The needs of an elder law client may range from planning, to the delivery of healthcare services, to social security benefits.
Centerbase’s custom fields and extensive reporting tools help you stay on top of multiple client files at once. Our seamless billing tools make applying trust payments simple and require no additional accounting tools. Finally feel like you have a handle on all of your cases so you can focus on preserving your client’s quality of life and legacy.
No longer track your marketing efforts on a spreadsheet. Centerbase gives you the tools to automate your intake process and keep track of all your important referral sources within the system. Learn more
Integrated Legal Accounting means double-entry is a thing of the past. Centerbase includes all of the accounting features you need to run your firm from one software, instead of relying on links between third-party accounting packages. Learn more
Reporting and analytics features give real-time insight into a firm’s productivity and profitability. Visualize data, view custom reports and graphical representations of billing hours, revenues, and invoices. Learn more
Capture your institutional knowledge and best practices with workflows that are configured to your firm’s processes. Dramatically reduce time and effort for client intake, conflict checks, invoice preparation and collections, standard document creation and more. Learn more