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

June 22, 2022
Why Law Firms Should Invest in Legal Project Management
Through proactive planning, risk management, budgeting, and resource allocation, legal project management helps law firms streamline the work they do on legal matters. Applying disciplined legal project management also helps lawyers build greater consistency around law firm processes, which, in turn, delivers greater predictability, meeting client expectations regarding cost and experience. Combine these benefits of legal project management with technology, and lawyers can achieve their growth and client satisfaction goals faster and with less effort than ever before.

June 14, 2022
Are You Getting the Timekeeping, Billing, and Accounting Features You Want From Your Legal Practice Management Solution?
You’re probably constantly in the process of putting together a requirements list to include certain solutions, but let’s dig a little deeper into the questions you should be asking to ensure you’re getting the timekeeping, billing, and accounting features you want from your legal practice management software solution.

May 31, 2022
Should Your Law Firm Work With a Software Consultant?
So you're evaluating new legal technology; maybe you've already picked your vendor. Most software vendors today are set up for you to work directly with their team throughout your migration, go-live, training, and ongoing support period; however, they will also accommodate your firm if you choose to work with a practice management consultant.
How do you know if you should work with a software consultant? Use this blog as a guide to determine what will work best for your firm's needs.

May 25, 2022
The Eight Essential Financial Reports Your Law Firm Needs
Your firm might be brand new to data analytics, or maybe you've dipped a toe into the waters and have the basics down. Either way, keeping close, regular tabs on certain metrics and understanding financial reports will increase the effectiveness and efficiency of your firm and lawyers and, in turn, your law firm’s profitability. Technology can streamline this process and make collecting and interpreting your firm’s data easy.
This blog will provide a basic overview of legal reporting and analytics and tell you why they’re important and how they can help you intelligently run your firm. Then, we’ll go in-depth into the different kinds of financial reports your firm should be running to help you understand your bottom line.

May 18, 2022
A Law Firm’s Guide to Matter Management Systems
Your law firm’s matter management systems matter. In fact, they’re the lifeblood of your law firm. Why not look to tech to help achieve operational efficiency by moving to an all-inclusive legal technology platform?
So, where should you get started? Fortunately, this guide on matter management systems can walk you through the benefits of matter management and help you start moving forward to improve your practice.

May 12, 2022
4 Reasons Law Firms Are Moving Practice Management to the Cloud
If you are a law firm leader or administrator who is frustrated with the inconvenience of premise-based software, this blog post is for you.
We'll explore the four big reasons that law firms are quickly moving to cloud-based legal practice management software and automating tedious aspects of legal operations, accounting, billing, and more: consistent availability, decreased downtime and IT issues, ease of internal changes, and improved security.

May 10, 2022
How to Begin Evaluating New Technology
Many firms, upon deciding it’s time to evaluate new technology, make the mistake of immediately sprinting toward a solution, especially when they have been forced to react to address a sudden problem.
Diving headfirst into the search for a new practice management software completely forgoes a huge step (and arguably the most important one): meeting with the people who are going to use the software the most.

May 3, 2022
Paul Bridgewater Named Centerbase Chief Executive Officer and President; Appointed to Board of Directors
Centerbase, a leading provider of cloud-based legal technology for mid-sized law firms, announced today that Paul Bridgewater has been appointed as Chief Executive Officer (CEO) and President. Bridgewater succeeds current CEO and founder, John Forbes who has led Centerbase since its inception in 2015. Forbes will remain an active member on Centerbase’s Board of Directors.

April 28, 2022
Increase Your Law Firm’s Operational Efficiency With These Important Tips
If you’re the administrator of a small or midsize law firm, you’re probably wearing a lot of hats. In fact, you probably have a closet full! In short, if it’s part of day-to-day legal services operations, and it doesn’t involve the practice of law, it lands on your desk. (There is a desk somewhere under all of the piles, right?) That means when your firm’s leadership team wants to find new ways to increase efficiency and drive law firm profitability, those tasks are automatically yours too.
It’s a daunting task, no doubt. But fortunately, there are legal technology solutions that you can implement quickly so you can demonstrate progress toward your goal. Here’s a list of typical efficiency problems that plague law practices along with some suggestions for how to solve them:

April 21, 2022
Determining the Right Time to Evaluate New Technology
Timing is everything. This old adage holds true even when thinking about upgrading technology. Maybe you’ve been on legacy software for years. Maybe you work entirely on paper. Perhaps you’re still dipping a fountain pen into an inkwell (by the way, if that’s the case – cool). Wherever you’re at, how do you know when it’s time to start evaluating new technology?
When firms begin to think about evaluating new software, two distinct mindsets come into play: reactive and proactive. Which one your firm holds will set the stage for how you kick off this process.

April 20, 2022
Your Guide to Legal Accounting Software
Mastering law firm accounting is no easy feat. However, the right legal accounting software can help you streamline these critical accounting functions. Join us as we explore what law firm accounting is and how legal accounting software (with the right features) can resolve your biggest accounting challenges and meet your firm’s needs.

April 12, 2022
10 Best Practices for Enhancing Your Law Firm’s Cash Flow
No matter the current state of your law practice’s financial health, you’ll always find that there are opportunities to reduce costs, improve lawyer productivity, and get more cash in the door. If you’re struggling to keep your firm’s cash flow consistent, read on to discover ways you can take your law firm’s current cash flow to the next level.

