Centerbase vs CaseFleet

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Our analysts compared Centerbase vs CaseFleet based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Centerbase provides a cloud-based end-to-end legal toolkit aimed at enabling mid-sized firms to securely manage practice workflows and improve the client experience. Firms can leverage its billing and payment modules including e-billing, online portal and various payment arrangements to get paid faster. Users can maximize billable hours using remote timekeeping, accessible timesheets and reviewing workbench. It provides comprehensive matter management with configurable workflows, real-time dashboarding and relevant details. Practices can monitor goals, projects, tasks, deadlines, meetings and court dates effortlessly with color-coded calendaring, project management and activity reminders.

Administrators can utilize prebuilt and custom reporting and comprehensive controls to efficiently manage firm operations and make informed decisions. Users can streamline client intake and communication with its secure client portal. It also offers integrated legal and trust accounting modules and robust security.
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CaseFleet is an end-to-end case management software designed to help lawyers organize legal matters and case chronologies. Automatically create transcripts of any speech, connect claims to issues and review legal documents, audio and video. Provides a 360-degree view of cases with built-in visual timelines and chronological mapping tools. Administrators can assign tasks to multiple people, track current activities and set up email and popup notifications for important events and touchpoints. Sort cases and activities based on context, contacts, legal matter and more.

Run preconfigured reports on the firm’s productivity and efficiency metrics. Secure user accounts and safeguard client and firm data with best practice frameworks, password hashing, data anonymity, two-factor authentication, single sign-on, account-based permissions and session tracking.
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$59 Monthly
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$30/User, Monthly
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Product Assistance

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24/7 Live Support
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Product Insights

