Centerbase Runs Matters, Billing, and Intake Together. We Connect What's Outside It.
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.
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
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.
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.
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