April 7, 2022
Centerbase Acquires Legal Website Content Management System and Marketing Platform, Legalfit
Acquisition enables Centerbase to offer end-to-end client and matter lifecycle management, bolstering the company’s mission to power the growth of law firms.[/vc_column_text][vc_column_text]Centerbase, the leading provider of cloud-based legal technology for mid-sized law firms, has acquired Legalfit, the premier web marketing platform and content management system (CMS) built specifically for law […]

April 5, 2022
Everything You Need to Know About Legal Workflow Automation and Why You Should Have It
What if we told you about a technology that would relieve 50% of the administrative burden from your legal operations professionals... would you be interested in hearing what we had to say? Of course you would!
In this blog, we’ll introduce you to workflow, explain what workflow is, some of its benefits, and the different workflow tools available in legal practice management software to help you streamline your law firm.

March 29, 2022
Legal Time Tracking 101
It's time to take your timekeeping to the next level.
We know the process of getting the lawyers at your firm to bill in a timely and accurate manner can be a struggle. By getting the right legal practice management software in place, you’ll minimize friction in workflows, help lawyers enter time more regularly, and save the administrative staff at your firm time and headaches. Plus you’ll increase your firm’s profitability. It’s a win-win-win-win.

March 22, 2022
Matter Management vs. Case Management: Are They the Same or Different?
If you’re looking for new ways to simplify your workload and manage all of your cases, you need a better system than Excel spreadsheets and a desk full of clutter. If you’re ready to look for a technological solution, look no further than a matter management and case management system that helps you keep every important detail in one place. Read on for key features of matter management and case management software that can help you streamline your legal processes - leaving legal technology to do the legwork for you. We like the sound of that!

March 15, 2022
16 Financial Metrics Your Law Firm Should Track With Dashboards
Dashboards help law firm leaders turn data into usable information to inform decision-making. A well-thought-out dashboard can benefit a law firm by driving productivity and helping the overall business development. Every law practice can use dashboards to easily track financial metrics, make informed decisions, and grow their business. Which metrics should your firm be tracking? Read on to find out.

March 8, 2022
Should Your Law Firm Be Using QuickBooks?
Innovations in legal practice management software have changed the way that law firms do business. Technology is an incredible tool for law firms looking to streamline workflows and increase productivity, but how do you know which one to choose? While some software is fully integrated, others can only perform one function, like billing and accounting, client management, tracking metrics, or generating reports.
Let's explore the most important features legal accounting and billing software should have. (Spoiler alert: QuickBooks is not the most efficient option.)

March 1, 2022
6 Items to Include in a New Client Welcome Kit to Promote Client Retention
80% of a law firm’s revenue comes from just 20% of its clients. By spending too much time trying to turn unsatisfied clients into repeat customers, law firms ignore the happy, easygoing clients who make them money. This doesn’t mean ignoring other clients and their needs but instead using thoughtful business practices that allocate resources to get the most bang for your buck.
One way to start the client experience off on the right foot is to offer a new client welcome kit. Read on for six crucial items to include in your firm’s client welcome packet:

February 22, 2022
Give Your Law Firm a Competitive Edge with Legal Analytics and Reporting
The right reporting and analytics tools will undoubtedly help your law firm optimize its performance. Your firm’s leaders will be more empowered to make more strategic decisions because they’ll know just where the firm can and should grow, and where it should scale back. Choosing smart legal analytics solutions and reporting tools makes it easy to develop a competitive advantage and keep your firm running smoothly and efficiently all year long.
Find out how to maximize the value of your law firm data with the right tools here:

February 15, 2022
Billing Tips for Productivity and Profitability in an Insurance Defense Firm
It’s time to take your firm’s billing to the next level.
Since billing is arguably the most important administrative process in the legal profession, it’s a great place to start when you’re looking for ways to increase your firm’s productivity and profitability. In this blog, we’ll discuss some steps you can take to improve your insurance defense firm’s productivity and accelerate client payables.

February 1, 2022
The Complete Guide to Your Law Firm's Finances
Financial well-being is an important piece of the law firm operations puzzle. To continue to serve your clients most effectively, your firm must be operating efficiently. You must have a consistent cash flow that allows you to continue marketing campaigns, acquire clients, and hire new lawyers to do the work.
The key to this is a comprehensive financial strategy. Here’s how you should get started building yours:

January 25, 2022
Why Your Law Firm Needs a Client Portal
While modern technology has changed the way that many lawyers connect with their clients, it hasn’t changed the fact that confidentiality is key when it comes to the attorney-client relationship. So, how can you take advantage of the benefits of modern technology to optimize the client experience at your law practice and maintain your clients’ confidentiality at the same time?
There’s an easy answer: it’s called a client portal.

January 19, 2022
A Family Law Firm's Guide to Client Intake
Family law clients are facing some of the most trying situations of their lives when they find themselves in your law office. One way that family law firms can make the client experience easier for prospects is to offer a client intake form that helps prepare clients for the information they need to share, so they can organize their thoughts and documents in advance.
Read on to discover how an online intake form can help you make the most out of the intake process - and download our suggested template to get started on your own form today.