In previous versions, the product had problems with lag. This problem has been addressed and fixed.

Centerbase has improved our ability to pull meaningful reports. Customization has allowed us to enter detailed information about each case so it is easily available to all users.

The cloud function is very convenient, as are all of the integrations it has with other products. The interface is also really clean which helps encourage my people to use it.

It suits my need as a single practitioner perfectly. A lot of thought was obviously given to making it user friendly.

They have a great Word Merge feature which integrates with Word. We needed a reliable calendaring system - they're working to integrate the calendar with Outlook and Google calendars, as I understand.

Missing so many features and program is practically useless. I'm better off manually calendaring everything on my own on Outlook.

User friendly, easy to navigate, easy to edit bills.

We love being able to enter billing items from our phones and it immediately be available to bill. We love that the accounting module is built into the software as well.

Some report printing and data sorting can be difficult due to unique  formatting.

For a cloud based product the number of customization choices is amazing. Company very responsive to user feature requests.

Integration of the law pay program into centerbase has help with the collection of funds.

It was a flexible and reliable system. There were more features to take advantage of regarding Centerbase.

I'm so confused why this program has so many good reviews. This is the most frustrating program I've used.

However, CB only provides expenses per client/matter. It's confusing how to pull up total paid amount to each matter.

Our timekeepers love the straight forward use and it has increased consistency and timing of time entry.

Customization is difficult. Customer service is slow and often unresponsive.

It is also very user friendly. We also like the billing function emails.

We left Practice Advantage and the move to the cloud and the import of our data was easy and accurate. Most of the interface is very user friendly and it was easy to train out timekeeper.

The customer service is amazing. The CEO is committed to learning from his customers and actively engages and listens to help make the product better every day.

It is comprehensive and would do a well for a defense firm; however, for a Plaintiff firm this product is not useful at all.

Our experience will Centerbase has been fantastic. The software allows for lawyers to seamlessly maintain their calendars and billing.

This software allows our company to have a document management, timekeeping and reporting software all in one. Very easy for all of my staff to use and navigate daily.

Centerbase is customize-able. Customer support has been very helpful in setting up our database and reporting specifically for our practice.

Cloud based, user friendly, all in one practice management that integrates with document management software beautifully.

The matter dashboard helps me and any other user quickly asses the matter balances.

We have worked with this developer almost from the day we opened our law firm, and they have walked along side our growth and been responsive to our developing needs as we have grown.

Reporting can be a challenge but no more than most applications with lots of database.

Moreover, once payments were made it was very difficult to locate same to assure there were no overpayments.

We have been using Centerbase for 15 months and love the ability to work from anywhere we can get internet access.

The only con is that we need to review lots of data in table form. Once you chose column headings, you are stuck with those columns no matter what query you run.

It is really easy to use and has fantastic Customize-ability.

Very good customer support and I appreciate the frequent upgrades to the program.

The whole thing at times can be a bit difficult to navigate through. I think it requires to much clicking.

Overall there is better team communication between offices and team members. There is also better documentation of the files to assure all team members can pick up a file and help a client.

We integrated litify with our Salesforce and it has ruined Salesforce.

I love the ease of use which makes it very easy to train intake specialists. The use custom work flows allows them to accurately screen and sign cases autonomously.

Gathering of preliminary information from new clients, integrating legal documents to the case files.

I like that Litify is simple and easy to use. The quick tab are especially helpful when needing info quickly without going into the actual tabs.

Some packages are very rigid and does not provide us flexibility.

Excellent choice if you want a cloud based application with unlimited customization options.

The fact that Zapier.com provides a simple drag and drop UI to do this with Salesforce was important and has allowed us to connect to several other applications quickly and effectively.

Self customizations may be too difficult for some users requiring to hire a Salesforce Administrator which can be expensive.

Litify is very user friendly. The system support team is quick to respond, and help.

We also wanted easy API access with other cloud-based platforms without the need for in house programming resources.

The program is very user friendly and self explanatory, it would be very easy to learn on your own but you have the support of the company to help you through every step of the way.

The Docrio features are outstanding and improve our Case Managers UX.

For instance, it helps with the intake process (gathering of preliminary information from a new client) as well as with storing and loading case files easily.

The one thing that was great about litify that everything would be on one screen and the quick info boxes are a plus.

Ability to create customized reports on the fly is very helpful. Ideal for Plaintiff firms that work on a contingency fee basis (particularly Personal Injury firms).

