The Centerbase Blog.
Find legal technology and law practice management insights, education, trends, and actionable takeaways to advance your firm.

June 16, 2026
From System of Record to System of Action: How Extending the Fintech Layer Further Powers the Centerbase Platform for Midsize Law
Running a law firm is running a business, but the financial side of that business still looks surprisingly analog. Checks get printed and signed by hand, invoice details get keyed in twice, and payments get tracked in spreadsheets. These are the kind of manual tasks that lower efficiency: hours lost […]

June 15, 2026
Webinar Recap: Closing the Loop on Law Firm Accounts Payable with Centerbase and AvidXchange
Webinar: Centerbase and AvidXchange Integration In this on-demand session, we walk through the new AvidXchange integration built natively into Centerbase’s Vendor Pay module and demo the full workflow live. You'll see how AP automation works for the way law firms actually operate: selecting vendor bills, choosing payment preferences, validating with AvidXchange, and tracking everything in the Vendor […]

May 18, 2026
7 Billing Tasks Your Team Stops Doing the Day You Activate Payments
If your firm is already on Centerbase for practice management but still running collections through a separate payments tool, there's a quiet cost to that setup. It doesn't show up on an invoice. It shows up in the reconciliation steps your team runs at month end. It shows up in […]

March 19, 2026
Legal Project Management Playbook: Scope to Review
You scope a matter, assign the team, and start work. Then month-end arrives, and the budget has blown up. Scope creep surfaced too late, and time entries trickled in after the fact. Now you're writing down hours you can't defend to the client. Legal project management gives you a matter-by-matter […]

February 18, 2026
10 Lawyer Tax Deductions to Claim in 2026
Tax season is stressful when your expenses are scattered across receipts, cards, and spreadsheets. Small mistakes can add up fast. You might miss deductions you earned or claim something you cannot support. What counts as a real business expense? Which costs are off-limits? Knowing the rules about lawyer tax deductions […]

January 19, 2026
QuickBooks for Lawyers: What Law Firms Need To Know
Managing your firm's finances should not feel harder than practicing law. Many attorneys still struggle with billing, bookkeeping, and trust account rules. Retainers create extra steps. Matter-based billing adds more detail to track. Trust requirements leave little room for mistakes. Small gaps can turn into big problems. QuickBooks is a […]

December 16, 2025
Cloud Computing for Law Firms: Exploring the Cloud Shift
Law firms of all sizes are embracing cloud computing to streamline operations, reduce IT costs, and keep pace with modern client expectations. Driven by hybrid work, rising security demands, and pressure to operate more efficiently, cloud adoption has shifted from a forward-thinking experiment to a foundational component of what it […]

December 15, 2025
Legal Software Features: Top 11 Must-Haves in 2026
Practice management software vendors tout a multitude of features. But how are you supposed to sift through these features to figure out which ones will help you manage your firm? Before you purchase legal practice management software, it’s important to understand the capabilities that most programs offer, so you can […]

December 12, 2025
Accounting for Lawsuit Settlement Payments: Best Practices
Lawsuit settlement payments can introduce a high degree of complexity into law firm accounting, particularly for firms handling personal injury, employment, medical malpractice, or class action matters. These payments often represent large sums, flow through multiple parties, and trigger trust accounting, tax reporting, and compliance considerations. A single misstep can […]

December 8, 2025
Legal Operations Manager: Key Skills and Responsibilities
We’ve discussed before the scope and strategic importance of legal operations within law firms. It’s a discipline that gives firms structure, technology, and data to drive operational performance. Not every firm has a formal legal operations department, but top trends in legal ops show that firms are rethinking their approach […]

December 5, 2025
What Is Matter Management? A Legal Professional’s Guide
Matter management is the backbone of an organized, efficient, and profitable law firm. Whether your team handles high-volume litigation, complex transactional work, or a mix of both, the ability to track deadlines, manage documents, coordinate teams, and monitor financials in one unified system is what keeps your firm’s work moving […]

November 24, 2025
Law Firm Data Security: How to Build & Maintain a Secure Practice
Law firms have been and always will be stewards of client trust. But with cybercrime and data breaches on the rise, protecting client information as set forth in the Model Rules of Professional Conduct requires extra vigilance. Strong data security is also about safeguarding your firm’s credibility, ensuring business continuity, […]

