Centerbase Reviews & Pricing

Key Features

• Billing Management: Digitize the firm’s entire billing cycle. Prepare and approve a single bill with a log of all inline markups. 
  • Client Service: Allow clients to pay bills, view invoices and track payment history via the billing portal. Create an audit trail with .txt eBilling files email multiple invoices at once. 
  • Simple Payments: Provide clients with a single, integrated payment method to settle current charges and/or fill the retainer at the same time. Control payment options and payment methods on a matter-to-matter basis. 
  • Billing Support: Access support for hourly billing, flat fee billing, expense-only billing, project billing, consolidated billing and more. Prepare electronic invoices with the help of UTBMS codes. 
• Legal Accounting: Set up all firm accounts under a single infrastructure and organize them based on location, matter or practice area. Link checks directly to expense accounts and provide free platform access to the firm CPA. 
  • Vendor Management: Set up automated vendor bills for recurring payments. Enter vendor checks and invoices into the system database and automatically track due dates. 
  • Online Payment: Accept credit card payments securely with the accounting module. Link payments directly to transactions and track client expenses. Eliminate manual data entry and human error. 
  • Trust Accounting: Create and operate multiple trust and IOLTA accounts. Automatically approve payments from invoices and log all trust fund expenses. 
  • Trust Reporting: Run reports to trace the flow of money going in and out of trust and IOLTA accounts. Keep a detailed record of all transactions, receivables and matter expenses. 
• Time and Expense Tracking: Never miss out on a single minute of billable time with round-the-clock time tracking. Automatically log time spent on client calls and messages as billable hours. 
  • Simple Time Tracking: Track time directly from in-platform applications or external integrations like Microsoft Word or Microsoft Outlook. Enter time while on the move from mobile devices. 
  • Time Entries: Update, edit and sanction time entries at the end of the month. Hold or approve billing based on the case status and merge multiple associated time entries into a single entry. 
  • Rate Tables: Prepare tailored rate tables with built-in date ranges effective all year round. Exempt specific matters and clients from the rate table under special circumstances. 
  • Budgets: Create and track timekeeper budgets for client work. Benchmark staff productivity against firm averages. 
• Firm Reporting: Generate reports in real time with accounting, billing, productivity, budgeting and compensation data. Group associated reports together and safeguard sensitive information with permission-based access. 
  • Insights: Get detailed insights into aging receivables, profitable clients, staff compensation and productivity, annual budgets, valuable practice areas and more. 
  • Custom Reporting: Run custom reports to highlight specific firm strengths and requirements. Increase stakeholder engagement with detailed spreadsheets and data visualization. 
• Matter Management: Organize and manage all legal matters from a single dashboard. Track contacts, client information, documents, meetings, deadlines, notes and tasks associated with relevant matters. 
  • Matter Dashboard: Access the matter dashboard for a quick overview of trust balances, WIP, client payment history, ledger, credits, outstanding receivables and more. Prepare matter budgets for individual clients and run reports on fees, expenses and staff productivity. 
  • Matter Layouts: Create matter layouts with customized data fields. Organize matters on the basis of relevant case information. 
  • Matter Automation: Design and integrate matter-specific workflows directly into the platform. Automatically assign tasks and execute the next step in the workflow. Update the firm database, team members and clients with new information. 
• Calendar Management: Create and track calendar entries in real time with a legal calendar. Toggle between firm-wide and personal views, color code entries and print calendar reports as physical reminders. 
  • Calendar Sync: Design automated calendar entries for recurring meetings and notifications for upcoming events. Connect to the Outlook 365 application for real-time synchronization of calendar entries. 
  • Deadline Management: Steer clear of malpractice claims with the LawToolBox portal. Automatically add jurisdiction-based deadlines and time-based triggers to legal matters. 
• Client Services: Improve the overall client experience with an efficient intake process, communications module and client portal. 
  • Client Portal: Share messages, calendar entries, documentation and invoices with clients securely via the client portal. 
  • Direct Communication: Communicate with clients via dedicated private lines. Control client access to sensitive information and keep track of their communications with the firm. 
  • Client Intake: Streamline the firm’s client intake process with self-populating contact forms, automated emails and documentation. Schedule tasks and perform conflict checks against client databases. 
  • Reporting: Run reports to track marketing ROI, profitable practice areas and referrals. 
• Document Management: Manage documents directly from associated matters or from integrated web browsers or applications like Microsoft Word. Access and share legal documentation securely from any device with an internet connection. 
  • Email Management: Store emails to associated matter files in its native .MSG format. Search for specific emails based on subject, content and date sent/received. Integrate with Microsoft Outlook and automatically log any time spent reviewing, sending or editing emails. 
  • Document Tracking: Search for individual documents using multiple data fields. Track changes made across different versions of the same file. 
  • Integrations: Open, edit and save documents with the built-in Centerbase Drive inclusion. Integrate with NetDocuments to seamlessly consolidate documents into workspaces. 

Limitations

•  The legal calendar tool is slightly buggy. 
•  The implementation process is time-consuming and tedious. 
•  The accounting tool feels incomplete without QuickBooks integration. 
•  Limited reporting options. 

Suite Support