Centerbase IQ™ — AI-powered law firm intelligence
Real time. Real data. Real answers.
Centerbase IQ™ is the AI-powered intelligence layer built into your firm's own data. Your live data, turned into instant, cited answers the moment you need them.
[IQ] is a game changer. This is what attorneys have been asking for…
Intelligence
Built for the business of law.
From partner profitability to AR aging to matter status, Centerbase IQ™ is purpose-built for every role in your firm, giving you fast answers, not just fast retrieval. Get real-time performance visibility with cited data sources so you can confidently act before a challenge becomes a crisis.
Natural Language Queries
Get answers in seconds, just by asking; have a conversation with your firm's data.
Visual Outputs
Formatted output with clear charts and tables sourced from your firm's data to empower executive-level decisions.
Citation-Backed Responses
Every answer includes source citations with drill-through links to the exact records behind it — so any number can be traced back to where it came from.
Pre-Built Question Categories
Ready-to-go queries that measure Firm Health, Matters, Financial, WIP & Billing, and more.
Intelligence, not just data
Everything your current analytics can't do.
Static dashboards show you what happened. Centerbase IQ™ tells you what it means.
Ask your data anything.
Type a question in plain English. IQ runs structured queries against your live Centerbase data and synthesizes the answer into interactive charts, tables, and cited sources in seconds.
Follow-ups that keep the context.
Ask a follow-up and IQ builds on the answer. One question becomes a full analysis, with no new report.
Confidence & sources, every time.
Every answer carries a confidence indicator and a full sources drawer, with a "review recommended" flag on anything that came from exploratory analysis rather than a verified query.
Multi-source intelligence.
Every answer draws on your live Centerbase data including matters, billing, timekeeping, AR, and more. IQ shows exactly which records it used, so a single question spans both your practice and management data.
Answers you can check.
Every figure links back to the Centerbase records it came from, so any number can be verified in one click rather than taken on faith.
Security by architecture.
AES-256-GCM encryption, tenant-isolated databases, JWT auth, full audit trails. Your data never touches another firm's and is never used to train AI models.
Your current system can run a report. Centerbase IQ™ can answer a question. The difference is everything.
See Centerbase IQ™ in action.
Client Feedback
See what our clients
have said about Centerbase IQ™.
We're using [Centerbase IQ] as a tool to make decisions or get additional information in a concise way instead of us having to run all the reports.
For security purposes, it's a no-brainer.
For me to go and pull [a report] for everyone… it would have taken me time. Now I just have it saved.
I love the transparency.
So we're not going to have to create advanced reports, we'll just run them through [Centerbase IQ].
[Centerbase IQ] is a game changer. This is what attorneys have been asking for…
It looks so good, so exciting… this is definitely where things are going.
We've looked at four or five companies. I would say [Centerbase] is uniquely different in your approach… [Centerbase IQ] is more advanced than we've seen up to now. I don't think you can get much more advanced.
Other practice management systems give you reports.
We give you answers.
Most legal tech was built before AI existed. Their "analytics" are canned reports and pivot tables. Centerbase IQ™ is different: it understands your question, queries your live data, generates interactive visualizations, and cites every source — so you never have to wonder where the numbers came from.
- “Who are our top 10 clients by revenue?”
- “Show me AR aging over 90 days.”
- “Which attorneys have the highest realization rates?”
- “What matters are stale and need attention?”
- “How much unbilled WIP do we have over 90 days?”
- “Summarize collections for the past 6 months.”
How it works
From question to insight in seconds.
No setup wizards. No configuration. No training required.
- 1
Connect
Link your Centerbase account in seconds. No IT department required.
- 2
Sync
Matters, billing, contacts, trust accounts, and payments everything flows in automatically. Nothing to configure.
- 3
Ask
Ask questions in plain English. Get answers from your live Centerbase data with interactive charts, cited sources, and exportable data.
The average firm is up and running in under 5 minutes. Your entire history — matters, billing, contacts, trust accounts, payments — syncs automatically.
Security
Enterprise security isn't optional.
Your client data deserves the highest level of protection. Centerbase IQ™ is designed with security at every layer.
Built to SOC 2 Type II standards.
Centerbase IQ™ is built to SOC 2 Type II standards, the control framework law firms and their auditors already recognize.
Tenant-isolated databases.
Your firm's data never touches another firm's environment, and every question is answered only from the asking firm's own database.
Never used for training.
Your data is never used to train AI models. LLM queries are stateless — nothing is stored by Claude or GPT. Full audit trails for every query.
We don't compromise on security because your clients don't compromise on confidentiality.
FAQ
Frequently Asked Questions
Is my data secure?
Your firm's data stays your firm's data. Centerbase IQ™ is never used to train any AI model. Each firm's data is isolated to the firm: there are no shared inference pipelines, a firm's data never touches another firm's environment, and every question is answered only from the asking firm's own records. Centerbase IQ™ is built to SOC 2 Type II standards.
How fresh is the data?
Centerbase IQ™ syncs regularly from your live Centerbase instance. Areas include matters, billing, contacts, trust accounts, and payments. So you're always working from current data, not last month's report. Data reflects the most recent sync; a record created moments ago may take a short time to appear.
Can I trust the AI's answers?
Every answer shows its work. Centerbase IQ™ cites the exact records it used, with a confidence indicator on every response and a 'review recommended' flag when an answer comes from exploratory analysis rather than a verified query. Expand any source to see the underlying data.
What kind of questions can I ask?
Anything about your firm's Centerbase data — billing, collections, matters, timekeeper performance, and more. A few examples:
- "Who are our top 10 clients by revenue?"
- "Show me AR aging over 90 days."
- "Which attorneys have the highest realization rates?"
- "What matters are stale and need attention?"
- "What's our revenue trend over the last 6 months?"
- "How much unbilled WIP do we have over 90 days?"
Ask anything about your data and Centerbase IQ™ answers with interactive charts, filterable data tables, document excerpts, and narrative analysis.
What specific AI capabilities does Centerbase IQ™ include, and how do they differ from the automation features already in Centerbase?
Centerbase IQ™ adds a natural-language AI layer on top of Centerbase's existing automation. Instead of running a saved report or workflow, you ask a question in plain English, and Centerbase IQ™ interprets it, queries your live data, and returns an answer with charts, tables, and cited sources often surfacing a follow-up insight you didn't think to ask for.
How does the AI work?
Centerbase IQ™ reads your firm's live Centerbase data including matters, billing, timekeeping, AR, turns your question into a structured query, not a guess. It retrieves the answer, builds the chart or table that fits, and shows exactly which records it drew from, so every number is traceable back to its source.
Schedule a Demo
Ready to meet Centerbase IQ™?
Take a tour of Centerbase IQ™ and see how it can simplify your every data interaction. Come prepared with questions that you want to ask your data, and let our expert show you the answers from Centerbase IQ™ during a 1:1 demo against your real data.
Who's our most profitable attorney this quarter?
Which matters are driving the highest profit margins?
What's our WIP aging over 60 days?