Centerbase

Centerbase

RATING:

4.61

(31)

About Centerbase

You want to grow your firm and impress your clients without adding extra admin work. Do it by replacing your excessive browser tabs and overcomplicated software with just one intuitive platform. Only with Centerbase. Now with a FREE starting balance migration! With Centerbase, you can finally: Get your to-do list done faster. Leave the office earlier. Grow your firm with exact data - not guesstimating. Get more 5-star reviews. Make change easier for your firm. Yes! We do make it easy to get your whole staff on board with a software change. Visit centerbase.com to see other questions our clients asked before saying YES to Centerbase. ...
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Centerbase Reviews

Overall Rating

4.61

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Showing 1 - 5 of 31 reviews

John

Verified reviewer

Company size: 11-50 employees

Industry: Legal Services

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

April 2019

Centerbase in the Cloud for Law Firms

Centerbase is a Legal Case Management cloud application that provides a Law firm with full matter management of all the details about a case, including the Parties (each with contact screens) the Court, the Filed Case Activity and MOST importantly all the Documents associated with the Matter, in one location (at the Matter). It is really easy to use and has fantastic Customize-ability.

Pros

Powerful legal practice management solution Can establish multiple workflows to automate a process (where tasks are sequenced and fulfilled by the system) integration with O365 (saving an email to the matter, or scheduling an appointment /saved in both) Plugin for MS WOrd and Outlook (to allow drafting of a document or an email to be saved in the matter) Capture incoming leads and turn into a Potential New Client.

Cons

Complex workflow processes require a knowledgeable Consultant (expert) to build. Training for an IT Admin would be helpful if provided (meaning in-depth behind the scenes configurations) More videos about how to Implement key customizable features.

Theresa

Company size: 51-200 employees

Industry: Law Practice

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

August 2019

Highly Customize-able, scale-able, intuitive

We decided on Centerbase for many reasons, but the catalyst is that we, as a Los Angeles-based firm, acquired an office in San Francisco and in San Diego. We needed a central repository for case management and document management. In addition: 1) We needed our practice to be accessible in court or on the go (cloud-based) 2) We needed integration with a reputable document manager (we went with NetDocs, though Cenbterbase has it's own document management system, too) 3) We needed to eliminate the "human error" component in workflow systems, so we built workflow systems for all different types of legal procedures from intake to administrative appeals to litigation. This is especially important for solo practitioners, those working with limited resources or when the job requires extensive training about minute things. Creating a workflow that does the administrative thinking for you, is everything. They have a great Word Merge feature which integrates with Word. 4) We needed a reliable calendaring system - they're working to integrate the calendar with Outlook and Google calendars, as I understand.

Pros

The software is incredibly customize-able. There is no limit to what you can do. Think big, bigger than you think you need to. The customization scales marvelously and works intuitively. The software elevates practice management so that operations are more fluid.

Cons

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. Column headings are customizable, but not customizable within each data set; you have to modify them each time you run a query. The way around this is to export to Excel and delete the irrelevant data.

Reasons for choosing Centerbase

Highly customizable. Checked all of the above boxes.

Reasons for switching to Centerbase

TimeMatters was clunky and limited in strange ways. Not because it wasn't powerful, but there were layers upon layers of updates and quirks that made it clunky and not user-friendly. Also, it was not cloud-based.

Phuong

Company size: 2-10 employees

Industry: Legal Services

Time used: Less than 6 months

Review Source

This review was submitted organically. No incentive was offered

EASE OF USE

2

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

August 2021

AVOID - DO NOT USE! WORSE MANAGEMENT PROGRAM EVER!

I'm so confused why this program has so many good reviews. This is the most frustrating program I've used. The same issues keep coming up and support chooses when they want to reply and never addresses the problem. They offer a solution that is irrelevant or already did on my own. Calendar management is the worst. Missing so many features and program is practically useless. I'm better off manually calendaring everything on my own on Outlook. They constantly have new glitches and bugs.

Pros

ABSOLUTELY NOTHING. Customer service sucks - literally told me "we have no solution for you" and had to bill our IT guy to do something that Centerbase could have literally done. Features are bonkers. Nothing works properly. Literally a new issue EVERY SINGLE DAY.

Cons

EVERYTHING! NOTHING WORKS LIKE IT SHOULD BE. CAN'T BELIEVE I'M SAYING THIS BUT CENTERBASE IS WORST THAN CLIO.

Reasons for switching to Centerbase

Needed a better legal management program but this was absolute shit.

Holly

Company size: 11-50 employees

Industry: Law Practice

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

August 2019

New User: Growing Business

Centerbase has moved our firm into the 21st Century in terms of access through web browser and phone app. Our timekeepers love the straight forward use and it has increased consistency and timing of time entry. The link to LawPay that auto-processes payments has cut our manpower down and increased cash flow for it's ease of use for our clients. We are a Trust/Retainer heavy firm and clients can make one payment and it directs splits between AR and replenishment retainer in trust to the correct accounts, opposed to us manually tracking and writing multiple checks or transfers from one account to the other.

Pros

The ease of use, I have used several billing and accounting programs over my 25 years experience and must say Centerbase is thoughtful in its approach of what worked and what didn't and compiled an inclusive product that is constantly evolving with ease. Since it is cloud based, upgrades and updates are pushed monthly, no versioning or what for new/annual releases that need to be purchased like on premise software.

Cons

They are still developing out of the reports, which I wish were more inclusive. However, they have built a comprehensive and easy to use menu to build your own. Their accounting side is fairly new and constantly taking feedback and improving, but still has some AP areas that could be streamlined. I am looking forward to the opening up API where you can add apps to work in conjunction with Centerbase and make it truly a one stop shop for timekeeper and administrator. They are on their way!

Reasons for choosing Centerbase

the functionality, customizing ability, payment processing, appearance, and ease of use for our attorneys

Reasons for switching to Centerbase

We needed innovative program that keeps us abreast of technology and mobility. Smarter not Harder!

Donna

Company size: 2-10 employees

Industry: Legal Services

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

August 2019

Centerbase for Legal Practice management, billing and accounting

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

Pros

A completely integrated cloud solution all in one package with immeasurable customization options.

Cons

How cloud products handle document assembly or document automation.

Reasons for choosing Centerbase

Customizability, calendar features, how flat fee billing is handled.

Reasons for switching to Centerbase

We wanted a cloud solution that was completely integrated not linked with another product with extensive ability to customize the software. We got that!

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