Integration — Microsoft 365
Your firm already lives in Outlook and Word. Your practice management does too.
Centerbase connects directly to the Microsoft 365 tools your attorneys and staff use every day — so nothing about how your firm works has to change, and everything about how much it captures does.
Request a Demo*Microsoft, Excel, Microsoft 365, Outlook, and Word are trademarks of the Microsoft group of companies. Use of these marks reflects product interoperability and does not imply sponsorship, endorsement, or certification by Microsoft.
Overview
One platform. No relearning.
Most practice management software asks your firm to adapt to it. Centerbase adapts to you. Because Centerbase is built to work inside Microsoft 365 and not around it, your team keeps working in Outlook, Word, and their calendar exactly as they do now. The difference is what happens behind the scenes: Email, documents, calendar activity and time can stay connected to the right client and matter, giving the team one place to see the work in context.
Capture more billable time.
Capture billable time within applications you already love like Outlook and Word.
Keep your firm in sync.
With a bi-directional sync through Outlook, your firm's calendars are synced and matching at all times.
Gain efficiency using tools you already love.
Save time generating documents, tracking down emails, and more with Microsoft integrations and Centerbase workflows.
That's the whole idea: three systems, one connected experience. SharePoint securely stores your documents. Centerbase gives every one of those documents client and matter context. Outlook and Word are simply where your team already works and now wired directly into the matter record in Centerbase.
Request a DemoOutlook Integration
The email experience
that never loses a thread.
With Centerbase's Outlook integration, emails and their attachments are filed directly to the matter they belong to, so: that important client email sent to one attorney is no longer invisible to everyone else on the matter.
- Keep important messages from getting lost. Case-critical correspondence stays with the matter permanently, even if the person who received it leaves the firm.
- Ensure correspondence are not missed. Team members who weren't copied on the original email can still see the full conversation the moment it's filed.
- Minimize emails getting scattered. All matter-related email lives in one place, searchable and organized by client and case, not buried across individual inboxes.
This works the way your firm already works, inside the Outlook you already use.
Screenshot of an Outlook email inbox directly inside an attorney's Centerbase application.
Word Integration
Record time entries
inside Outlook and Word.
Billable time is the easiest thing for a firm to lose, not because attorneys aren't working, but because logging it competes with everything else they're doing. Centerbase closes that gap in two ways:
- Log time without leaving your inbox or your document. Record time entries directly inside Outlook and Word. No app-switching, no end-of-day reconstruction.
- Or let it happen automatically. For firms that want to eliminate manual time entry altogether, Centerbase offers Automatic Time Capture which is a built-in timer that tracks working time as it happens, so nothing is missed and nothing is estimated after the fact.
The result is fewer unbilled hours, and a more accurate picture of the work your firm is actually doing.
A list of automated time capture entries in Centerbase generated from Microsoft products.
Sharepoint Integration
Documents that live
exactly where they belong.
Centerbase doesn't ask your firm to move its documents into a new, unfamiliar storage system — because your documents already live in Microsoft 365, and that's exactly where they stay.
- Create a matter, and the structure is already there. Centerbase connects each matter to its SharePoint document structure, including the ability to create or map an existing SharePoint folder.
- Work in Word like you always have. Draft, edit, and save documents directly from the matter, with client and matter information already in context.
- Find everything in one place. Every document tied to a matter is visible directly from that matter's record in Centerbase and organized by case, not buried in folders you have to hunt through.
Your team gets one intuitive place to find anything related to a matter without ever being forced out of the Microsoft tools they already know.
Screenshot of Sharepoint documents listed in Centerbase, showing their association with a case matter.
Leverage your Microsoft investment
Built to work with Microsoft 365.
Centerbase works inside the tools your firm already uses. Outlook and Word connect straight to your matters, so time gets captured where the work happens instead of reconstructed at month end. Billing, accounting, and daily operations run on one configurable platform built for the business of law.
That means the investment your firm has already made in Microsoft licensing goes further.
Your practice, your Microsoft 365, one connected solution.
*Microsoft, Excel, Microsoft 365, Outlook, and Word are trademarks of the Microsoft group of companies. Use of these marks reflects product interoperability and does not imply sponsorship, endorsement, or certification by Microsoft.
Why Centerbase
Why firms choose to build on Centerbase + Microsoft 365.
