Law Firm Management & Growth
Hello, We’re Centerbase Consultants!
Support the management and growth of your law firm.
Centerbase is the practice management software for law firms, big and small, that have more advanced billing and accounting needs. While Centerbase has all the expected case management, billing, and accounting modules, it shines with its advanced automated workflows, reports, time tracking accounting and billing process capabilities.
Centerbase keeps all matter information in one place. Quickly find any related records such as parties, texts, bills, transfers, deposits, documents, credits, refunds, checks, etc. on the matter page. 
Save tons of paper and make it easy for clients to pay their bill with electronic pre-billing, and online payments. A variety of billing arrangements are part of Centerbase such as trust, retainer tracking, e-billing and more. 
Centerbase has a robust accounting system. You will find all the expected accounting functions and the ability to manage and get reports on a matter easily. Automatically apply funds to client bills, record client payments, auto replenish trust and retainer client accounts. Don’t want give up your QuickBooks system? Don’t worry there is a link to it. 
Centerbase comes with a well-rounded set of reports standard reports and then some: trial balance, profit and loss, general ledger, profit distribution, aged account receivables, etc. Need more? create your own custom reports with the easy-to-use interface (no need to learn SQL or pay thousands for 1 report). Quickly get the full picture of your firms financial status and projections. 
Centerbase is one of the few all-in-one legal practice management software’s that has a sophisticated workflow to simplify legal billing. Once time and expenses are ready for billing, administrators can run pre-bills. Messages are sent to timekeepers to check for accuracy. All changes can be done directly by timekeepers on pre-bills. Timekeepers approve bills in one click and notify admins that bill(s) are ready to send to clients. All this without printing a single sheet of paper. Talk about environmental friendliness!
You can enter time manually like in every other legal practice management program. However, optionally Centerbase can show you a list of all the activities you have done on your computer during the day, allowing you to create time entries for these activities. Yes, it will track when you switched to the Smith vs Jones matter Pleading for 15 minutes while you were working on the Green Holding agreement. Or that you went to Chat GPT to get a definition for 23 minutes. Capture every billable minute! 
Centerbase Training
Create Workflows
With Centerbase you can create advanced intelligent workflows to make sure all matters go through the same steps and minimize errors. For example, a workflow can prompt users to enter dates and other important information at a specific time during the processing of a matter. Afterwards, an automated email can be sent to alert the responsible attorney that all is ready for the next step. Workflows can be assigned to specific matters and really shine with higher volume matters.