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Law Firm Document Management Software

Your documents hold your firm's knowledge. Put them to work.

Every brief, contract, and email your firm produces is more than a file. It is the work product of your practice. Centerbase keeps documents connected to the matters, billing, and data that give them meaning, on a platform where AI turns that connection into answers.

Manage everyday matter documents with core Document Storage, built into Centerbase. Or, tailor your business performance platform by connecting leading document management solutions, NetDocuments or iManage. Centerbase offers flexibility and powerful connections to work the way you need to, all with AI powered intelligence threading across the platform.

Simple when you need it, powerful when you are ready. Connected either way.

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Screenshot showing a list of documents attached to a matter.
Screenshot showing a dropdown menu of document actions.

Overview

Flexible and robust
document storage & management.

Document work is not one-size-fits-all for midsize firms. A growing corporate law firm, a family law practice, and a multi-office firm with a knowledge management team all need different things from their documents. Centerbase meets each one where they are, then grows with them.

  • Core Document Storage

    A single simplified experience.

    Centerbase's Document Storage puts every matter document one click from the matter itself. Your documents live next to the tasks, deadlines, and billing they belong to, and your team stops burning hours hunting for files.

    • Find any document by searching every word inside it, powered by built-in OCR.
    • Store documents on the client and matter, next to tasks, billing, and deadlines.
    • Generate documents in seconds with templates that auto-fill matter and client data.
    • Save emails to matters and launch standard folder structures the moment a matter opens.
    • Collect eSignatures without leaving the platform.
    • Lock down sensitive files with role-based permissions and encryption.

    Everything everyday document work demands, nothing a dedicated DMS makes you manage.

  • NetDocuments + ndMAX

    Where documents become intelligence.

    For firms that need a full legal DMS, Centerbase + NetDocuments makes your documents earn their keep. NetDocuments delivers trusted DMS. ndMAX reads your documents and pulls out what matters. Centerbase supplies the business context around every matter, so documents, workflows, and operational insight finally move in the same direction.

    • Open a matter and get the right workspace, document package, and templates automatically.
    • Let ndMAX extract key parties, dates, and obligations from documents.
    • Write extracted document data back into Centerbase for reporting and workflow automation.
    • Adopt AI across document-heavy workflows with governance built in.
    • Connect matter data with NetDocuments workflows end to end.

  • iManage Integration

    Keep the DMS your firm already trusts.

    Standardized on iManage? Centerbase connects to your existing stack and keeps matter and operational workflows moving, so modernizing your practice management never means ripping out the document system your firm built its habits around.

    • Preserve your investment in existing iManage workflows.
    • Keep document strategy aligned with practice management modernization.
    • Stay flexible as your technology needs evolve.

Centerbase Document Storage

Create, share, and store documents with native, comprehensive Centerbase Document Storage.

With Centerbase, your documents, folders, and metrics are fully integrated within your matter management, timekeeping, and more. Request and attach eSignatures from your matters, use Optical Character Recognition (OCR) to perform global searches and conflict checks, and manage document workspaces without leaving Centerbase.

Automatically save and generate documents with Automated Workflows, auto-fill document templates with matter and client data, and automatically save emails to workspaces. Even create standard folder structures to be populated upon matter creation.

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NetDocuments + ndMAX Integration

Your documents know things. ndMAX gets them talking.

Buried in your firm's contracts and correspondence are the parties, dates, deadlines, and obligations that run your practice. Today, someone finds them by reading. With Centerbase + NetDocuments, ndMAX reads for you, extracts what matters, and writes it back into Centerbase, where it powers reporting, workflow automation, and the firm-wide insight Centerbase IQ delivers.

Open a matter and the right workspace, document package, and review tasks are ready. Save a client contract and its key terms flow into your operating data. Less duplicate entry. Fewer workflow gaps. A more complete picture of the business, built from the documents your firm was going to create anyway.