Centerbase is built from the ground up to work with the Microsoft products your firm already runs — Outlook, Word, and SharePoint — so matter context flows automatically from your inbox to your documents to your file library. Your firm isn't adding another system to manage. It's working inside the Microsoft environment it already knows, with everything organized around your matters. That consistency carries through every stage of a case, from the first client email to the final billed hour. New matters inherit the same organized structure automatically, documents stay exactly where your team expects to find them.
For firms already invested in Microsoft 365, that means faster adoption, less retraining, and a system your team trusts from day one, because it already feels familiar.
Centerbase is different
Where Centerbase stands apart.
Not every "Microsoft-integrated" legal software is built the same way. Some providers connect to Outlook and Word through add-ons layered on top of a separate proprietary system. Others advertise Microsoft partnership status without much detail behind it. Centerbase can demonstrate how it is truly integrated:
- Real automation, not just reminders. Where many competing platforms offer little more than a manual "add a time entry" prompt inside Outlook, Centerbase's Automatic Time Capture actively tracks billable time as it happens where no attorney has to remember to start a timer or reconstruct their day after the fact.
- Email that understands your matters, not just your inbox. Many integrations sync calendars and contacts but stop there. Centerbase reads emails in the context of the matter itself then filing them where they belong, so nothing depends on who happened to be copied.
- One connected document experience, not a second filing system. Some platforms ask firms to adopt an entirely separate, proprietary document vault on top of Microsoft 365. Centerbase keeps documents inside the Microsoft environment your firm already trusts — SharePoint stores them, Centerbase gives them matter context so there's no migration into a walled garden.
- Every core Microsoft integration, included. Outlook filing, calendar sync, and Word document generation come at no added cost beyond your existing Microsoft 365 subscription and is not positioned as a premium upsell.
Firms don't have to choose between the practice management platform they want and the Microsoft environment they already run on. With Centerbase, it's the same environment, just organized around your matters.
Screenshot of automated time entries in Centerbase collected from Microsoft products.
Screenshot of an Outlook email inbox inside an attorney's Centerbase application.
Screenshot of a document list from Sharepoint inside Centerbase, showing those documents' relations to case matters.
Screenshot of a Word document automatically collecting billable time via Centerbase's Automatic Time Capture feature.
Testimonials
High-performing law firms rely on Centerbase's Microsoft 365 integration.
If you're not evolving, and constantly changing, and improving, you're gonna get passed by eventually. And that's what I've always enjoyed here is the diversity of role and responsibility. But Centerbase allowed us to elevate it to a whole new level.
Rob Sadler
Firm Administrator, Hofheimer Family Law
I would definitely recommend Centerbase to another firm that was looking for a cloud-based solution.
Eve Kramer
Firm Administrator
Centerbase increased our efficiency 10-fold with timekeeping and document storage.
Kate Mataya
Senior Associate Attorney, McClure Law Group
FAQs
Frequently Asked Questions
Do I need a specific type of Office 365 account for this to work?
Yes. Centerbase syncs with Microsoft-hosted Office 365 only. Third-party hosted or on-premise versions of Office are not supported.
Can I control which Outlook events sync into Centerbase?
Yes. By default, all events created in Office 365 will push into Centerbase. If a firm prefers more control, a text prefix can be set so only events tagged with that prefix sync over, keeping personal or unrelated calendar items out of Centerbase.
Is the calendar sync one-way or two-way?
Both options are supported. Firms can choose one-way sync (Centerbase to Outlook only) or two-way sync (updates flow in both directions). Once an event is synced, edits and deletions stay in sync automatically going forward.
Can I log in to Centerbase using my Microsoft credentials?
Yes. Centerbase supports single sign-on through Outlook, so users can log in with the same Microsoft credentials they already use every day, reducing password fatigue and strengthening account security.
Does this integration work for Mac and Apple users, or just Windows/PC?
Yes, the synchronization works for Apple users as well, not just Windows.
Is there an additional cost to use the Microsoft integrations with Centerbase?
No, there is absolutely no added charge for using the Microsoft tools you love with Centerbase.
What happens if I make a change on one platform after an event has already synced?
Once an event has synced between Centerbase and Outlook, any future edits or deletions made on either platform will automatically carry over to the other, so there's no need to update the same event twice.
Schedule a Demo
Gain efficiency using the tools you already use.
Capture more billable time. Increase your efficiency. Gain more visibility. By just using the Microsoft tools you already know and use with Centerbase.
Request a Demo