Centerbase
Description de Centerbase
Votre cabinet n'a pas besoin de changer. Votre logiciel, oui. Centerbase est l'un des logiciels de comptabilité, de facturation et de gestion de cabinet les plus configurables, conçu pour les entreprises de taille moyenne. Grâce à des fonctionnalités complètes et extrêmement personnalisables, Centerbase peut évoluer avec votre entreprise, simplifier vos tâches quotidiennes et augmenter votre rentabilité.
Qui utilise Centerbase ?
Cette solution s'adresse aux entreprises de taille moyenne de tout secteur. Modernisez votre cabinet sans perdre les fonctionnalités que vous aimez dans votre logiciel actuel.
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John
Centerbase in the Cloud for Law Firms
Commentaires : Centerbase is a Legal Case Management cloud application that provides a Law firm with full matter management of all the details about a case, including the Parties (each with contact screens) the Court, the Filed Case Activity and MOST importantly all the Documents associated with the Matter, in one location (at the Matter). It is really easy to use and has fantastic Customize-ability.
Avantages :
Powerful legal practice management solution Can establish multiple workflows to automate a process (where tasks are sequenced and fulfilled by the system) integration with O365 (saving an email to the matter, or scheduling an appointment /saved in both) Plugin for MS WOrd and Outlook (to allow drafting of a document or an email to be saved in the matter) Capture incoming leads and turn into a Potential New Client.
Inconvénients :
Complex workflow processes require a knowledgeable Consultant (expert) to build. Training for an IT Admin would be helpful if provided (meaning in-depth behind the scenes configurations) More videos about how to Implement key customizable features.
Theresa
Alternatives envisagées :
Highly Customize-able, scale-able, intuitive
Commentaires :
We decided on Centerbase for many reasons, but the catalyst is that we, as a Los Angeles-based firm, acquired an office in San Francisco and in San Diego. We needed a central repository for case management and document management. In addition:
1) We needed our practice to be accessible in court or on the go (cloud-based)
2) We needed integration with a reputable document manager (we went with NetDocs, though Cenbterbase has it's own document management system, too)
3) We needed to eliminate the "human error" component in workflow systems, so we built workflow systems for all different types of legal procedures from intake to administrative appeals to litigation. This is especially important for solo practitioners, those working with limited resources or when the job requires extensive training about minute things. Creating a workflow that does the administrative thinking for you, is everything. They have a great Word Merge feature which integrates with Word.
4) We needed a reliable calendaring system - they're working to integrate the calendar with Outlook and Google calendars, as I understand.
Avantages :
The software is incredibly customize-able. There is no limit to what you can do. Think big, bigger than you think you need to. The customization scales marvelously and works intuitively. The software elevates practice management so that operations are more fluid.
Inconvénients :
The only con is that we need to review lots of data in table form. Once you chose column headings, you are stuck with those columns no matter what query you run. Column headings are customizable, but not customizable within each data set; you have to modify them each time you run a query. The way around this is to export to Excel and delete the irrelevant data.
Anthony
Not Ready for Prime Time
Commentaires : Customization is difficult. Customer service is slow and often unresponsive. The back-office accounting features do not allow batching of checks. If you owe a vendor or client on several different matters, you must write individual checks for each payment. We sometimes send 20 checks to the same client on the same day because we cannot combine them. It is mystifying that this feature is missing.
Avantages :
The end-user interface is easy to navigate.
Inconvénients :
Back-office accounting features are weak.
Jodi
Would NOT recommend.
Commentaires : I would not recommend this company to any business. Their initial responsiveness is not indicative of the customer service that will be provided once monies are paid. Moreover, their failure to refund monies paid, after they failed to perform, is indicative of a more concerning problem with this company.
Avantages :
I was really looking forward to moving my case management system to the clouds, and using 1 system for the 3 areas of law that my practice handled. The Centerbase personnel were also very responsive during our initial discussions, and while they assisted me in becoming familiar with their product.
Inconvénients :
Once I remitted payment for this product, the Centerbase personnel stopped being responsive. Email inquiries from me were not responded to for weeks. An agreed-upon "go live" date came and went, without explanation until after many emails. The company blamed "recent turnover". It has been 5 months since I remitted payment to Centerbase, and there has been no activity on their part, nor has my payment been refunded, despite repeated requests.
Réponse de l'équipe de Centerbase
il y a 4 mois
Jodi, we are so sorry. This is not the experience we want for our customers. Our teams are resolving this issue and contacting you shortly. We hope we can win back your trust in the future. Wishing you and your firm the very best.
Holly
Alternatives envisagées :
New User: Growing Business
Commentaires : Centerbase has moved our firm into the 21st Century in terms of access through web browser and phone app. Our timekeepers love the straight forward use and it has increased consistency and timing of time entry. The link to LawPay that auto-processes payments has cut our manpower down and increased cash flow for it's ease of use for our clients. We are a Trust/Retainer heavy firm and clients can make one payment and it directs splits between AR and replenishment retainer in trust to the correct accounts, opposed to us manually tracking and writing multiple checks or transfers from one account to the other.
Avantages :
The ease of use, I have used several billing and accounting programs over my 25 years experience and must say Centerbase is thoughtful in its approach of what worked and what didn't and compiled an inclusive product that is constantly evolving with ease. Since it is cloud based, upgrades and updates are pushed monthly, no versioning or what for new/annual releases that need to be purchased like on premise software.
Inconvénients :
They are still developing out of the reports, which I wish were more inclusive. However, they have built a comprehensive and easy to use menu to build your own. Their accounting side is fairly new and constantly taking feedback and improving, but still has some AP areas that could be streamlined. I am looking forward to the opening up API where you can add apps to work in conjunction with Centerbase and make it truly a one stop shop for timekeeper and administrator. They are on their way!
