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About

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. Only with Centerbase can you: -Potentially capture up to 200 extra billable hours per month -Save hours per week with Automated Workflows -Bill up to 20x faster -Save 3 days per billing cycle with ePre-bill -Increase cashflow up to 100% To book a demo call (214) 987-9000.

About

Officio's cloud-based platform offers immigration professionals an entire suite of tools and resources to build, run, and grow their practice with simplicity and ease. 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. On a professional level, get unlimited access to educational resources, including CPD courses, client file simulations, and practical tips from industry experts.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Midsize law firms of all practice areas

Audience

Immigration professionals who require a complete immigration solution, including: case management, client management, form management, billing and client/trust account, and continuing professional development.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Contact Sales
Free Version
Free Trial

Pricing

$69 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Centerbase
Founded: 2012
United States
www.centerbase.com

Company Information

Officio
Founded: 1996
Canada
officio.ca/immigration-software.html

Alternatives

Alternatives

Clio

Clio

Themis Solutions

Categories

Categories

Legal Billing Features

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Conflict Checking Features

Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking

Law Practice Management Features

Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Calendar Features

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Legal Billing Features

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Integrations

Microsoft Outlook
8am LawPay
Calendly
Dropbox
Gmail
Google Drive
LawToolBox
Microsoft 365
Microsoft Excel
Microsoft Office 2021
Microsoft Word
NetDocuments
Plaid
iManage

Integrations

Microsoft Outlook
8am LawPay
Calendly
Dropbox
Gmail
Google Drive
LawToolBox
Microsoft 365
Microsoft Excel
Microsoft Office 2021
Microsoft Word
NetDocuments
Plaid
iManage
Claim Centerbase and update features and information
Claim Centerbase and update features and information
Claim Officio and update features and information
Claim Officio and update features and information