Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Manage & grow your platform - through a single platform.
From a client's first website visit to their final bill - we power your firm every step of the way.
Centerbase is a subscription-based legal software solution founded in Dallas that supports the management and growth of small and midsize law firms through client lifecycle management, automation, and marketing tools. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels.
To book a demo call (214) 987-9000.
Description
Officio provides immigration professionals with an entire suite of tools and resources to build, run, and grow their practice with simplicity and ease.
Officio’s cloud-based, intuitive solution helps you streamline client file management, maintain clear points of contact with prospects and clients, automate repetitive tasks, comply with regulatory standards, and stay up-to-date on the immigration industry.
Use questionnaires in multiple languages to connect with potential clients. Use our automatic scoring system to assess and categorize your prospects for various immigration programs. Automate your messaging and follow-ups with prospects using customizable email templates. Turn prospects into clients with intuitive setup tools, including client portal and payment schedules.
Collaborate with clients and staff to upload important documents, to complete relevant forms, and to open and work on tasks. Update the client file with notes and time spent on each file. Establish and track client payment schedules with notifications for specific dates and milestones. Brand and further customize our 50+ email and letter templates. Manage your email and calendar all in one place. Leverage Officio's unlimited educational resources.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Microsoft Outlook
Yes
8am LawPay
Yes
Calendly
No
Dropbox
No
Gmail
No
Google Drive
No
LawToolBox
Yes
Microsoft 365
Yes
Microsoft Excel
Yes
Microsoft Office 2021
No
Integrations
Microsoft Outlook
Yes
8am LawPay
No
Calendly
Yes
Dropbox
Yes
Gmail
Yes
Google Drive
Yes
LawToolBox
No
Microsoft 365
No
Microsoft Excel
No
Microsoft Office 2021
Yes
Pricing Details
Contact Sales
Free Trial
No
Free Version
No
Pricing Details
$69 per month
Solo, Pro, and Ultimate packages are available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Centerbase
Founded
2012
Country
United States
Website
www.centerbase.com
Vendor Details
Company Name
Officio
Founded
1996
Country
Canada
Website
officio.ca/immigration-software.html
Product Features
Conflict Checking
Case Management
Yes
Client Database
Yes
Data Import / Export
Yes
Full Text Search
Yes
Indexing
No
Phonetic Search
No
Preemptive Conflicts Search
No
Relationship Tracking
Yes
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
No
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Billing
Accounting Management
Yes
Automatic Billing
Yes
Calendar Management
Yes
Case Management
Yes
Client Portal
Yes
Document Management
Yes
Expense Tracking
Yes
Time Tracking
Yes
Legal Calendar
Case Defined Timekeepers
Yes
Completion Tracking
Yes
Conflict Management
Yes
Multi-Office
Yes
Reminders
Yes
Rules-Based Scheduling
Yes
Staff Calendar
Yes
Status Tracking
Yes
Task Management
Yes
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
No
Court Management
Yes
Discovery Management
No
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
No
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Document Management
Access Controls
No
Archiving & Retention
No
Collaboration
No
Contract Management
No
Document Assembly
Yes
Document Indexing
No
Document Tagging
No
Full Text Search
Yes
Version Control
Yes
Product Features
Legal Billing
Accounting Management
Yes
Automatic Billing
No
Calendar Management
No
Case Management
Yes
Client Portal
Yes
Document Management
No
Expense Tracking
No
Time Tracking
No
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
Yes
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes