Client Relationship Management (CRM)
Use a legal CRM to service your clients with maximum efficiency.
Empower your departments to service clients from one central place with our powerful legal CRM. With billing settings, rate tables, conflict checks, and more, you can service every client with maximum efficiency while strengthening relationships.
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Features
Easily manage every client in one place with legal CRM.
Make it easy to keep tabs on all of your clients. With client-level settings and actions in our CRM for law firms, you can service your clients without ever leaving the client page, streamlining your practice management.
Find client information without department bottlenecks.
Stop slowing down your workflow with bottle-necked client data. Our legal CRM empowers your staff to find the information they need in one central place—on the client page—improving efficiency across your firm.
Client-level settings take the guesswork out of billing cycles.
Stop trying to remember individual client settings on your own. With CRM for attorneys, set billing arrangements, rates, accounting, and other preferences at the client level that are automatically applied with every client action.
Personalize your client fields and layouts.
Stop settling for cookie-cutter client page layouts that don't give you the data you need. This law firm CRM software offers unlimited custom fields that are relevant to your practice and fit the way you work.
Automated Workflows
Automatically update client data with automated workflows.
You need an easy way to update multiple clients' data. Instead of doing it manually, use Automated Workflows in your legal CRM system to update billing and contact information, saving valuable time.
Finance Tracking
Track finances at the client-level.
Meet client expectations by keeping track of their accounts. Instead of estimating their spend, view client ledgers without leaving the client page in your CRM for legal firms.
Consolidation
Keep everything related to a client on the client page.
When a client unexpectedly calls, you need to quickly find their data. Instead of looking in multiple places, easily find any related records—such as parties, texts, bills, transfers, deposits, documents, credits, refunds, checks, and more—on the client page in your legal CRM solution. So you have client data at your fingertips at all times.
Essential Tasks
Complete essential tasks without leaving the client page.
Sometimes you need an easy way to update one client without touching every client at the same time. Instead of always having to perform actions en masse, complete essential tasks for individual clients like conflict checking, billing, document drafting and merging, and emailing with legal practice CRM for lawyers.
Testimonials
See what our clients have to say.
Some of our clients have unique needs that Centerbase may not have been able to accommodate right out of the box, but between our account manager and their design team, we have been able to satisfy those requests.
Donna Smith
Firm Administrator, Holtzman Vogel
Centerbase is user friendly, and it’s easy to navigate. The email bill function is easy, and we can always go back to check all the details in their separate matters.
Tannia
Accounts Manager, Kalijarvi, Chuzi, Newman & Fitch, PC
We have grown so much that it allows me to stay on top of billing. What once took an entire month, I can now go from start to finish by the 20th of the month. A feat not possible with Harvest, the software Centerbase replaced.
Donna Smith
Firm Administrator, Holtzman Vogel
Centerbase has absolutely improved our ability to generate invoices and get paid quickly for our accounts. It gives back that valuable resource to our employees which is time since all of our work is billable time.
Aimee Gannon
Operations Manager, Gonser & Gonser, PA
Accessing facts and providing details is a vital factor for accurate reporting. Centerbase has automated many functions that previously were generated manually. We have access to queries and or reports that have shaved off days & weeks from our time - previously unavailable in our old software.
Donna Smith
Firm Administrator, Holtzman Vogel
I would definitely recommend Centerbase to another firm that was looking for a cloud-based solution.
Eve Kramer
Firm Administrator
FAQs
Frequently Asked Questions
What is a legal CRM?
A legal CRM (Client Relationship Management) is specialized software designed for law firms to manage client information, interactions, and relationships in one centralized location. Unlike generic CRMs, legal CRMs include features specific to legal practice such as conflict checking, rate tables, billing settings, and matter management to help attorneys provide more efficient service while strengthening client relationships.
What are the key benefits of using a legal CRM?
The key benefits of using a legal CRM include centralized client information management, elimination of departmental bottlenecks, streamlined billing with client-level settings, personalized client fields and layouts, automated workflows for updating client data, comprehensive financial tracking, and the ability to complete essential tasks without switching between systems. Legal CRMs ultimately improve efficiency and client service.
How does a legal CRM improve client management for law firms?
A legal CRM improves client management by keeping all client information in one accessible location—including contact details, documents, communications, billing information, deadlines, tasks, and notes. This centralization eliminates the need to search through multiple systems, enables quick access to client data during unexpected calls, and allows staff to service clients efficiently without departmental delays.
What information is all kept on the client page in your legal CRM software?
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Parties
Keep the contact information for everyone related to a client in one place.
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Deadlines
Keep up with upcoming client and matter deadlines.
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Tasks
Track, assign, and complete tasks for your clients.
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Emails
Tag all emails to clients so you're no longer searching your inbox.
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Calls
Track the outcome of calls.
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Notes
One central place to track any notes about your clients.
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Documents
Store all documents related to your clients.
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Meetings
Track all past and future meetings.
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How does a legal CRM differ from a standard CRM?
A legal CRM differs from standard CRM software by including law firm-specific features such as conflict checking, matter management, client-level billing settings, rate tables, trust accounting, document automation, and compliance tools. Legal CRMs are designed to address the unique relationship management needs of attorneys while integrating with legal practice management functions.
Schedule a Demo
High-performing firms rely on Centerbase's client management.
Schedule a demo today and have a 1:1 conversion with a Centerbase expert to see how our CRM can help your firm keep clients in-sync.
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