This is practical AI for midsize firms. Not a science project. Not another disconnected tool. Document workflows that finally know where they fit in the business of law.

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Smart AI

Smart AI across your document strategy.

Centerbase IQ is the intelligence layer for the business of law and your document strategy feeds that intelligence. Centerbase’s Document Storage keeps matter documents close to the work. NetDocuments and ndMAX write key document data back into the platform. iManage keeps your stack flexible. Every path strengthens the same foundation: an AI-driven practice management and performance platform that helps midsize firms run tighter, move faster, and make better decisions from the data their work already creates.

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One Size Fits All

Tailored for every role in the firm.

Timekeeping touches nearly every part of a law firm. When it works well, attorneys spend less time chasing their day, billers have fewer gaps to clean up, and leadership gets cleaner data to manage the business.

  • For attorneys and legal teams

    Every document in the context of its matter. Less toggling, no file hunting, more time on the work that bills.

  • For firm administrators and operations leaders

    Simple storage and advanced DMS workflows on one platform, without a patchwork of processes no one wants to own.

  • For managing partners

    Document work connected to the bigger picture, from matter progress to the AI-driven performance insight Centerbase IQ delivers.

  • For IT and knowledge management

    NetDocuments + ndMAX or iManage when the firm needs deeper structure, governance, or specialized document operations. One vendor conversation, not five.

Testimonials

Built with Love for Midsize Firms.

  • Nilka G.

    COO

    Mid-Market (51-1000 emp.)

    5 / 5

    “Easy-to-Navigate Dashboards with Great Reporting and Customer Interactions”

    What do you like best about Centerbase?

    “Easy to navigate dashboards reporting of all types and great customer interactions.”

    What problem is Centerbase solving and how is that benefiting you?

    “One program for all uses”

Read Centerbase reviews on G2

Ready to put your
documents to work?

Whether you need Document Storage or a deeper DMS strategy with NetDocuments, ndMAX, or iManage, Centerbase connects document work to the rest of your practice. Manage the matter. Connect the documents. Ask better questions of the business.

Get a personalized demo

FAQs

Frequently Asked Questions

  • What is Centerbase's Document Storage?
    Document Storage is built into Centerbase. It keeps matter documents connected to the clients, matters, workflows, billing, and reporting firms already manage in the platform, with built-in OCR search, auto-filled document templates, eSignature, and role-based security.
  • Is Centerbase's core Document Storage the same as NetDocuments or iManage?
    No. Document Storage is the document foundation inside Centerbase, built for everyday matter document work. Firms that need a full legal document management system can connect Centerbase with NetDocuments and ndMAX, or with iManage.
  • Is document storage included in a Centerbase subscription?
    Yes, document storage is part of the Centerbase platform.
  • Does Centerbase integrate with NetDocuments?
    Yes. Centerbase integrates with NetDocuments, connecting practice management data with document workflows. The Centerbase + NetDocuments ndMAX integration brings AI-powered document intelligence into matter workflows and writes key document data back into Centerbase.
  • What is ndMAX?
    ndMAX is the NetDocuments AI-powered document intelligence suite. It helps legal teams apply AI to document workflows inside the trusted NetDocuments environment, including document analysis, automation, and legal AI applications.
  • Does Centerbase integrate with iManage?
    Yes. Centerbase supports an iManage integration for firms that already rely on iManage as their document management system.
  • How does document management connect to Centerbase IQ?
    Centerbase IQ is the AI-powered intelligence layer inside Centerbase. Firm leaders ask natural-language questions and get fast, visual, source-backed answers from firm data. The stronger the connection between documents, matters, and operating data, the more your firm can learn from the work it already does.
  • Which document option is right for our firm?
    Firms that want documents handled inside their practice management platform can start with Core Document Storage. Firms that need a full DMS and AI-powered document workflows should look at NetDocuments + ndMAX. Firms already standardized on iManage can keep that strategy and stay connected to Centerbase.