  • Stay Connected: Access important case-related information and management tools from any device with an internet connection. 
  • Accessible KPIs: Improve business decisions with the most current information from firm-wide calendar entries and custom reports. 
  • Faster Billing: Increase cash flow with a billing module designed to reduce clicks, deduplicate entries and accelerate invoicing. 
  • Customizability: Use in-house customization tools to appropriately scale the platform according to the firm’s size and maintain relevance in a changing legal landscape. 
  • Flexible Subscription Charges: The role-based pricing structure provides multiple options for interested parties. Add or subtract any applicable licenses and pay only for the integrations and tools required. 
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  • Enhanced Organization: CaseFleet allows legal professionals to organize case details, documents, and timelines in a centralized location, reducing the risk of misplaced information.
  • Improved Collaboration: The platform facilitates seamless collaboration among team members by providing shared access to case files and real-time updates.
  • Time Efficiency: Automated task management and deadline tracking help legal teams stay on top of their workload, minimizing the time spent on administrative tasks.
  • Accurate Case Analysis: CaseFleet's fact and issue management tools enable precise tracking of case details, ensuring thorough and accurate case analysis.
  • Enhanced Client Communication: By keeping all case information organized and accessible, legal professionals can provide clients with timely and accurate updates.
  • Risk Mitigation: The software's comprehensive documentation and tracking features help identify potential risks and ensure compliance with legal standards.
  • Cost Savings: By streamlining case management processes, CaseFleet reduces the need for manual labor, leading to significant cost savings for legal firms.
  • Data Security: CaseFleet employs robust security measures to protect sensitive legal information, ensuring client confidentiality and data integrity.
  • Customizable Workflows: The platform allows users to tailor workflows to their specific needs, enhancing efficiency and adaptability in case management.
  • Insightful Reporting: CaseFleet provides detailed reports and analytics, offering valuable insights into case progress and performance metrics.
  • Seamless Integration: The software integrates with other legal tools and platforms, creating a cohesive ecosystem for managing all aspects of legal work.
  • Enhanced Accountability: By tracking tasks and deadlines, CaseFleet ensures that team members are accountable for their responsibilities, leading to improved performance.
  • Scalability: The platform is designed to grow with your practice, accommodating increasing case loads and expanding team sizes without compromising efficiency.
  • Client Satisfaction: Efficient case management and timely communication contribute to higher client satisfaction and retention rates.
  • Streamlined Discovery Process: CaseFleet's document management features simplify the discovery process, making it easier to locate and review relevant documents.
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  • Billing Management: Digitize the firm’s entire billing cycle. Prepare and approve a single bill with a log of all inline markups. 
    • Client Service: Allow clients to pay bills, view invoices and track payment history via the billing portal. Create an audit trail with .txt eBilling files email multiple invoices at once. 
    • Simple Payments: Provide clients with a single, integrated payment method to settle current charges and/or fill the retainer at the same time. Control payment options and payment methods on a matter-to-matter basis. 
    • Billing Support: Access support for hourly billing, flat fee billing, expense-only billing, project billing, consolidated billing and more. Prepare electronic invoices with the help of UTBMS codes. 
  • Legal Accounting: Set up all firm accounts under a single infrastructure and organize them based on location, matter or practice area. Link checks directly to expense accounts and provide free platform access to the firm CPA. 
    • Vendor Management: Set up automated vendor bills for recurring payments. Enter vendor checks and invoices into the system database and automatically track due dates. 
    • Online Payment: Accept credit card payments securely with the accounting module. Link payments directly to transactions and track client expenses. Eliminate manual data entry and human error. 
    • Trust Accounting: Create and operate multiple trust and IOLTA accounts. Automatically approve payments from invoices and log all trust fund expenses. 
    • Trust Reporting: Run reports to trace the flow of money going in and out of trust and IOLTA accounts. Keep a detailed record of all transactions, receivables and matter expenses. 
  • Time and Expense Tracking: Never miss out on a single minute of billable time with round-the-clock time tracking. Automatically log time spent on client calls and messages as billable hours. 
    • Simple Time Tracking: Track time directly from in-platform applications or external integrations like Microsoft Word or Microsoft Outlook. Enter time while on the move from mobile devices. 
    • Time Entries: Update, edit and sanction time entries at the end of the month. Hold or approve billing based on the case status and merge multiple associated time entries into a single entry. 
    • Rate Tables: Prepare tailored rate tables with built-in date ranges effective all year round. Exempt specific matters and clients from the rate table under special circumstances. 
    • Budgets: Create and track timekeeper budgets for client work. Benchmark staff productivity against firm averages. 
  • Firm Reporting: Generate reports in real time with accounting, billing, productivity, budgeting and compensation data. Group associated reports together and safeguard sensitive information with permission-based access. 
    • Insights: Get detailed insights into aging receivables, profitable clients, staff compensation and productivity, annual budgets, valuable practice areas and more. 
