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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

SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence and made to handle the challenges of today’s fast paced, highly competitive and technologically demanding legal landscape. SmartAdvocate’s robust, exclusive Internet-based built-in features, enable firms to manage, store, track and communicate like never before, ensuring that they achieve the highest level of success. With 175+ integration partnerships, firms can customize SmartAdvocate to fit their needs with integrations like eSignature, AI, accounting, texting, medical records retrieval and much more. This revolutionary software will increase your firm's efficiency and profitability.

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

A wide variety of practice areas, including Personal Injury, Mass Tort, Workers' Compensation, and many more!

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

$109 per month per SaaS user
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:

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Reviews/Ratings

Overall 4.9 / 5
ease 4.7 / 5
features 4.8 / 5
design 4.5 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • Easy to pick up and learn Constant new features Support is constantly helping There are daily office hours to assist live There are regular webinars to present new features that are coming
  • This system has streamlined many processes and workflows for our firm. Tech support always helps when there is an issue
  • All of the technology and automations. I like the fact that emails and text messages are automatically saved. I like that pictures from emails and text are automatically saved.
  • The platform really guides you through all stages of a case, from new business tracking to closure. Automated processes and tasking templates have streamlined both case maintenance and all communication within and outside our firm.
  • Ease of getting documents into the case. Abilitiy to sort through and create documents. Easy abilitiy to email directly from the case. Excellent customer service with video how to responses. Ease of editing form documents in the SA word editor.

Cons

  • Access permission management is large and time consuming, but can give granular access
  • Can be glitchy and the pages don't auto refresh, so there's a constant need to refresh to ensure you are working with the most up to date information (say if multiple people are working on a file)
  • It is a lot of set up and a huge learning curve.
  • We use the cloud based system and do not have the best internet connections, so it does sometimes bog us down. SA also offers an on-site server option that would rectify this that we are looking into.
  • There are so many options for each tab and setting that sometimes that it can be tough to find the exact customization you are looking for.

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

SmartAdvocate
Founded: 2000
United States
www.smartadvocate.com

Alternatives

Alternatives

Assembly Neos

Assembly Neos

Assembly Software
Clio

Clio

Themis Solutions
Clio

Clio

Themis Solutions

Categories

Categories

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 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

Legal Document Management Features

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

Conflict Checking Features

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

Legal Billing Features

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

Legal Calendar Features

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

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 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

Legal Document Management Features

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

Integrations

Microsoft 365
Microsoft Outlook
8am LawPay
ApexChat
Bridge Legal
CallFire
Captorra
Case Status
Docusign
EvenUp
Law Ruler
Lead Docket
Microsoft Excel
Milestones Professional
Ngage Live Chat
Plaid
ProLaw
QuickBooks Online
Quilia
eLaw

Integrations

Microsoft 365
Microsoft Outlook
8am LawPay
ApexChat
Bridge Legal
CallFire
Captorra
Case Status
Docusign
EvenUp
Law Ruler
Lead Docket
Microsoft Excel
Milestones Professional
Ngage Live Chat
Plaid
ProLaw
QuickBooks Online
Quilia
eLaw
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Claim Centerbase and update features and information
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Claim SmartAdvocate and update features and information