Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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