Centerbase
Review of Centerbase Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
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Customer Reviews
See why people love Centerbase
John L.
Verified UserLegal Services · 11-50 employees
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.
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
- 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
Janet M.
Verified UserLaw Practice · 11-50 employees
Happy CB User 2+ years
Have been using Centerbase since February, 2022. Although the migration was difficult due to implementation manager (who is no longer with CB) the team who took over to coordinate and address issues were outstanding and created a smoother transition. The new Success Manager and has been instrumental in our firm's success to date and continues to be available to our administration when needed. Ease of use between main office and other locations was a factor in cloud-based software.
- Ability to use both accounting program and billing program simultaneously
- Need to create double entries into two prior programs was time consuming and the Centerbase platform has allowed time to be freed up
- Attorneys' ability to enter time as well as approve prebills has also been productive in delivering invoices to clients in a timely fashion
- Occasionally system runs a bit slow and requires refreshing/restarting of program mostly during monthly billing cycle
- Would like Reports on time entry be a bit more specific and customizable
- Requires data review in excel format which creates an additional time burden
Switched From
Both systems did not work together resulting in double entry.
Why they chose it
"We wanted a cloud based all in one solution that did not need to be linked with another product. This is that product!"
Erin M.
Verified UserLegal Services · 11-50 employees
High potential but low on delivery
If we had it to do over again, we would not select the product. Many of the features that we purchases Centerbase for do not work in real time. We are a cotingent law firm and the software is just not capable of handling the way that we work.
We were drawn to Centerbase due to the potential reporting capabilities and the ability to maintain our bookkeeping and accounting functions in one place, eliminating the need for double entry
- So far, we have had trouble with stability
- The reports often do not function, the slowness of the product is a constant issue, obtaining a conversation with support staff that can understand and address our issues has been nearly impossible
Switched From
PC Law was being phased out or we would have continued using the software
Why they chose it
"Cost and features, however if we could do it over, we wold make a different selection."
Aimee G.
Verified UserLaw Practice · 11-50 employees
Operations Manager
Overall, our firm experience with Centerbase has been great, and more specifically the increase in productivity with intuitive features and working within the cloud.
- What I like most about Centerbase are the features that provide increased efficiency
- More specifically, the billing tabs, ePreBill review process, and Microsoft add-ins that allow our employees to seamlessly work across multiple applications in sync with Centerbase
What I like least about Centerbase is the lack of detail with regard to security features or new feature roll-outs that unfortunately don't always provide users with a comprehensive understanding of the effects to workflow
Switched From
We were looking for a cloud-based solution that would increase our firm's efficiency from time management, accounting, and case management. Centerbase allowed us to scale up our firm and management, especially with the ePrebill review process.
Why they chose it
"We liked the workflow, design, and comprehensive features of Centerbase more than LEAP."
Kristi M.
Verified UserLegal Services · 11-50 employees
Why I've been with Centerbase for years.
My overall experience with Centerbase has been great! It is a comprehensive billing and accounting software that I feel is still at the top of the market place in legal software.
- I like that they are a both billing and accounting software
- The dashboards for each client are very easy to read and valuable
I wish it had a more easier way to track retainer replenishments and more automation with sending payment reminders
Switched From
Centerbase was the only SaaS program that was close to being as comprehensive as PC Law was.
Why they chose it
"I think that Centerbase has accounting built in."
May L.
Verified UserLegal Services · 11-50 employees
Business operations
Overall the experience has been okay. We've expected much greater for the price we are paying and right now the price tag definitely does not match the product. I am hoping Centerbase will improve in many areas over the next year or so as we've had our fair share of issues.
- Centerbase is quick to learn and has many good features
- Centerbase can be a powerful program
- However, we have encountered a handful issues or learned that the program doesn't work in the way we thought it would
- We had many issues with the current update and many issues with poor response times on support
- Tickets will sit for days with no response and I feel that I always have to reach out to our success manager in order to get a response
- Things don't feel timely and nothing seems important
- Reporting is also hard to navigate as we've found that sometimes we try to create reports that we need specific for our firm and it doesn't turn out the way we want to
- We'd hate to keep bothering support but I wish it was more intuitive
Switched From
Not part of team that made the decision to switch.
Why they chose it
"Unknown. Not part of team that researched the alternatives."
Emy C.
Verified UserLaw Practice · 11-50 employees
So helpful for our boutique firm!
Centerbase has helped transform our firm over the last few years. We have become much more organized and are able to handle a higher volume of cases without having to hire a ton more staff or attorneys.
- We were able to go from 4 separate systems into one with Centerbase
- It has helped our efficiency so much having everything in one place throughout the entire lifecycle of a case
- We love how customizable it is and are constantly adding new fields and features to help make us more productive
Occasionally, the site seems to run a bit slow, but they appear to have addressed the issues because we haven't noticed it lately
Switched From
We were using 4 different platforms for intake, case management, accounting, and document management. We were looking to consolidate it as much as possible.
Why they chose it
"Price and ability to customize to our specific needs"
Amanda K.
Verified UserLaw Practice · 51-200 employees
Small to mid-size law firms - this is the software for you
We have been with CB for 5 years and have seen a lot of growth over that time. New features are being added, they have longevity within their senior management team (unlike many of their competitors), and they are responsive to concerns. Our customer success manager is very proactive and does a great job anticipating our needs.
- The user interface is incredible
- Attorneys are able to utilize the system from day one
- They have obviously made incredible investments in their software and making it work for law firms
- Centerbase has grown quickly and there were some growing pains a couple of years ago
- But we aren't experiencing any of those problems now
- Support is excellent
Switched From
We wanted software which was on the frontline of innovation. Our other software was stale and not growing or changing. We also needed an all-in-one solution.
Why they chose it
"The sales process was transparent and honest. Our business mattered to them and we felt that."
Anna B.
Verified UserLaw Practice · 11-50 employees
Cheers to Centerbase
We have used Centebase for almost three years and we have no plans to change anytime soon. The conversion to CB was the smoothest I have experienced in my 15+ years of being an administrator. The learning curve is steep for users, which is no different than any other new software deployment. All in all, it has been a good transition.
- I love the fact that case management and accounting are all in one program
My least favorite feature is that the templates are in HTML and it takes a bit of an effort to create or revise a template
Switched From
We switched because we wanted a one-stop shop
Why they chose it
"In the end we chose Centerbse for the ability to customize items and create specific reports."
India C.
Verified UserLegal Services · 51-200 employees
Billing and account management
Verified reviewer
- This software is customizable
- Efficient and has individual functions/tabs making management a lot easier
I do not like the billing feature it is very time consuming having to enter ID numbers each time for every entry
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