Centerbase Integrations

Plaid is an international data network that powers tools used by millions of people to live a more healthy financial life. Our ambition is to facilitate an inclusive, competitive and mutually beneficial financial systems by simplifying payments and revolutionizing lending. Plaid works with more than 8,000 companies, including fintechs such as Venmo and SoFi and several Fortune 500 companies, to give people more control and choice over how they manage money. Plaid is headquartered in San Francisco and its network spans more than 12,000 institutions throughout the US, Canada UK and Europe.

Introducing Microsoft 365, previously known as Microsoft Office 365. Unlock your creativity and accomplish your goals with a suite of tools including Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. A subscription to Microsoft 365 grants you access to the latest versions of Office applications, both on your desktop and online, along with timely updates as they are released. Whether you're using a desktop, tablet, or smartphone, Microsoft 365 combined with your device and an internet connection ensures you can maintain productivity from any location. OneDrive ensures that your work is accessible from anywhere, allowing for seamless collaboration and sharing with others. Plus, support is readily available through email, chat, or phone, connecting you with a real person whenever you need assistance. Embrace the power of Office today and find the subscription plan that best suits your needs for ultimate efficiency. Now is the perfect time to elevate your productivity game.

Connect, organize, and accomplish tasks efficiently with everything you need—email, calendar, and contacts—all seamlessly integrated in one location. Experience enhanced productivity as you manage emails, schedules, tasks, and more, all from a single interface. With Office integration, you can easily share files directly from OneDrive, access your contacts, and view LinkedIn profiles without any hassle. Schedule conference rooms and manage meeting RSVPs directly through your calendar for a streamlined experience. Collaborate effectively by sharing calendars to coordinate plans and check your colleagues' availability effortlessly. Enjoy peace of mind with the robust security measures that are trusted by some of the largest organizations globally. Outlook works tirelessly to safeguard your sensitive information while ensuring it does not hinder your workflow. It anticipates your requirements by automatically adding travel plans and bill payments to your calendar, complemented by smart reminders that help you stay organized. With an efficient search feature, finding the information you need is quick and easy, making your workday smoother than ever.

Work seamlessly with others while remaining within your document, or quickly jot down thoughts using your digital pen. If you need to share a newsletter or document, you can effortlessly convert your Word file into a webpage. Collaborate with team members from around the world and easily translate your documents into your preferred language with just a click. Unleash your creativity by adding 3D models directly into your work. With Learning Tools, you can listen to your content being read back to you, making it simple to identify and correct errors. Discovering valuable sources has never been easier; utilize Researcher to read articles in the task pane, allowing you to maintain focus on your writing. Additionally, when refining your document, having an overview is beneficial. The Editor Overview Pane allows you to pinpoint and resolve any proofing issues efficiently, ensuring a polished final product. This comprehensive set of tools enhances your writing experience, making collaboration and innovation more accessible than ever.

Excel adapts to your habits, streamlining your data management to enhance efficiency. You can effortlessly generate spreadsheets using either templates or your own designs while applying advanced formulas for calculations. Additionally, the updated charts and graphs allow for engaging presentations of your data, complemented by formatting options, sparklines, and tables that facilitate deeper insights. With just a click, you can easily create forecasts to anticipate future trends. Collaborating with others is simple, ensuring you always work from the most current version of your workbook for real-time updates that expedite productivity. With Office 365, you can access your Excel files seamlessly across mobile, desktop, and web platforms. A remarkable new feature enables you to input data into Excel directly from a photograph; simply capture an image of a printed data table using your Android or iPhone, and the app will convert it into a fully editable table. This innovative image recognition capability removes the tedious task of manual data entry from hardcopy sources, making data entry faster and more convenient. Furthermore, this feature enhances your ability to leverage existing paper documents effectively within your digital workflows.

LawPay's online payment system has been trusted by law firms for more than a decade. It allows them to get paid faster, more securely, 39% faster, and more easily, than ever before. LawPay will ensure that your firm accepts payments in accordance with the ABA and IOLTA guidelines. LawPay's online payment system is easy to use and was created for lawyers. Your IOLTA is not allowed to debit any time or for any reason. LawPay is the online payment processor that has more experience in helping lawyers than any other. ClientCredit allows you to offer your clients one the most popular payment options today. They can adopt automatic payment plans and you get paid 100% upfront. Card Vault from LawPay allows you to securely store the preferred payment methods of your clients and make charges to your trust account or operating account without having to add to your PCI requirements.

Revolutionizing the way professionals operate, the integration of artificial intelligence with robust security measures and risk management enhances document and email administration. The iManage Cloud features contemporary cloud infrastructure tailored specifically for the distinct requirements of managing professional work products. It enables users to perform efficiently regardless of bandwidth availability, including offline scenarios. With an emphasis on large file handling, iManage Cloud ensures a seamless user experience while maintaining high security and comprehensive backups across a global network of data centers. Additionally, its established deployment strategies, subscription-based pricing, and quick onboarding processes significantly boost organizational agility and responsiveness in a fast-paced environment. This innovative solution positions teams to adapt swiftly to changing demands and optimize their workflows effectively.

Streamline the process of document reviews by allowing every member of your team to easily preview, annotate, share, and markup documents in real-time, eliminating the need for emails or downloads. This method ensures that all feedback, comments, and discussions remain centralized within your secure NetDocuments environment, preventing any disruption to your workflow. With the use of Margin Notes, content edits can be communicated swiftly and feedback can be referenced effortlessly. Team members can conveniently add comments directly from the preview window, promoting seamless collaboration without the need to download or open the document itself. This approach allows for real-time cooperation and discussion surrounding the document, while avoiding direct edits within it, thereby eliminating the hassles associated with waiting for a colleague to check a document back in or creating unnecessary duplicate versions that may miss important edits. Overall, this system enhances productivity by keeping the review process organized and efficient.

LawToolBox is a centralized solution for managing deadlines and matters. It automatically updates court rules when they change, calculates any deadlines that you need, and then syncs them to your calendar. LawToolBox automates rules-based scheduling for 50 states. It calculates all deadlines and syncs them to you calendar in seconds. Automatic updates prevent missed deadlines when court rules change. Lawyers can reduce the risk of malpractice and avoid stress caused by missing deadlines.