    • Custom Reporting: Run custom reports to highlight specific firm strengths and requirements. Increase stakeholder engagement with detailed spreadsheets and data visualization. 
  • Matter Management: Organize and manage all legal matters from a single dashboard. Track contacts, client information, documents, meetings, deadlines, notes and tasks associated with relevant matters. 
    • Matter Dashboard: Access the matter dashboard for a quick overview of trust balances, WIP, client payment history, ledger, credits, outstanding receivables and more. Prepare matter budgets for individual clients and run reports on fees, expenses and staff productivity. 
    • Matter Layouts: Create matter layouts with customized data fields. Organize matters on the basis of relevant case information. 
    • Matter Automation: Design and integrate matter-specific workflows directly into the platform. Automatically assign tasks and execute the next step in the workflow. Update the firm database, team members and clients with new information. 
  • Calendar Management: Create and track calendar entries in real time with a legal calendar. Toggle between firm-wide and personal views, color code entries and print calendar reports as physical reminders. 
    • Calendar Sync: Design automated calendar entries for recurring meetings and notifications for upcoming events. Connect to the Outlook 365 application for real-time synchronization of calendar entries. 
    • Deadline Management: Steer clear of malpractice claims with the LawToolBox portal. Automatically add jurisdiction-based deadlines and time-based triggers to legal matters. 
  • Client Services: Improve the overall client experience with an efficient intake process, communications module and client portal. 
    • Client Portal: Share messages, calendar entries, documentation and invoices with clients securely via the client portal. 
    • Direct Communication: Communicate with clients via dedicated private lines. Control client access to sensitive information and keep track of their communications with the firm. 
    • Client Intake: Streamline the firm’s client intake process with self-populating contact forms, automated emails and documentation. Schedule tasks and perform conflict checks against client databases. 
    • Reporting: Run reports to track marketing ROI, profitable practice areas and referrals. 
  • Document Management: Manage documents directly from associated matters or from integrated web browsers or applications like Microsoft Word. Access and share legal documentation securely from any device with an internet connection. 
    • Email Management: Store emails to associated matter files in its native .MSG format. Search for specific emails based on subject, content and date sent/received. Integrate with Microsoft Outlook and automatically log any time spent reviewing, sending or editing emails. 
    • Document Tracking: Search for individual documents using multiple data fields. Track changes made across different versions of the same file. 
    • Integrations: Open, edit and save documents with the built-in Centerbase Drive inclusion. Integrate with NetDocuments to seamlessly consolidate documents into workspaces. 
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  • Fact Chronologies: Go over all case-related facts, witnesses, evidence and issues with a fine comb. Organize facts by contacts, issues, sources, date and time. Search for specific facts and connect them to corresponding contacts, issues and documentary proof. Use the Highlights tool to analyze and create new facts from existing information. Edit facts inline and specify date and time of their occurrence. 
  • Visual Timelines: Arrange case-related facts in a visual timeline. Configure the timeline view with filter, scale slider and saved views. The scale slider can adjust the width of the timeline or expand on specific parts. Export or import the timeline in PDF or editable SVG format. 
  • Text Search: Leverage optical character recognition (OCR) to perform a keyword-based full-text search of legal documents. Use the reviewer to create facts directly from matching page results. 
  • Case Outlines: Connect legal claims with corresponding issues to build consolidated case outlines. Create and maintain a library of claim templates, along with sets of relevant issues. 
  • Document Review: Prep legal documents for review by highlighting text and adding annotations and bookmarks. Create facts and add them to the timeline directly from the reviewer. Automatically connect facts to the section of the document that acts as evidence. 
  • Audio and Video Review: Accept a wide range of media formats as evidence. Automatically create transcripts of speech in audio and video files. Highlight any section of the transcript to create a clip from the corresponding media file. 
  • Deposition and Transcript Management: Highlight sections of the deposition transcript to create annotations and facts automatically. Identify page and line numbers of highlighted sections to create Bluebook-correct citations. 
  • Reporting: Run preconfigured reports to generate tangible work products, such as statements of fact, deposition outlines and opening statements. The “Facts by Issues” report provides a ready-made statement of material facts for cross-examination. For every report generated, lawyers can request a zip file containing the list of referenced documents. 
  • Task Management: Track personal and group tasks from the same module. Assign tasks to multiple members across different teams. Review all active tasks and set up email and pop-up reminders for important events. 
  • Security Engineering: The entire infrastructure is hosted on Amazon Web Services. Implement best practice application frameworks, such as XSS protection, CSRF protection, audit logging, rate limiting and more. Anonymize data via UUID generation, scan for viruses and malware and hash all passwords before storage. 
    • Network and Storage Security: All data is encrypted in transit and at rest. Secure incoming and outgoing connections via TLS. 
    • Operational Security: Test and review all code. Create backups regularly and store them for extended periods. 
    • Account Security: Ensure account integrity with two-factor authentication, single sign-on, permission-based access and session tracking. 
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Product Ranking

