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.
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 the peace of mind you need to focus on preserving their legacy.
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