Centerbase

Centerbase can capture billable activity generated through calls, texts, emails, appointments, tasks, and document work, reducing the need for attorneys to reconstruct their time later. Captured activity remains connected to the relevant matter and billing workflow, while firms can also use traditional timers and timesheets. For more advanced capture, Centerbase integrates with Billables AI to match work to clients and matters and generate billing narratives for attorney review.

The platform's ePre-bill feature moves invoice review through configurable electronic approval workflows. Attorneys can edit descriptions, hours, rates, and amounts, hold or mark entries as non-billable, and leave notes for subsequent reviewers. The system tracks edits and approvals while automatically routing each pre-bill to the next reviewer, giving billing teams visibility into pending and approved invoices. This is a premium add-on rather than a standard feature.

Centerbase includes a native general ledger that connects firm accounting with billing, timekeeping, and client finances. Firms can manage operating and trust accounts, vendor bills, deposits, expenses, and other financial activity without relying on a separate accounting system. For trust accounts, Centerbase automatically produces a three-way reconciliation comparing bank, book, and individual client ledger balances, supporting IOLTA accounting requirements.

Documents and workspaces remain connected to their corresponding matters rather than being stored separately. Firms can use OCR for full-text searches and conflict checks, populate document templates with matter and client data, save emails into workspaces, and request DocuSign signatures from matters. Document activity in Word and Outlook can also feed automated time capture.

Centerbase IQ adds a natural-language AI layer to firm data. Users can ask questions about areas such as matter profitability, accounts receivable, WIP, billing, and timekeeping, and receive answers generated from live Centerbase records. Results can include charts and tables, along with citations that link back to the underlying records used to produce an answer. IQ can also search synced documents alongside structured firm data.

For visibility into firm performance, the Report Center combines billing, accounting, trust, timekeeping, and financial data within a shared reporting engine. Firms can adjust columns, filters, sorting, and grouping and save configurations as reusable views. Reports can also be segmented by responsible attorney, office, practice area, timekeeper, or client and exported to CSV, Excel, or PDF.