What we do
Tools
Industries
Legal & Law FirmsLess admin per case, faster billing, and no missed deadlinesHealthcare & PracticesFewer no-shows, cleaner records and billing that gets paidHome & Field ServicesQuotes out faster, jobs billed the same day, fewer callbacksManufacturingFewer production errors, accurate costing and on-time ordersWholesale & DistributionOrders flow in on their own, with stock numbers you can trustConstruction & ContractorsTighter job costs, faster change orders and subs paid on timeReal Estate & Property MgmtFaster lead response, less paperwork and happier owners and tenantsE-commerce & RetailMore orders shipped right the first time, fewer returns and refundsLogistics & FreightFewer delays, accurate tracking and invoices that go out on timeProfessional ServicesMore billable hours captured, faster onboarding and cleaner invoicesFinancial Services & InsuranceFaster onboarding, fewer compliance gaps and smoother renewalsHospitality & RestaurantsSmoother service, tighter inventory and less wasted laborNonprofitsMore of every dollar goes to the mission, with reporting that takes minutesEducation & TrainingLess admin per student and families who always know where things standAutomotive & DealershipsFaster follow-up, fuller service bays and fewer lost leadsStaffing & RecruitingFaster placements, error-free payroll and quicker client invoicing
Department
OperationsYou see the inefficiency every day. We build the systems that make it go away.SalesEverything your reps need, right inside the CRM. More time selling, less time searching.FinanceStop chasing data across systems. Your accounting connected to everything else.Customer ExperienceSelf-service portals so customers help themselves, on their own time.MarketingKnow who is engaging, who is at risk and where the opportunities are.Supply ChainOrders, suppliers, stock and shipments in sync, so you see problems before your customers do.WarehousePicks, packs and stock counts that update every system without anyone retyping them.HR & PeopleHiring, onboarding and payroll data moving between systems, so your people team stops chasing forms.ProcurementRequests, approvals and purchase orders that route themselves and match what was actually bought.
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Home/Centerbase

Centerbase intake, matters and billing connected to your outside tools.

Centerbase is cloud-based practice management software for law firms, combining matter management, billing, and a built-in CRM for client intake in one system. We don't implement or administer Centerbase. We build the integrations that connect it to the accounting, e-signature, or communication tools it doesn't replace.

Where Centerbase stops

It runs matters, billing and intake together, but accounting, e-signature and communication tools sit outside it.

Got a Centerbase problem? Let's solve it →

What we build on top of Centerbase

Centerbase's built-in CRM covers intake well inside its own screens. Where firms hit a wall is getting that intake and billing data to move beyond Centerbase: into a firm-wide accounting system for consolidated reporting, or into whatever communication tool the firm actually uses to follow up with a prospective client, instead of someone exporting a list by hand once a week.

We build that handoff, so a new lead captured in Centerbase's CRM, or a billing milestone hit on a matter, triggers the right action in whatever system is supposed to act on it next.

Where this shows up in practice

01

Intake data, synced automatically

A new lead captured in Centerbase's CRM flows into the firm's broader marketing or accounting tools without someone exporting a spreadsheet to make it happen.

02

What's still manual around your Centerbase workflow?

A billing export to a separate accounting system, a follow-up that depends on someone remembering: tell us what it is and we'll look at what's actually possible.

One of our recent projects

Boutique Law Firm

Centerbase CRM capturing new leads.

The problemLeads are exported to a spreadsheet and imported into marketing and accounting tools one at a time.

New leads captured in Centerbase flow to the firm's marketing and accounting tools automatically. The spreadsheet step was retired.
Fix mine →
Let's talk

Running Centerbase and still exporting data by hand to make it useful elsewhere?

Tell us what's not connected, intake data, billing milestones, a report someone rebuilds manually each month. And if Centerbase isn't actually where the friction lives, that's fine too. We automate whatever's manual in the firm, any tool, not just this one.

Let's talk →

Questions people ask

What is Centerbase?

Cloud-based practice management software for law firms: matter management, billing, and a built-in CRM for client intake, all in one platform, aimed at firms that want intake and case management working off the same data instead of two disconnected systems.

How much does Centerbase cost?

Centerbase doesn't publish flat pricing. Cost depends on firm size and which modules a firm needs, so an actual quote comes from Centerbase directly rather than a published rate card.

Is Centerbase any good?

It's a real, established practice management option, generally reviewed well for combining intake and matter management in one place. We don't sell or implement it, so we're not the ones to give a vendor recommendation, but we see it running cleanly at the firms we build integrations for.

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.