Proven Service & Support
The Centerbase experience.
Changing the software that manages your firm's matters, billing, accounting, documents, and daily operations is a significant decision. Centerbase begins every implementation with an assessment of your current environment and guides your firm through a structured implementation process with defined milestones, dedicated specialists, role-based training, and ongoing communication.
What you get with Centerbase:
- Implementation Assessment
- Dedicated Project Manager
- Shared Timeline
- Implementation Roadmap
- Defined Milestones
Every engagement begins with a discovery session to understand your firm's current software, operational priorities, reporting needs, and migration objectives. Your implementation manager creates a project plan with documented milestones, scheduled reviews, and shared responsibilities so your team always understands what happens next and when key decisions are required.
What this means for your firm:
- A structured implementation plan from day one.
- Clear expectations and responsibilities.
- Dedicated guidance throughout the project.
Implementation Process
A proven process designed for law firms.
Every implementation follows a structured framework that guides your firm through discovery, configuration, migration, validation, training, and launch. Each phase includes defined deliverables, customer reviews, and approval checkpoints before moving forward.
Implementation Timeline
During implementation, you will be given a timeline of how long things are expected to take, with regular updates regarding the status of your implementation process.
Milestones
Major timeline events will be reported as milestones along the implementation timeline. Milestones offer assurances that things are moving along and provide valuable insights into the status of your implementation process.
Approval Gates
Along the way, your firm will be able to provide feedback to your implementation team. You will be asked for approval, and changes can be made as the implementation proceeds.
Deliverables
Centerbase will provide your firm with concrete deliverables during the implementation process that can be shared throughout the organization to keep all stakeholders updated.
Project Dashboard
A unified project dashboard will provide your firm with a single point of reference and source of truth for all implementation-related processes.
Structured Implementation Framework
Battle-tested & firm-approved.
Every implementation follows a structured framework that guides your firm through discovery, configuration, migration, validation, training, and launch. Each phase includes defined deliverables, customer reviews, and approval checkpoints before moving forward.
Rather than relying on informal project management, Centerbase follows a repeatable methodology that helps reduce implementation risk. Regular project meetings, documented decisions, milestone reviews, and customer approvals create transparency while allowing issues to be addressed before they affect the overall schedule.
- You'll always know the current project status.
- Progress is reviewed before advancing.
- Potential risks are addressed early.
Data Migration
Protect what your firm has built.
Your firm's data represents years of work. Before any production migration begins, Centerbase evaluates your current system, defines migration scope, maps your information, and prepares a migration plan designed around your firm's data and operational requirements.
Migration is not simply importing records from one system into another. Centerbase reviews source data, maps information to the new platform, performs a test migration, and works with your project team to validate representative matters, documents, financial information, and key business records. Any discrepancies are reviewed and resolved before production migration is approved.
What This Means for Your Firm
- Your data is reviewed before migration begins.
- You'll validate representative information before production.
- Migration proceeds only after customer approval.
Migration Assessment
Your data migration starts with an assessment to determine the volume and nature of your existing data before it makes its way into Centerbase.
Data Mapping
The results of your data assessment are used to create a mapping of existing data to its new location in Centerbase.
Migration Scope
The full migration process is outlined and defined before it begins so you know what to expect.
Dedicated Migration Specialist
An expert will be assigned to assist with your migration process and they will serve as your main point of contact for anything related to data migration.
Customer Validation
As data migrates, your firm will be given the opportunity to review and validate data in its new home, and make changes as needed.
Final Approval
Once the migration is deemed complete by Centerbase, your firm will have the final say before the migration project is wrapped up. This is a good time to perform any tests and review your holistic data structure.
Quality Assurance & User Acceptance Testing
Validate with confidence
before launch.
Before go-live, Centerbase performs Quality Assurance (QA) and guides your team through User Acceptance Testing (UAT). Together these activities confirm that configured workflows, migrated data, permissions, reports, and day-to-day business processes function as expected before your firm begins working in the new system.
What This Means for Your Firm
- Confidence that the system is ready for production.
- Your staff validates everyday work before launch.
- Issues are resolved before go-live.
Internal QA
Centerbase performs a Quality Assurance (QA) check against your data after migration to ensure that everything has migrated properly and is presentable.
Workflow Validation
Automated workflows are reviewed to ensure they accomplish their designated goals when importing new data.
User Acceptance Testing
Centerbase's experts work with your firm to validate all of your migrated data and ensure that it is stored and presented in a way you expect.
Go-Live Readiness Review
A final check is performed between Centerbase and your firm. Consider this a checklist for lift-off!
Training
Prepare every role for success.
Training is tailored to how each role uses Centerbase. Administrators, attorneys, accounting teams, billing staff, and support personnel receive practical instruction that prepares them for production use.
Role-based Training
Each role across your firm — Attorneys & timekeepers, managing partners, and administrative & operational staff — will receive training that is unique to their responsibilities.
Practice Exercises
Your staff will be given practice exercises as part of their training to ensure their understanding of Centerbase and how it's best utilized for your firm.
Launch Readiness
Centerbase will help your staff to be prepared for your launch date so you can hit the ground running on day one.
Recorded Learning
Recorded training sessions with Centerbase experts will always be available to your firm for review at any time, even after your implementation process is complete.
Training and UAT work together to build confidence before launch. Users learn the platform, practice common tasks, and validate their daily routines, so the transition to Centerbase is smooth and supported.
What This Means for Your Firm
- Users understand their responsibilities.
- Training supports successful adoption.
- Your team is prepared before launch.
Launch
Go-live with confidence.
Once migration, testing, and training are complete, Centerbase works with your team to execute the launch plan, monitor the transition, and provide support during the initial production period.
Launch readiness is reviewed jointly by Centerbase and your project team. After confirming migration, validation, training, and outstanding issues, your firm transitions into production with implementation support, followed by a seamless introduction to Customer Success and Support.
What This Means for Your Firm:
- A controlled transition into production.
- Support during the initial launch period.
- A clear path to long-term success.
Launch Checklist
Centerbase uses a launch checklist that covers every scenario we have come across during previous implementations.
Hypercare
Our implementation specialists are there to ensure your launch experience is smooth and comprehensive.
Support Introduction
Before launch, your firm will be introduced to their dedicated support specialists which will handle day-to-day technical support.
Customer Success Handoff
You will meet your customer success specialists that will be there to make sure that Centerbase does all it can for your firm's continued success.
Schedule a Demo
Ready for lift-off?
Schedule a demo with a Centerbase specialist today and see how the platform can transform the way you manage your firm.
Schedule a Demo