Customer Success
Your success doesn't
end at go-live.
Launching Centerbase is an important milestone — but it's only the beginning of your firm's journey. After implementation, your Customer Success team works alongside your firm to reinforce adoption, optimize workflows, introduce new capabilities, and ensure you're getting the most value from your investment. As your firm grows and your needs evolve, we're here to help you continue improving how you use Centerbase.
Customer Success begins where implementation ends. Once your implementation team confirms a successful launch, your Customer Success Manager becomes your strategic partner. Together you'll review adoption, identify opportunities to improve efficiency, introduce new product capabilities, and develop plans that support your firm's evolving goals. Rather than waiting for issues to arise, Customer Success proactively helps your firm continue realizing value from Centerbase.
What This Means for Your Firm:
- You'll have a dedicated partner after implementation.
- We'll help your firm continue improving.
- You'll stay informed about new capabilities.
- You'll have guidance as your firm grows.
What Your Firm Gets With Centerbase:
Dedicated Customer Success Manager
Long-term Partnership
Business Reviews
Product Guidance
Optimization Planning
Success Roadmap
Ongoing Help & Consultation
Guidance that evolves with your firm.
Your firm's needs don't stop evolving after implementation and neither does our partnership. As your practice grows, your Customer Success team is available to help you evaluate new workflows, optimize existing processes, introduce additional product capabilities, and identify opportunities to improve efficiency across your firm.
Dedicated Customer Success Manager
Your firm will have a dedicated customer success manager that will always be available to help your firm reach your goals.
Ongoing Consultation
Centerbase is always available for you to bounce ideas off of, or to ask complicated questions about the complex business of law.
Workflow Optimization
Work with Centerbase to review your automated workflows and optimize them wherever possible, reducing your manual workload.
Operational Best Practices
Get tips & tricks from Centerbase on best practices and manual workflow guidance.
Product Recommendations
Use Centerbase's extensive network of integration & service partners to offload difficult tasks or to connect your existing software with Centerbase's core platform.
Growth Planning
Grow into Centerbase's more complex functionality as your needs grow. Have a new business challenge on the horizon? Let Centerbase help.
Success Check-ins
Regularly receive check-ins from Centerbase experts to ensure that your success is ongoing.
Customer Success provides ongoing consultation that extends well beyond product support. Through regular conversations, your Customer Success Manager helps identify opportunities to improve operational efficiency, refine workflows, leverage automation, and adopt new Centerbase capabilities as they become available. Recommendations are based on your firm's goals and operational priorities.
What This Means for Your Firm:
- Continue improving after go-live.
- Receive recommendations tailored to your firm.
- Learn about new capabilities.
- Have a trusted advisor as your needs evolve.
Training
Learning doesn't stop
after implementation.
As your firm grows, your team changes, and Centerbase continues to evolve, ongoing education helps everyone stay productive and confident. Customer Success provides continued training opportunities, consultation, and guidance that reinforce best practices while helping your firm take advantage of new features and capabilities.
Continuing Education
Your firm's training doesn't end at implementation. Continual Centerbase software updates and hiring processes from your firm means ongoing training.
New Employee Training
Any time you hire someone new at your firm, they will have easy access to recorded Centerbase trainings to help jump-start their success.
Refresher Training
You don't need to be a new-hire to need training. Centerbase's recorded trainings are always available to your firm's staff whenever they need them.
Product Release Guidance
As new features are deployed to Centerbase's platform on a regular basis, release notes come packed with guidance on how to best utilize these new features and work them into your firm's existing processes.
Best Practice Workshops
Expect regular workshops from Centerbase on how to most efficiently utilize the platform to reduce your repetitive manual processes.
Feature Adoption Sessions
See a cool new feature, but don't know how best to utilize it? Let your Customer Success Manager assist on a guided video call.
Customer Webinars
Centerbase often hosts webinars for our clients to learn about upcoming functionality, or to be reminded about common functionality that your firm may not yet be using.
Customer Success identifies education opportunities that support long-term adoption. Training includes refresher sessions, onboarding for new employees, workflow coaching, and guidance on newly released functionality so your team continues building confidence over time.
What This Means for Your Firm:
- Keep employees confident using Centerbase.
- Train new staff consistently.
- Stay informed about new capabilities.
- Reinforce best practices.
- Increase the value of your investment.
Adoption & Optimization
Build confidence beyond implementation
The first months after go-live are an opportunity to reinforce adoption, answer questions, and refine how your firm uses Centerbase. Customer Success helps identify opportunities to improve workflows, reporting, automation, and user adoption.
Regular success reviews focus on user adoption, workflow efficiency, reporting needs, automation opportunities, and operational goals. Recommendations are prioritized to help your firm maximize the value of Centerbase over time.
What This Means for Your Firm
- Improve adoption across your firm.
- Discover new efficiencies.
- Continue optimizing workflows.
- Grow with confidence.
Adoption Reviews
Not sure you're fully utilizing all of Centerbase's functionality? Conduct an adoption review with your Customer Success Manager to be sure.
Workflow Optimization
Reduce your manual workload and margin for error by working with Centerbase to optimize your automated workflows.
Product Best Practices
Align your firm's operations with best practices and ensure your usage of Centerbase keeps your staff within industry guidelines.
Automation Recommendations
Find novel ways to automate your processes, allowing your staff to spend more time with clients and operations, and less time on repetitive tasks.
Reporting Guidance
Let your Customer Success Manager show you key metrics you can report on and how you can use those metrics to drive operational efficiency.
Success Planning
Keep your firm's eyes on the future. As your firm grows, so too will your usage of Centerbase's more complex features.
Business Reviews
Measure success together.
Regular business reviews provide an opportunity to evaluate progress, discuss upcoming initiatives, review product enhancements, and align future recommendations with your firm's priorities.
Business reviews ensure Centerbase continues supporting your firm's objectives long after implementation. Together we'll review adoption trends, discuss product enhancements, identify new opportunities, and develop recommendations that improve operational efficiency and support long-term growth.
What This Means for Your Firm:
- Regular strategic guidance.
- Continued alignment with business goals.
- Long-term partnership.
- Ongoing value from Centerbase.
Business Reviews
Conduct regular business reviews with your Customer Success Manager to keep Centerbase in sync with your business goals and KPIs.
Success Planning
Let your Customer Success Manager help you plan for the future by identifying missed opportunities in your processes and workflows.
Product Roadmap Discussions
See how Centerbase's upcoming features before they're live so you can plan feature adoption and solve your business challenges on day one.
Adoption Metrics
Keep tabs on Centerbase features and your firm's utilization of them to meet the legal industry's toughest challenges.
Goal Planning
Work with your Customer Success Manager to plan your software utilization goals.
Strategic Recommendations
Receive timely strategic recommendations from someone who knows your business just as well as you do: your Centerbase Customer Success Manager.
Schedule a Demo
Ready for Success?
Schedule a demo today and see how Centerbase's approach to customer success is different from other legal software providers.
Schedule a Demo