Centerbase

Centerbase is a cloud-based legal practice management platform purpose-built for mid-sized law firms, providing integrated tools for the operational and financial management of firm-wide legal work.

Key features and functions include:

Billing and Collections
Centerbase supports the full billing lifecycle, including time entry, invoice generation, LEDES billing, split billing, and collections management. Automated billing workflows are designed to shorten billing cycles and accelerate payment receipt.

Legal Accounting
The platform includes a comprehensive accounting module covering trust accounting, accounts payable, bank reconciliation, general ledger reporting, and financial statements. Accounting tools are built to support law firm-specific compliance and reporting requirements.

Automated Timekeeping
Centerbase offers an Automated Time Capture feature, a patented technology that identifies and records billable events — including emails, meetings, phone calls, and document activity — without requiring manual time entry. The feature integrates with Microsoft Outlook and Word to capture time at the source.

Matter Management
The platform provides a centralized matter dashboard from which attorneys and staff can access client and case information, deadlines, documents, tasks, emails, and related contacts. Workflows and custom fields are configurable to support firm-specific matter structures and practice area requirements.

Document Management
Centerbase includes native document management functionality built on Microsoft SharePoint infrastructure, enabling version control, OCR, and document storage within the platform. API integrations with NetDocuments and iManage are also available for firms using those systems.

Centerbase IQ
Launched in April 2026, Centerbase IQ is an AI-powered natural language decision support feature embedded within the platform. It allows managing partners and firm administrators to ask questions about firm performance — including billing rates, matter productivity, and collection trends — and receive visual, source-cited answers drawn from the firm's own data. The tool includes the ability for firms to build an internal knowledge base against which queries are benchmarked.

Client Operations
The platform includes a client portal for real-time status updates, a client intake module, CRM tools for contact management, and secure client communications including in-platform messaging.

Reporting and Analytics
Centerbase provides standard and custom reporting across financial, matter, and productivity data. Reports can be visualized in configurable dashboards accessible to role-appropriate users.