November 7, 2025
Law Firm Financial Management: The Complete Guide for 2026
Financial management has always been the backbone of a law firm’s success. Timekeeping, billing, accounting, and expense tracking all feed into a firm’s financial health. But as 2026 approaches, that backbone is under more pressure than ever thanks to rising overhead costs, hybrid staffing models, cash flow volatility, and evolving client expectations that are challenging firms to think differently about how they manage […]

October 20, 2025
LPMS Software: A Comprehensive Overview for Growing Firms
Imagine it's 4 p.m. on Friday when a partner realizes three weeks of billable hours were never entered. At another firm, the billing cycle has stretched to over a month, and bills are sitting on desks, waiting to be printed, revised, reprinted, and mailed. Meanwhile, a third firm can't tell […]

October 3, 2025
Law Firm Budget: Best Practices, Challenges, and Tips for 2026
For midsize law firms, budgeting is more than a way to control costs. A law firm budget serves as a strategic financial compass that guides decision-making, supports growth, and ensures long-term stability. As 2026 approaches, firms face ongoing challenges that budgeting can help address: persistent rising expenses, hybrid operations, rising […]

September 12, 2025
Law Firm Profitability: How To Measure and Increase It
Profitability is one of the most critical measures of success for any law firm. But while it’s easy to fall into the mindset of “more billable hours equal more profit,” the full story of a firm’s financial health is more complex. Determining a law firm’s profitability is about more than […]

August 22, 2025
What Is Legal Operations? Scope & Strategic Importance
Modern law firms win on operations as much as advocacy. Legal operations (also known as “legal ops”) gives firms the structure, data, and technology to run the business side of law with discipline, so attorneys can focus on client work and results. This article explains what legal ops is, why […]

August 19, 2025
Centerbase Partners with Stripe to Launch Fully Embedded Payments for Law Firms
Centerbase Payments, a new embedded solution powered by Stripe, is helping midsize law firms streamline billing, speed up collections by 20%, and automate trust and operating workflows within the platform. Dallas, TX, August 19, 2025 — Centerbase, a leading legal practice management platform for midsize law firms, today announced the […]

April 9, 2025
What Is Trust Accounting? Rules, Types, and How-To
For legal professionals, understanding trust accounting is important to build client trust. This area of law firm accounting is a fundamental component of the legal industry because it involves the management of client funds that a law firm holds in trust for its clients and requires strict adherence to ethical […]

April 4, 2025
Law Firm Accounting: Best Practices for Efficiency and Compliance
Your law firm's accounting department helps the business stay on the right side of the law, when it comes to both internal operations and external relationships. Because legal work involves high stakes, accuracy is of the utmost importance in handling finances. Since law firms work with sensitive information, any misstep […]

March 31, 2025
Law Firm Management: The Ultimate Guide for Modern Firms
Managing a law firm requires more than overseeing cases and delegating tasks—it demands a strategic approach that balances client expectations, regulatory compliance, and operational efficiency. Clients seek timely, high-quality legal services with clear communication, while attorneys and law firm administrators navigate evolving regulations, intricate trust accounting rules, and stringent data […]

March 26, 2025
How Law Firms Can Prepare for End-of-Year Audits
New year, new you, same audit. Every law firm should start the year with balanced accounts and a solid paper trail. But getting there can be tough. Closing the books on the prior year takes time and methodical thought. Your law firm can minimize the friction by streamlining its accounting […]

March 3, 2025
A Law Firm's Guide to Tax Season Preparation
Tax season can be a stressful time of year for law firm leaders and administrators, but there are some steps law firms can take to help alleviate that stress for a more seamless approach to tax season. The most important components of tax preparation are deadlines, organization, and documentation. With an awareness of potential tax deductions and guidance from a skilled accountant, law firms can successfully navigate tax season.

December 18, 2024
How to Take a Profit-Driven Approach to Law Firm Annual Planning
Annual planning is an essential exercise that can help you position your law firm for long-term success. It also helps you adapt to external challenges like regulatory changes, evolving client expectations, and heightened competition. Annual planning provides: It can be a daunting process, but in this article, we’ll offer a […]