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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
API Access
Has API
Integrations
Microsoft 365
8am LawPay
Bureau van Dijk Review
D&B Connect
LawToolBox
Microsoft Excel
Microsoft Outlook
Microsoft Word
NetDocuments
Plaid
Integrations
Microsoft 365
8am LawPay
Bureau van Dijk Review
D&B Connect
LawToolBox
Microsoft Excel
Microsoft Outlook
Microsoft Word
NetDocuments
Plaid
Pricing Details
Contact Sales
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Calendar
Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management
Legal Case Management
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
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
Product Features
Conflict Checking
Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking