Matter Management
Legal matter management solutions.
With matter management software, visualize, track, and automate all of your case work — finances, documents, tasks, deadlines, and more — in a single place.
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Features
Deliver fast and accurate case work with personalized and automated matter management solutions.
Single-source.
Remove department bottlenecks with a single place to quickly access matter data.
Personalized.
Meet your firm's practice area needs with personalized matter layouts and Automated Workflows.
Connected.
Stay organized by connecting all matter documents, finances, deadlines, and more to the appropriate matters.
Seamless Document Management
Seamlessly manage documents associated with any matter.
Simplify your experience with native, comprehensive document processes that accelerate your firm’s productivity. Create, share, store, and manage documents without ever leaving your matters.
Personalized Automated Workflows
Create personalized workflows to automate repetitive or complicated tasks.
Save time and reduce human errors by completing matter functions with personalized Automated Workflows using Centerbase's matter management system. Easily automate your matter, document, calendar, and client activities — saving your firm up to 75 hours per month.
Task Management
Manage tasks directly within Centerbase on the relevant case matter.
Save time and reduce human errors by completing matter functions with personalized Automated Workflows using Centerbase's matter management system. Easily automate your matter, document, calendar, and client activities — saving your firm up to 75 hours per month.
Intuitive Calendaring
Integrate your calendar with Centerbase and track your deadlines against the matter.
Sync your Outlook calendar to Centerbase to visualize your personal and firm-wide schedules. Automatically track your deadlines, turn appointments into billable events, and easily schedule meetings with less friction.
Additional Features
It doesn't stop there.
Centralized case data.
Centerbase delivers a matter management system that consolidates all case details into one accessible platform. Every document, note, and activity coalesces into organized data that empowers law firms. Our solution unifies scattered information and provides legal professionals with insights. This centralized approach aids quick decision-making and improves case oversight. Experience a platform designed to support every legal operation and drive growth.
Automated matter workflows.
Centerbase introduces an advanced system that transforms routine tasks into automated processes. Our platform simplifies case updates and minimizes administrative input. Automated workflows initiate actions based on set parameters, which reduces manual repetition. Legal professionals gain a structured environment where case progression follows a logical path that converts everyday processes into programmed tasks and frees law firms to concentrate on legal strategy and client care.
Advanced search & filtering.
Centerbase offers advanced search and filtering features that help professionals locate case files and essential documents. The system scans data across matters to yield precise results and targeted records. Our solution converts complex queries into straightforward answers and reduces large datasets to key information. Experience an intuitive interface that supports legal precision and structured retrieval.
Task & deadline management.
Centerbase incorporates comprehensive task and deadline management capabilities. Our platform empowers law firms with workflows that assign responsibilities and monitor deadlines. Legal professionals receive updates on task progression and critical dates. The system clarifies priorities and promotes efficient operations. Our platform highlights assignments and alerts teams to deadlines to ensure case oversight and task control that supports objectives and client commitments.
Role-based access control (RBAC).
Centerbase offers role-based access control to enhance security. Our solution assigns permissions to team members based on their roles. This approach prevents unauthorized access and protects sensitive case data. It supports strict data segregation and safeguards information. Every user receives tailored access rights that support operational security. Leverage a platform where role-based measures align with firm policies and promote effective information distribution.
Document & email integration.
Centerbase seamlessly integrates document and email records into your matter workflow. Our platform unites case files with email communications to centralize data. It imports attachments and emails from matters, which reduces information loss. The system organizes correspondence and files for a clear view of interactions. This integration creates a unified communication repository by merging document management with email records for comprehensive case management.
Billing & time tracking integration.
Centerbase unifies billing and time tracking within its comprehensive solution. Our platform links billing with time records to produce financial insights and integrates payment processing with time capture to cut interruptions. The system records billable hours and generates consolidated invoices. This connection supports clear financial overviews and client billing by tying billing and timekeeping for comprehensive practice management.
Comprehensive reporting & analytics.
