You’ll never have to sacrifice the features you loved about your legacy software - and you’ll enjoy the modernized benefits that will take your practice to the next level.
Centerbase’s customizable workflow tools and advanced calendaring options give office managers and staff the resources they need to stay on top of your clients and casework.
From straightforward projects like new business formations, to managing complex mergers and acquisitions, Centerbase outperforms the rest.
Enjoy customizable case workflows, which keep everyone on track. From the time a potential new client retains the firm to the day the case is settled, each step is monitored for completion.
The needs of an elder law client may range from planning, to the delivery of healthcare services, to social security benefits. But not to worry, Centerbase is powerful enough to handle all of it.
Whether you are on the plaintiff or defense side of an employment law claim, the list of required documents and filings is never-ending - and that's where we come in. Centerbase will give you the power to master your to-do list.
Family law firms have recurring demands from clients. Centerbase elevates the level of service you deliver to clients by automating many of the “in-between tasks” that slow your team down throughout the day.
Our automation and workflow tools begin the client intake process right from your website. Potential new clients who enter information into a form can be enrolled in an automated communication workflow.
In-House Counsel legal departments love our extensive matter management, tracking, and reporting capabilities. Put the power of years of legal project management, workflow rules, and financial tracking to work.
Insurance defense firms have to manage a high volume of cases. Task lists and workflows are created to route work to the first qualified team member, then, triggers send notifications to the next responsible party to begin their work.
Our suite of automation tools eliminates repetitive tasks and keeps cases moving at all times. Our document automation tools generate demand letters in seconds, then auto-assign a follow-up task to the corresponding team member.
Customize workflows for each project, case, transaction type or staff role. Combined with robust accounting and project billing, your team can stop making duplicate entries and manage all finances in one platform.