing partners and firm leadership responsible for governance and risk
Legal operations and technology directors overseeing AI tool adoption
In-house and corporate legal teams navigating AI compliance obligations
Any attorney or legal professional making decisions about AI use at their organization
Attendees of Part 1 are encouraged to join — but Part 2 is designed to stand alone for those joining the series for the first time.
Mark your calendar for 12:00 PM ET / 11:00 AM CT on Tuesday, August 11 and secure your spot!
Can't make it? Be sure to register and we will send you the recording.
This session is presented by NetDocuments and Centerbase in partnership with Affinity Consulting Group.
About the Speakers:
Debbie Foster is a nationally recognized thought leader on people, strategy, efficiency, and innovation in professional legal organizations. Her 20+ years of experience, combined with a mix of strategic management and strong leadership skills, has enabled Debbie to develop a unique ability to work with law firms and legal departments to transform and build future-proof organizations while navigating the ever-changing landscape. Debbie consults with firms across the country, helping them solve their most challenging issues
Rob Joyner, a Cofounder of Centerbase, has spent the past ten years working with law firms in legal technology. Today, he is the Senior Vice President of Business Development at Centerbase, helping law firms future-proof their technology and executing new ideas to maximize firm profitability. Rob is also co-host of the Mostly Legal Podcast, which focuses on elevating and supporting the legal administrator profession. He holds a Bachelor of Arts degree in Marketing.
87% of large law firms report active AI use. Fewer than 50% have governance frameworks to match. This session shows you exactly where the exposure is — and what separates a policy from a strategy.
Wednesday, July 13th at Noon ET/11:00 am CT
Why Attend
AI adoption inside law firms is no longer experimental. It's embedded. And for most firms, it's already creating ethical exposure that leadership hasn't seen yet. In this 60-minute session, Debbie Foster, CEO of Affinity Consulting Group, walks through the four failure patterns driving the majority of AI ethics violations in law firms today — and reframes what it means to have an AI strategy that actually protects your firm.
What You'll Learn
The Ethics Gap Why most firms are further behind on AI governance than they realize — and what the data actually shows about where the industry stands today.
The Four Failure Patterns Where AI ethics violations are actually happening: unverified output, supervision gaps, confidentiality exposure, and billing integrity. Real scenarios, real rules, real risk.
Policy vs. Strategy Why a written AI policy is not the same as an enforceable AI strategy — and what the difference means for your firm's professional responsibility exposure.
Who Should Attend
Managing partners and firm leadership responsible for governance and risk
Legal operations and technology directors overseeing AI tool adoption
In-house and corporate legal teams navigating AI compliance obligations
Any attorney or legal professional making decisions about AI use at their organization
Mark your calendar for 12:00 PM ET / 11:00 AM CT on Wednesday, July 13 and secure your spot!
Can't make it? Be sure to register and we will send you the recording.
This session is presented by NetDocuments and Centerbase in partnership with Affinity Consulting Group.
About the Speakers:
Debbie Foster is a nationally recognized thought leader on people, strategy, efficiency, and innovation in professional legal organizations. Her 20+ years of experience, combined with a mix of strategic management and strong leadership skills, has enabled Debbie to develop a unique ability to work with law firms and legal departments to transform and build future-proof organizations while navigating the ever-changing landscape. Debbie consults with firms across the country, helping them solve their most challenging issues
Rob Joyner, a Cofounder of Centerbase, has spent the past ten years working with law firms in legal technology. Today, he is the Senior Vice President of Business Development at Centerbase, helping law firms future-proof their technology and executing new ideas to maximize firm profitability. Rob is also co-host of the Mostly Legal Podcast, which focuses on elevating and supporting the legal administrator profession. He holds a Bachelor of Arts degree in Marketing.
Why MSOs matter and what they mean for the future of law firms
Managed Services Organizations, or MSOs, are quickly becoming one of the most important emerging topics in the legal industry.
As firms look for new ways to improve operations, create flexibility, access capital, and scale efficiently, MSOs are moving from niche concept to serious strategic conversation.
In this webinar, we’ll break down what an MSO is, why it is gaining traction, and what it could mean for the future of law firms of all sizes. Whether you are a legal administrator trying to stay ahead of industry change or an attorney thinking about long-term firm strategy, this session will give you a practical foundation for understanding what is coming next.
Wednesday, April 29th 2026 at 12:00pm ET|11:00am CT
Why Attend
The legal industry is changing. Structures that once felt fixed are beginning to shift, and Managed Services Organizations are at the center of that change.
For larger firms, MSOs may offer a path to redesign back-office operations and explore new investment structures. For small and midsize firms, they can create access to shared services and economies of scale that would be difficult to build independently.
This is not just a trend to watch from a distance. It is a development that legal professionals should understand now so they can have smarter, more informed conversations as these models gain momentum..
What You'll Learn
What a Managed Services Organization is and how it differs from a traditional law firm structure
Why MSOs are gaining attention across the legal industry
How firms are using MSOs today for accounting, IT, HR, and other back-office functions
How MSOs may create new strategic options around growth, ownership incentives, and outside investment
What legal administrators need to know so they can confidently participate in internal firm discussions
What this trend may mean for the future of law firm operations and the business of law
Mark your calendar for 12:00 PM ET / 11:00 AM CT on Wednesday, April 29 and secure your spot!
