Preserve Your Client’s Legacy and Privacy

Trust and estate planning clients share a wealth of personal and financial information with their law firm. The need to protect documents, and manage personal data in a professional manner cannot be ignored.

 

Trust and estate planning clients share a wealth of personal and financial information with their law firm. The need to protect documents, and manage personal data in a professional manner cannot be ignored.

 

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Trust and Estate Planning Software for You

Centerbase’s security, document management, and advanced trust account options allow you to build a system that streamlines the process of working with clients - while protecting and versioning their documents for internal use. Deliver an exceptional level service to your clients with our trust and estate planning software.

 

Centerbase is the only fully integrated, cloud-based practice management, billing & accounting trust and estate planning software.

Feature List

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MATTER MANAGEMENT

Track all the important matter information in one centralized location, accessible to your firm. Relate important documents, tasks, emails, and contacts directly to your matter. Learn more

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DOCUMENT MANAGEMENT

All your documents are at your fingertips. Organize and access them from anywhere on any device. Integrate with Microsoft Office to tie documents to timekeeping. Learn more

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BILLING

Dramatically reduce the time needed to generate and send invoices each month. Email invoices and accept credit card payments through Centerbase. Get paid faster. Learn More

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TRUST ACCOUNTING

Our fully integrated trust accounting gives your firm flexibility on how you manage your trust accounts while keeping you in compliance with your local and state Bar Associations.  Learn more

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INTEGRATED LEGAL ACCOUNTING

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

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CALENDARING

Track meetings, depositions, court dates and deadlines effortlessly. Enter time as you finish a task. Organize, visualize, and execute complex firm projects, matters, and litigation.  Learn more

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