Centerbase Integrations

Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services.

Microsoft 365 for Individuals is a complete productivity suite that combines powerful applications, secure cloud storage, and AI-driven tools to help users achieve more in their daily lives. It integrates popular apps like Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, all enhanced with Copilot—Microsoft’s intelligent AI companion. The platform enables seamless collaboration, creativity, and organization across devices, including PC, Mac, iPhone, iPad, and Android. With Microsoft Designer, users can create stunning visuals, while Clipchamp adds professional-grade video editing capabilities. Built-in Microsoft Defender provides advanced security for personal data and devices. Microsoft 365 empowers individuals to imagine, create, and accomplish with greater efficiency and confidence.

Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence.

Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.

Microsoft Word is the world’s leading word processing software, designed to help you write, read, and create with confidence. Powered by Copilot, Word uses AI to help you generate ideas, refine drafts, and edit your writing with clarity and precision. Whether you’re working on essays, reports, proposals, or creative writing, Word delivers professional results across devices—desktop, web, and mobile. With Editor and built-in collaboration tools, teams can co-author documents in real time while maintaining consistency and accuracy. Integrated with Microsoft 365, Word also connects seamlessly with apps like Excel, PowerPoint, and OneDrive for a complete productivity experience. Trusted by millions, Word empowers individuals and businesses to create polished, impactful content anytime, anywhere.

For more than a decade, 8am™ LawPay’s online payment technology has been trusted to help law firms get paid easier, more securely, and 39% faster. More importantly, LawPay ensures your firm accepts payments in compliance with ABA and IOLTA guidelines. LawPay's easy-to-use online payment technology was developed just for lawyers. No debits are allowed from your IOLTA, at any time for any reason, guaranteed. Simply put, no online payment processor has more experience helping lawyers than LawPay. With ClientCredit, you can offer your clients one of the fastest-growing payment options on the market today, allowing them to adopt automatic payment plans while you get paid 100% of the invoiced amount upfront. With Card Vault from LawPay, you can securely store your clients’ preferred payment methods and easily make charges to your trust or operating account without adding to your PCI requirements.

Transforming how professionals work combining artificial intelligence, security and risk mitigation with market leading document and email management. The iManage Cloud is a modern cloud architecture designed to support the unique needs of professional work product management. Users can work effectively on high or low bandwidth connections and even when disconnected. iManage Cloud delivers an optimized user experience when working with large files, fully secured and back-up across a network of worldwide data centers. Proven deployment methodology, annual subscription pricing and rapid onboarding all increase your organization's agility.

Simplify document reviews by making it easy for everyone on your team to preview, annotate, share, and mark up documents in real-time without ever sending an email or downloading a file to your desktop. Facilitate centralized feedback, comments, and discussions on documents without ever removing them from your secure NetDocuments environment. Communicate content edits clearly and quickly reference feedback with Margin Notes. Users can quickly add comments to a document directly from the preview window, enabling your team to collaborate without downloading or opening the document itself. Collaborate in real-time and communicate around the document, without editing directly within the document. By doing so, you avoid the need to wait for a colleague to check a document in so you can work, or create a duplicate version that may not include someone else’s edits.

LawToolBox is a centralized deadline and matter management solution that provides automatic updates when court rules change, calculates any deadlines you need and automatically syncs to your calendar. This software automates rules-based calendaring for 50 states, calculates any deadlines you need, and syncs them to your calendar in seconds, preventing missed deadlines with automatic updates when court rules change. With these features at their disposal, lawyers can reduce their risk of malpractice by eliminating human error, and subsequently, the stress that comes from worrying about missed deadlines!