All Centerbase Reviews
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John
Verified reviewer
Legal Services, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSPowerful 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.
CONSComplex 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
Law Practice, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSThe 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.
CONSThe 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.
Reason 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
Legal Services, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
1
EASE OF USE
2
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed 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.
PROSABSOLUTELY 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.
CONSEVERYTHING! 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
Law Practice, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed 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.
PROSThe 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.
CONSThey 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!
Reason 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!
Jessica
Legal Services, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2019
Centerbase is Great but Could be Better
Overall I do like using CB because I use it daily. As long as the cons could be worked on, everything would be a 100% great!
PROSIt's easy on the eyes. Certain reports are easy to use and navigate. Quick at generating invoices, certain reports, emails.
CONS1. CB needs to have a report feature that shows the legal services with number of hours worked and rates. However, CB only provides expenses per client/matter. 2. It's confusing how to pull up total paid amount to each matter. It confuses accounting and the client. It needs to be clear report that shows attorneys, hours, rates, total. 3. In posted bills, there needs to be a box to let us see only certain origination attorneys and their specific matters. 4. There also needs a contingency setting where it shows rate the legal fees amounts are but doesn't require the client to pay the invoice since it'll be recoup at the end.
Reason for choosing Centerbase
We believed in the system and agreed to be their first client
Reasons for switching to Centerbase
They updated their system and nothing worked.
Donna
Legal Services, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed 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.
PROSA completely integrated cloud solution all in one package with immeasurable customization options.
CONSHow cloud products handle document assembly or document automation.
Reason 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!
Daniel
Law Practice, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed August 2019
Centerbase Makes Life Easy!
It allows me to track my time and create billing records efficiently. I've been ver pleased with this product.
PROSIt suits my need as a single practitioner perfectly. A lot of thought was obviously given to making it user friendly.
CONSMy only minor concern was that after a relatively brief period during which I was learning to use this software, support services became less accessible.
Reasons for switching to Centerbase
I was told this product was less expensive and more suitable for my practice.
Moira
Law Practice, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2019
Amazing Product!
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.
PROSCloud based, user friendly, all in one practice management that integrates with document management software beautifully.
CONSThis software has really met every need.
Reasons for switching to Centerbase
It wasn't cloud based, it didn't integrate with our documents, it didn't allow for custom fields.
Sheila
Law Practice, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
1
FUNCTIONALITY
5
Reviewed April 2021
Robust & Flexible System
Overall, our initial experience was not good however, it is getting better.
PROSIt was a flexible and reliable system. There were more features to take advantage of regarding Centerbase.
CONSThe implementation, what was promise regarding our setup and support
Reason for choosing Centerbase
The features that was advertised and what the company promise they could assist and implement for the firm
KATE
Legal Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2019
Centerbase Transformed Our Legal Practice
increased our efficiency 10-fold with time keeping and document storage. We had a very clunky timekeeping software before that would crash frequently. So glad to have a better solution! They also have extremely helpful and responsive support, AND their willingness to hold our hands through a massive file migration was super impressive (and something that no competitors were willing to do.).
CONSthere can be little quirks with saving- especially with excel files- sometimes we have to save to our hard drive directly because it will glitch when saving an excel file on to center base. BUT- every time we have a missing file issue, their support jumps right on it.
Buck
Law Practice, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed November 2019
Centerbase Review
It is easy to navigate. It is also very user friendly. We also like the billing function emails.
CONSDifficult to update items that have been finalized like invoices.
Reason for choosing Centerbase
Centerbase could bill emails as they are sent.
Reasons for switching to Centerbase
Started new firm and was looking for software that could bill emails as they are sent.
Howard
Legal Services, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2019
The right choice for putting your practice in the cloud.
We migrated to Centerbase after reviewing a dozen practice management solutions. 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.
PROSCenterbase is easy to use and fairly easy to configure. We email our invoices out directly from the software and it has cut days off of the time getting our invoices to our clients. There is integration with MS office that streamlines practice management. They have an app that most of our attorney find very helpful in tracking time and getting what they need.
CONSReporting can be a challenge but no more than most applications with lots of database. If what you want it in a canned report it is easy to get. If what you need isn't you need to engage a consultant (for a fee) to work with you. This is not unusual.
Reasons for switching to Centerbase
We wanted to stop paying for servers abnd licenses and the overhead of running locally hosted practice management software. We wanted to have our accounting integrated with our billing. Once Lexis dropped Billing Matters' accounting module we were double entering into two programs. Centerbase added efficiency and transparany throughout the offices.
Monica
Law Practice, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed December 2019
CenterBase - a life/time saver
Overall the experience has been positive and decreased our billing time each month.
PROSThe matter dashboard helps me and any other user quickly asses the matter balances.
CONSThe accounting software. It is not user friendly and we had to switch back to QuickBooks.
Reason for choosing Centerbase
CenterBase promised it would integrate with QuickBooks (did not happen), LawPay and would have a client portal.
Reasons for switching to Centerbase
Centerbase is more functional
Kenneth
Law Practice, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2019
Centerbase
Our firm has used Centerbase for over three years. During this time period, with the assistance of Centerbase, we have become more organized and efficient in our case management while increasing our overall billable hours. We are able to customize Centerbase to manage and track the data that is most helpful to our firm. The file management feature is also a major plus. Finally, the best part about Centerbase is the team behind the project. The Centerbase team has always been there when needed to assist with technical support.
CONSIn previous versions, the product had problems with lag. This problem has been addressed and fixed.
Reasons for switching to Centerbase
Centerbase was a better all around product that provided us with additional features that have been helpful in our firm's continued growth.
Cassie
Legal Services, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed April 2021
Firm Admin Review
Very good customer support and I appreciate the frequent upgrades to the program.
PROSThis 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.
CONSReporting and accounting features could be improved, but are adequate.
Reasons for switching to Centerbase
Juris was terrible.
Jodi
Law Practice, 2-10 employees
OVERALL RATING:
4
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed December 2022
Would NOT recommend.
I would not recommend this company to any business. Their initial responsiveness is not indicative of the customer service that will be provided once monies are paid. Moreover, their failure to refund monies paid, after they failed to perform, is indicative of a more concerning problem with this company.
PROSI was really looking forward to moving my case management system to the clouds, and using 1 system for the 3 areas of law that my practice handled. The Centerbase personnel were also very responsive during our initial discussions, and while they assisted me in becoming familiar with their product.
CONSOnce I remitted payment for this product, the Centerbase personnel stopped being responsive. Email inquiries from me were not responded to for weeks. An agreed-upon "go live" date came and went, without explanation until after many emails. The company blamed "recent turnover". It has been 5 months since I remitted payment to Centerbase, and there has been no activity on their part, nor has my payment been refunded, despite repeated requests.
Reason for choosing Centerbase
Centerbase seemed to be the best fit for my 3 areas of law.
Vendor Response
Jodi, we are so sorry. This is not the experience we want for our customers. Our teams are resolving this issue and contacting you shortly. We hope we can win back your trust in the future. Wishing you and your firm the very best.
Replied December 2022
Judge
Law Practice, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY