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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

Efficiently review, resolve, and report conflicts of interest from a unified platform. With Intapp Conflicts, risk analysts at your firm can investigate and evaluate potential conflicts by utilizing a comprehensive pool of client data sourced from your firm's databases and external providers. The integration of AI significantly accelerates the conflict clearance procedure by identifying results that may contain issues, thereby allowing analysts to concentrate their review efforts and save valuable time. Minimize the duration required for conflict analysis and resolution, ensuring that decisions are consistently in line with the firm's risk parameters. Centralize the essential information and processes that safeguard your firm against potential risks. Conduct swift searches for potential conflicts while traveling or away from the office. Leverage AI to assist analysts in quickly identifying and addressing conflicts by highlighting critical issues. Monitor unique elements such as audit clients and relevant independence regulations, while also enhancing reporting capabilities with dynamic and interactive conflict reports. This innovative approach not only boosts efficiency but also reinforces the firm's commitment to maintaining robust compliance standards.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
8am LawPay Yes 
Bureau van Dijk Review No 
D&B Connect No 
LawToolBox Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft Word Yes 
NetDocuments Yes 
Plaid Yes 
S&P Capital IQ Desktop No 
iManage Yes 

Integrations

Microsoft 365 Yes 
8am LawPay No 
Bureau van Dijk Review Yes 
D&B Connect Yes 
LawToolBox No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft Word No 
NetDocuments No 
Plaid No 
S&P Capital IQ Desktop Yes 
iManage No 

Pricing Details

Contact Sales
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 No 
Windows No 
Mac No 
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 No 

Vendor Details

Company Name

Centerbase

Founded

2012

Country

United States

Website

www.centerbase.com

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/conflicts/

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

Conflict Checking

Case Management No 
Client Database No 
Data Import / Export No 
Full Text Search No 
Indexing No 
Phonetic Search No 
Preemptive Conflicts Search No 
Relationship Tracking No 

Alternatives

Alternatives

RTG Conflicts Reviews

RTG Conflicts

RTG Data Systems
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