#60

among all
Legal Software

#71

among all
Legal Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 0 62 82 69 75 44 71 0 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 60 reviews
Excellent User Sentiment 41 reviews
92%
of users recommend this product

Centerbase has a 'excellent' User Satisfaction Rating of 92% when considering 60 user reviews from 3 recognized software review sites.

91%
of users recommend this product

CaseFleet has a 'excellent' User Satisfaction Rating of 91% when considering 41 user reviews from 3 recognized software review sites.

3.8 (2)
4.5 (2)
4.61 (31)
4.59 (22)
4.7 (27)
4.5 (17)

Awards

Centerbase stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

CaseFleet stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Robust Billing: Centerbase offers advanced billing and accounting features that streamline the process of generating invoices, tracking payments, and managing client accounts.
Streamlined Matter Management: Centerbase provides robust matter management capabilities, allowing law firms to effectively organize case files, track deadlines, and manage client information.
Customizable Workflows: Centerbase allows firms to create customized workflows to automate repetitive tasks, ensuring consistency and efficiency in handling routine processes.
Document Management: Centerbase offers integrated document management features, enabling firms to securely store, organize, and retrieve case-related documents within a centralized system.
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Intuitive Interface: Legal professionals appreciate the platform's user-friendly design, finding it easy to navigate and manage their cases efficiently.
Robust Document Management: Users praise CaseFleet's capabilities for organizing, storing, and retrieving legal documents, streamlining their workflow and reducing the risk of misplacing crucial information.
Effective Collaboration: The platform facilitates seamless collaboration among legal teams, allowing them to share case files, notes, and tasks, fostering teamwork and enhancing productivity.
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Complex Setup: Centerbase requires significant setup and configuration, demanding more time and resources compared to other cloud-based legal software options.
Limited Client Intake: Users have reported that Centerbase's client intake features are not as robust as desired, potentially slowing down the onboarding process for new clients.
Expensive Support: While Centerbase offers support, it comes at a significant cost of $200 per hour, which can be a deterrent for firms operating on tighter budgets.
Reporting Limitations: Some users have expressed frustration with limitations in Centerbase's reporting capabilities, particularly the inability to customize column headings within specific data sets.
Customer Service Concerns: Several reviews have highlighted concerns about Centerbase's customer service, citing issues such as slow response times, difficulty reaching support staff, and unresolved technical problems.
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Limited Customization: Some users have expressed frustration with the inflexibility of CaseFleet's templates and the limited ability to customize the platform to their specific workflow needs.
Learning Curve: A few users have mentioned that CaseFleet has a steep learning curve, especially for those who are not tech-savvy or familiar with legal case management software.
Occasional Performance Issues: While generally considered reliable, some users have reported occasional slow loading times or glitches, particularly when dealing with large case files.
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Is Centerbase the center of attention when it comes to legal software, or does it strike out? User reviews from the past year reveal a mixed bag. While many users praise Centerbase for its robust customization options, powerful features like automated time capture, and seamless accounting integration, some express concerns about customer service and initial setup complexity. For instance, one user raved about how Centerbase's customizability allowed them to tailor workflows and improve efficiency in identifying and managing projects. Conversely, another user found the customer service, which relies on third-party partners charging $200/hour, to be a significant drawback. What truly sets Centerbase apart is its comprehensive approach to law firm management, encompassing everything from matter management and billing to document automation and workflow customization. This makes it a one-stop shop for firms looking to streamline operations and boost productivity. However, this strength can also be a weakness, as the sheer breadth of features can be overwhelming for smaller firms or solo practitioners who may not need such an extensive suite of tools. In a nutshell, Centerbase is like a Swiss Army knife for law firms – incredibly versatile and powerful, but potentially daunting to use effectively without proper guidance. It's best suited for mid-to-large-sized firms with 5 or more lawyers who can fully utilize its extensive feature set and afford the potentially high support costs. Smaller firms or those seeking a simpler solution might find Centerbase to be overkill.

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Is CaseFleet the "case closed" solution for your legal practice? User reviews from the past year suggest that CaseFleet is a powerful tool for attorneys, particularly those in small firms or solo practices. Users praise its intuitive interface and robust features, particularly the chronology tool, which links evidence directly to case facts, and the comprehensive document management system. This allows for efficient organization and retrieval of information, a crucial aspect of legal work. Some users find CaseFleet's search functionality superior to competitors like MyCase and PracticePanther, highlighting its ability to quickly locate specific information within large volumes of documents. However, CaseFleet is not without its drawbacks. Some users have expressed frustration with occasional glitches and the learning curve associated with its advanced features. Others desire more integrations with other software, such as billing and accounting platforms. Despite these criticisms, the majority of users find CaseFleet to be a valuable asset, enabling them to streamline their workflows, improve accuracy, and ultimately, better serve their clients. CaseFleet seems best suited for legal professionals who prioritize organization, efficiency, and in-depth case analysis, particularly those who handle complex litigation or have extensive document-heavy cases.

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