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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

For complete peace of mind and to ensure all your legal responsibilities are met, you can count on Wise Owl Legal to keep you compliant and free from the Law Society's scrutiny. This innovative solution simplifies trust accounting, eliminating the usual headaches associated with it. If you're looking for a system that is incredibly user-friendly, even the most technologically challenged employees will find it easy to navigate and utilize. Safeguarding your data while ensuring it remains easily accessible is a priority; that’s why Wise Owl implements secure two-factor authentication, allowing only authorized personnel access to vital information. By adopting cutting-edge technology that operates seamlessly across multiple platforms and modern browsers, you can effectively future-proof your business. It's crucial to maintain robust backup systems; relying solely on cloud storage can sometimes leave you more exposed than managing data in-house. Always verify the backup status of your cloud services and conduct regular tests to ensure your data remains secure. With Wise Owl Legal Software, you will have chronological file history readily available, and the document merging feature streamlines processes, significantly reducing administrative burdens. Furthermore, this software is designed to adapt and evolve with your changing business needs, ensuring long-term support and flexibility.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am LawPay Yes 
LawToolBox Yes 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft Word Yes 
NetDocuments Yes 
Plaid Yes 
iManage Yes 

Integrations

8am LawPay No 
LawToolBox No 
Microsoft 365 No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft Word No 
NetDocuments No 
Plaid No 
iManage No 

Pricing Details

Contact Sales
Free Trial No 
Free Version No 

Pricing Details

$150 per user per month
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 Yes 
Windows Yes 
Mac Yes 
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 Yes 

Vendor Details

Company Name

Centerbase

Founded

2012

Country

United States

Website

www.centerbase.com

Vendor Details

Company Name

Wise Owl Legal

Country

Australia

Website

www.wiseowllegal.com.au

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

Law Practice Management

Billing & Invoicing Yes 
CRM No 
Calendar Management Yes 
Client Portal No 
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 Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations Yes 
Court Management Yes 
Discovery Management Yes 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
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 Yes 
Contract Management Yes 
Document Assembly Yes 
Document Indexing Yes 
Document Tagging No 
Full Text Search Yes 
Version Control No 

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