The search function that was the backbone of our Salesforce use was completely ruined.

The Litify support team has been quick to respond when needed. It's an excellent application for our needs.

The amount of tasks and processes we were able to automate because of the platform has saved our team a great amount of time and money.

US Dollar

From your client’s first website visit to their final bill - we power your firm every step of the way. 

Support the management and growth of your firm with configurable legal operations and client lifecycle management software solutions. Finally, accomplish tasks faster. Bill clients accurately. And optimize timekeeper productivity. So you can deliver efficiency. Improve your client experiences. And reach optimal profitability. 

LongDescription

Case Management

Time Tracking

Trust Accounting

Document Storage

Contract/License Management

Document Capture

Calendar Management

Full Text Search

Conflict Management

Data Import/Export

Automatic Billing

Accounting

For Legal Professionals

Contact Management

Client Portal

Email Management

Billing & Invoicing

Expense Tracking

Contact Database

Built-in Accounting

Task Management

Legal Case Management

Document Management

Document Generation

Search/Filter

File Management

Deadline Management

Document Templates

Billable Items Tracking

Customizable Reports

Access Controls/Permissions

Activity Tracking

Timer

SSL Security

Invoice Management

Communication Management

Customizable Fields

Forms Management

Workflow Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Reminders

Time & Expense Tracking

Customizable Templates

Accounting Integration

Document Automation

Billing Rate Management

Customizable Forms

Records Management

Client Management

Task Progress Tracking

Third-Party Integrations

Microsoft Outlook Integration

Tax Management

Electronic Payments

Asset Accounting

Document Check-In/Out

General Ledger

Bank Reconciliation

Task Scheduling

Financial Management

Credit Card Processing

Timesheet Management

Collaboration Tools

Accrual Accounting

Document Classification

Audit Trail

Version Control

Configurable Workflow

Project Time Tracking

Real-Time Data

File Sharing

Invoice Processing

Customer Statements

Fee Calculation & Posting

Document Review

Real Time Reporting

Automatic Backup

Case Notes

Summary Reports

Check Writing

Secure Data Storage

Archiving & Retention

Please contact sales for pricing at centerbase.com 

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

11-50

51-200

Centerbase

In Person

Live Online

Webinars

Documentation

Videos

Litify was selected as the 2022 Practice Management Solution Provider of the Year.
Learn more: https://www.litify.com/blog/litify-selected-2022-practice-management-solution-of-year/

Litify is the end-to-end legal operating platform that breaks down business silos to power better process, collaboration, insight, and performance. 

It's the only legal platform with tailored solutions for law firms, in-house legal teams, government agencies, nonprofits, and more — connecting the entire legal ecosystem with flexible and comprehensive technology. 

Our industry-leading platform is fully configurable to meet your business’ unique requirements and is built on Salesforce, one of the most secure platforms in the world. 

Litify streamlines and automates matter and case management, document generation, intakes, timekeeping and billing, customer relationship management (CRM), and client communications, while providing data-driven insights that allow law firms and legal teams to scale and improve their financial performance.  

Matters & Intakes
Our Matters & Intakes product lets you standardize processes across your legal team and make sure best practices are applied to every case. Configure matter plans based on your specific workflows and then automatically generate them when a matter is opened in Litify, with tasks automatically assigned to the relevant team members. Bring the same level of standardization to your intakes processes with configurable intakes questionnaires.

Document Management
Keep all your case materials organized in one place with Docrio, our fully integrated document management system. Documents are easily accessible from within a matter plan and you can even save files directly from Outlook to the matter plan with our Docrio Email feature. Docrio also lets you automatically generate documents by populating pre-built templates with information pulled directly from the matter plan.

Time & Billing
Increase both time capture and bill realization with our suite of timekeeping and billing features. Automated billing rules automatically enforce your clients’ billing guidelines, so there’s less for bill reviewers to write down. Matter budgets are displayed within the matter plan to help your team allocate resources appropriately. Finally, Litify helps make sure small billable tasks don’t fall through the cracks by prompting users to make a time entry when they generate standard documents in Docrio or save documents to a matter from Outlook.

Reporting & Dashboards
Litify makes it easy to understand what’s happening inside your business with user-friendly, highly configurable dashboards that are fully built into the product. Gain valuable insight into topics like which team members are over- or under-performing, where matters are getting held up, and which marketing channels are yielding the best return on investment.

Litify offers extensibility, first-class security, and hundreds of integrations.

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