Clio Grow vs Centerbase

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Our analysts compared Clio Grow vs Centerbase 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

Clio Grow is a cloud-based solution for firms to attract and retain clients. Users can manage all aspects of their client relationships with its secure contact database, email lists, alerts and secure communication modules. It automates appointment scheduling, with reminders and follow-ups to minimize no-shows and cancellations. Users can accept payments upfront with a Clio Manage integration. It also handles the entire client intake process with customizable intake forms and e-signatures.

Users can utilize its intuitive dashboards to get actionable intelligence on client intake, leads, revenue and productivity. Cloud-based and compliant, it provides robust cybersecurity for teams to securely collaborate from anywhere. Firms can leverage its exceptional support and referral network to enrich client intake.
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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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24/7 Live Support
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Product Insights

  • Strategic Automation: Leverage automated workflows for engagement agreements, emails and CRM. Pick and choose from a range of templates and customize them according to requirements. 
  • Easy Firm Collaboration: Connect with other legal practitioners through the Clio Referral Network. Refer cases to other lawyers and accept referrals while building a professional network. 
  • Seamless Data Sync: Sync with Clio Manage to directly access legal matters, contacts, bills, payments and time. Avoid repeatedly switching between platforms to save time and reduce errors. 
  • Streamlined Intake: Simplify the intake process using smart templates via the Quick Intake option. 
  • Multiple Integration Options: Strengthen CRM by integrating with Smith.ai and Lawlytics. 
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  • 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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  • Client Management: Improve customer experience for existing clients and follow up with potential customers via the legal customer relationship management portal. Always keep track of tasks, client requirements and opportunities. 
    • Contact Management: Tag and organize retained clients, professional contacts and potential customers to get an organized overview of their contact and matter details on the dashboard. Encourage potential contacts to show up for consultations with a simplified scheduling process and automated reminders. 
    • Client Services: Choose from a variety of customizable intake forms and create documents instantly. Automatically set up tasks, reminders and personalized multi-step email campaigns to keep clients up-to-date about case proceedings, increase engagement and convert potential leads. 
    • Client Insights: Get detailed reports on client referrals, high-value contacts, conversion rates and profitable practice areas to improve client retention rates and advertise efficiently. 
  • Intake Management: Streamline the intake process with a completely digital client intake portal. Eliminate paper usage, redundant PDF forms and in-person consultations, organize important details about new clients and track their status in real time. 
    • Intake Processing: Create a public intake form, link it to the firm website and share it with clients via email or SMS. Automatically create to-do lists, documents and emails to speed up the intake process. All contact and matter information is automatically categorized in the client relationship management portal. 
    • Lead Tracking: Get status updates and matter overviews of potential clients in the Lead Inbox and Matter Pipeline portals. Identify exactly which prospective clients require a follow-up and when in order to sign retainers. 
    • Intake Tasks: Schedule appointments and follow up on meetings with the Scheduler extension. Check potential contacts against the firm’s records to identify conflicts of interest and repeat clients. 
    • Synchronization: After completion of the intake process, synchronize all documents, notes, events, intake form details, and related contacts with the firm database through the cloud. 
  • E-signature: Automatically prepare documents with integrated e-signature capabilities. Send and approve e-signatures securely in order to speed up business processes and remove bottlenecks. 
  • Document Management: Prepare and send documents and retainers for e-signatures. Clients can even sign the legal documents securely from their phones and tablets without ever having to download, print or mail them. 
  • Task Automation: Stay on top of matter updates, client appointments and pending requests with real-time tracking and alerts. Keep current and prospective clients in the loop with timed-delivery email scheduling, unlimited email templates and automated reminders. 
  • Client Intake Insights: Identify the most successful practice areas, matter types, referral sources and top-performing firm members and clients with advanced reporting and analytics modules. Organize client intake reports and lead sources to improve financial forecasting and eliminate redundancies. 
  • Calendar Management: Optimize schedules to prevent same day, back-to-back and last minute appointments. Book meetings and appointments online with the easy-to-use, calendar extension that automatically sends event reminders and appointment confirmation alerts and provides firm-wide visibility. 
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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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Product Ranking

#8

among all
Legal Software

#60

among all
Legal Software

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User Sentiment Summary

Excellent User Sentiment 1165 reviews
Excellent User Sentiment 60 reviews
94%
of users recommend this product

Clio Grow has a 'excellent' User Satisfaction Rating of 94% when considering 1165 user reviews from 2 recognized software review sites.

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.

n/a
3.8 (2)
4.7 (1147)
4.61 (31)
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4.7 (27)
4.7 (18)
n/a

Awards

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

User Favorite Award

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

User Favorite Award

Synopsis of User Ratings and Reviews

Simplified Intake: Clio Grow makes it easier for legal professionals to manage the often cumbersome client intake process.
Lead Management: Users praise the software for its effectiveness in managing leads, enabling them to track and nurture potential clients.
Seamless Integrations: Clio Grow receives positive feedback for its ability to integrate with other tools, streamlining workflows for legal professionals.
Excellent Support: Users consistently highlight the strong customer support provided by Clio Grow, ensuring they receive assistance when needed.
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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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Price: Some users find the pricing structure of Clio Grow to be expensive, especially for smaller law firms or solo practitioners with limited budgets.
Learning Curve: New users unfamiliar with legal practice management software may face a learning curve when adapting to Clio Grow's features and interface, potentially requiring additional time for training and adjustment.
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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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Will Clio Grow help your law firm grow its client base? Many users say yes. Clio Grow is lauded for its user-friendly interface and seamless integrations, which simplify the often-cumbersome client intake process. For instance, users praise its ability to automate tasks like sending engagement letters and collecting information through online forms, saving them valuable time and reducing errors. This streamlined approach not only enhances efficiency but also allows lawyers to focus on what matters most: their clients. However, some users have pointed out that Clio Grow can be a bit pricey, especially for smaller firms or solo practitioners. Additionally, occasional bugs and feature limitations have been reported, though these appear to be relatively infrequent. Think of it like a well-maintained car: it might have a few minor hiccups now and then, but overall, it gets you where you need to go reliably. Clio Grow's emphasis on automation and client relationship management makes it stand out from the crowd. Unlike some competitors that focus primarily on case management, Clio Grow prioritizes nurturing leads and converting them into paying clients. This is achieved through features like automated email sequences, appointment scheduling, and personalized communication tools, all designed to enhance the client experience from the very first interaction. This makes it an ideal solution for firms looking to boost their client acquisition efforts and build stronger relationships that translate into long-term success. In conclusion, Clio Grow is best suited for law firms that place a premium on efficiency, automation, and providing a stellar client experience. While it may not be the cheapest option on the market, its robust features and user-friendly design make it a worthwhile investment for those looking to streamline their intake process and grow their client base effectively.

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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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