Centerbase delivers powerful reporting and analytics capabilities. Our solution provides insights into case performance and profitability and compiles data into dashboards that highlight trends and outcomes. The platform offers visual reports that support strategic decisions. Every report empowers legal professionals with measurable results, thus transforming case data into actionable analytics and supporting informed planning.
Testimonials
See what our clients have to say.
Centerbase is purpose-built to bring all the components of practice management together in a clean interface.
Clayton Romero
Founding Partner, CodexTen
I needed a platform that could hold large amounts of data that was fast and secure.
J. Matthew Little
Partner, Teague, Campbell, Dennis, & Gorham, LLP
The system just feels so user-friendly that it feels like I've known how to operate in it for so long.
Aimee Gannon
Operations Manager, Gonser & Gonser, PA
From an efficiency standpoint, there's really no question. There are less things to break. If you have an intake tool and an accounting tool and a case management tool, you have two connections there that are guaranteed to give you problems. There are going to be updates to all three of those tools that are probably gonna knock that integration a bit out of whack. So I like that Centerbase is an all-in-one tool.
David Holl
Business Operations Manager, McKean Smith
FAQs
Frequently Asked Questions
What information is kept on the matter?
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Parties
Keep the contact information for everyone related to a matter in one place.
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Deadlines
Keep up with upcoming matter deadlines.
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Tasks
Track, assign, and complete tasks for your matters.
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Emails
Tag all emails to matters, 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 matter.
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Documents
Store all documents related to your matter.
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Meetings
Track all past and future meetings.
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What is matter management in a law firm?
Matter management in a law firm refers to the organized handling of case data, documents, and related activities using a dedicated matter management system. Centerbase offers a legal matter management system consolidating case information and workflows into one platform. Our comprehensive solution includes matter management software that centralizes all legal files, emails, and activities to ensure every detail is recorded and accessible. With a legal software matter management approach, law firms gain a clearer view of case progress, risk management, and strategic planning while utilizing a comprehensive system tailored to modern legal practice.
How does matter management software help law firms?
Matter management software, such as that provided by Centerbase, offers a complete legal matter management system that integrates case data, automated workflows, and document handling. Our matter management systems support law firms by centralizing information and providing real-time insights into case activities. By employing law matter management software, legal professionals benefit from a system that organizes tasks, tracks deadlines, and correlates client interactions with case outcomes. This legal matter management software enables firms to maintain comprehensive records and generate analytical reports, thus supporting informed decision-making and operational transparency.
Can matter management software automate case workflows?
Centerbase presents matter management software that automates routine tasks within the legal practice. A legal matter management system can initiate automated matter workflows that update case status and record client interactions with minimal manual input. Our matter management system leverages automated notifications and structured task sequences to ensure each case progresses logically through its lifecycle. Law matter management software supports the transformation of repetitive processes into programmed tasks, which reduces manual tracking and provides legal professionals with clear guidelines for case progression while integrating core functions such as document management and email records.
How does matter management improve efficiency in legal practice?
A legal matter management system provided by Centerbase redefines how case details are organized and accessed. Matter management software consolidates case files, communications, and activity logs into a single repository. This system supports legal professionals by minimizing time spent searching for case-related information and allowing focused work on legal strategies. It offers structured case progression and transparent access to historical data, critical for decision-making and client communication. Our system supports legal operations and drives improved oversight and clarity.
How does matter management software integrate with billing?
Centerbase delivers a matter management system integrating billing and time tracking within the legal workflow. Our software links case data with billing records by connecting client communications and financial transactions to facilitate the capture of billable hours and consolidate them with case files to generate detailed invoices. Law matter management software provides an integrated approach where billing details appear alongside case records, which offers legal professionals a unified view of case performance and financial outcomes. The integration supports precise invoicing and helps law firms maintain accurate financial records.
Schedule a Demo
See for yourself.
Schedule a demo today and have a 1:1 conversion with a Centerbase expert to see how our Matter Management can help your firm keep everything on track.
Request a Demo