Can't make it? Be sure to register and we will send you the recording.
About the Speaker:
Cecy Graf is a CEO and former Am Law 200 Chief Financial Officer with deep expertise in law firm operations, financial systems, and emerging Managed Services Organization (MSO) models. She specializes in restructuring how legal businesses operate, separating the practice of law from the business of law to improve scalability, profitability, and capital efficiency. Cecy has led complex financial and operational transformations across traditional law firms, private equity-backed legal platforms, and legal technology ventures. Her work focuses on redesigning operating models, implementing modern financial systems, and driving data-driven decision-making that directly impacts partner economics and firm growth. She has played a central role in evaluating and deploying enterprise financial platforms, modernizing billing and revenue workflows, and advising on the integration of technology, operations, and finance within evolving legal business structures. Her experience spans both the internal leadership of large firms and advisory roles supporting early-stage and growth companies preparing for scale. Cecy’s work is grounded in a clear objective: turning fragmented, partner-driven organizations into disciplined, scalable businesses without undermining the professional core of legal services.
You Worked Those Hours. Now Get Paid for All of Them.
Join us for an exclusive webinar announcing the launch of Centerbase’s integration with Billables AI — now available for customers.
Billable time shouldn’t slip through the cracks.
Billables AI captures every billable minute automatically — and posts it directly into Centerbase. No timers. No end-of-day catch-up. No lost revenue.
In this live session, we’ll show you exactly how it works with your Centerbase environment — and how your firm can start capturing 10–30% more billable time.
Wednesday, April 22nd 2026 at 1:00pm ET|10:00am PT
What You'll Learn
How AI Captures Time While You Work
Billables AI runs in the background, tracking email, calendar events, documents, and video calls — automatically. Nothing to log. Nothing to remember.
How Narratives Are Written for You
Automatically generated, billing and OCG-compliant descriptions are created in seconds. You review. You approve. Done.
How It Seamlessly Posts to Centerbase
Time entries post directly to the correct matter in Centerbase. Approve your time with a simple interface — one click to bill.
Why This Matters for Your Firm
10–30% more billable time captured vs. manual methods
0 manual time entries required — fully automatic
100% passive capture across email, calendar, docs, and video calls
If your attorneys are still reconstructing their day at 8 PM, you’re leaving revenue on the table. This fixes that.
Mark your calendar for 1:00 PM ET / 10:00 AM PT on Wednesday, April 22 and secure your spot!
Can't make it? Be sure to register and we will send you the recording.
About the Speakers:
Nancy Jeng is the co-founder of Billables AI, an automated time-tracking and task intelligence platform for lawyers and professional service providers. She began her career in the professional services industry, spending a decade leading communications strategy at several national advertising agencies, where she led client service operations and experienced firsthand the inefficiencies of timekeeping. She later moved into tech, overseeing SMB content marketing at Google before leading consumer and creator product marketing at Pinterest, where she helped launch the company’s first monetization products. Her work today focuses on how AI can transform the operations of professional services firms.
Rob Joyner, a Cofounder of Centerbase, has spent the past ten years working with law firms in legal technology. Today, he is the Senior Vice President of Business Development at Centerbase, helping law firms future-proof their technology and executing new ideas to maximize firm profitability. Rob is also co-host of the Mostly Legal Podcast, which focuses on elevating and supporting the legal administrator profession. He holds a Bachelor of Arts degree in Marketing.
A practical framework for evaluating law firm marketing in 2026.
The marketing playbook law firms relied on for years has quietly changed.
Artificial intelligence is reshaping how visibility, credibility, and trust are established — often before a prospective client ever visits a firm’s website or reaches out directly. Many firms are still operating with strategies designed for a pre-AI environment, without realizing where they may be falling behind.
This session is designed to help firm leaders and marketing professionals step back and evaluate their current marketing approach through an AI-informed lens — without jargon, hype, or tactical overwhelm. Attendees will leave with a clear framework and practical prompts to assess what’s working, what’s outdated, and where strategic adjustments are needed for 2026.
Tuesday, February 3rd 2026 at 12:00pm ET|11:00am CT
Why Attend
Your marketing is being evaluated by AI before a client ever calls you. Learn how to pressure-test your strategy and make sure it still works in 2026.
What You'll Learn
Understand how AI is changing the environment in which law firm marketing operates and is evaluated
Learn a practical framework for assessing visibility, credibility, and clarity across existing marketing efforts
Walk away with concrete prompts and questions to guide smarter, more confident marketing decisions in 2026
Mark your calendar for 12:00 PM ET / 11:00 AM CT on Tuesday, February 3rd and secure your spot!
Can't make it? Be sure to register and we will send you the recording.
About the Speaker:
Jessica Aries founded By Aries after more than a decade in legal marketing, business development, and digital strategy across boutique and Am Law 200 firms. She helps lawyers and marketing teams increase visibility, strengthen client relationships, and drive measurable growth through strategic advisory, training, and AI-supported programs. Known for blending human-centered storytelling with practical AI adoption, Jessica builds scalable digital and content frameworks that activate networks, build credibility, and modernize firms without losing their culture.
Jessica currently serves on the Legal Marketing Association's International Board and serves on the International Legal Technology Association (ILTA) Events Committee. She is a sought-after speaker and trainer recognized for guiding legal marketing leaders through digital transformation and the real-world use of AI.
