A live webinar for Coyote users transitioning to Centerbase

Thursday, May 21st at 3:30 ET/2:30 pm CT

Your firm is about to launch Centerbase, and we want to help make your transition from Coyote as smooth and successful as possible.

Join us for a live training webinar created specifically for former Coyote users. During this session, our team will walk through key Centerbase tools and workflows your firm will use day to day, with a focus on helping you get comfortable, confident, and ready to work in your new platform.

What You'll Learn

During this session, we’ll cover essential Centerbase features and workflows, including:

• Advanced Search Capabilities: Learn how to quickly find matters, contacts, and records using Centerbase’s powerful filtering and search tools.
• Form Designer: See how your firm can customize and build forms that support your unique workflows and internal processes.
• Timekeeping: Discover efficient ways to capture time accurately from anywhere, so your team can stay productive and on track.
• Potential New Clients Intake Process: Learn how to manage your intake pipeline and convert prospects into active clients with ease.

Why Attend

This webinar is designed to help your team feel prepared before launch. You’ll see Centerbase in action, learn how common workflows translate from Coyote to Centerbase, and have the opportunity to ask questions along the way.

Whether you’re handling matters, tracking time, managing intake, or searching for key information, this session will help you start strong.

Mark your calendar for 3:30 PM ET / 2:30 PM CT on Thursday, May 21 and secure your spot!

Can't make it? Be sure to register and we will send you the recording.

.