Home > Legal Software > MyCase > MyCase vs Centerbase

MyCase vs Centerbase

Last Updated: November 18th, 2024

Our analysts compared MyCase 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.

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Product Basics

MyCase is a cloud-based practice management tool designed to streamline legal operations, including document management, client intake, billing and accounting, time tracking and litigation. Drive collaboration across teams, monitor case progress and assign tasks via the legal calendar. Prepare automated workflows for daily activities and centralize client communication with a dedicated self-service client portal. Offer multiple payment options and tailored plans along with LEDES billing. Implement an effective lead conversion strategy with optimized intake forms, firm websites and analytics dashboards.

Accessible from any mobile device, it enables lawyers to run preconfigured reports on business health, automatically perform year-end reconciliations and manage trust accounts. Secure user accounts and legal documents with bank-grade encryption both at rest and during transit. Eliminate data redundancy with automated data validation.

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.

$39/User, Monthly

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$59 Monthly

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Small

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Large

Small

Medium

Large

Windows

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Android

Chromebook

Windows

Mac

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Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

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Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

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Videos

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Phone

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FAQ

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Knowledge Base

24/7 Live Support

Phone

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24/7 Live Support

Product Insights

Maximize Billable Hours: Save time with simplified time tracking and billing capabilities to focus more on billable tasks.
Improved Lead Conversion: Convert leads into paying clients and understand the sales pipeline better with streamlined lead management services.
Dedicated Website Service: Attract more leads with access to a customizable website, SEO tools and Google Analytics.
Easily Accessible Case Files: Get 24/7 access to critical case information from any device with an internet connection and from any location.
Minimum Time to Market: Reduce the ramp time for existing employees with an intuitive UI and a plentiful knowledge base.
Simplified Collaboration: Share case progress, deadlines and crucial touchpoints with team members and clients via a shared legal calendar.

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.

Case Management: Consolidate case-related documents into one location, track ongoing cases and manage obligations through the legal calendar. Leverage automated workflows to carry out repetitive tasks and standard procedures.
- Documentation: Store an unlimited number of documents in customizable folders. Pre-fill document templates with case information. Encourage collaboration on documents across multiple teams, track version history and access legal documents globally from any mobile device. Upload, download and print documents in bulk.
- Legal Calendar: Create calendar entries and link them to associated cases. Share important events with clients and team members. Color code entries and sort by status or cases. Access a personal calendar and a centralized calendar for firm-wide updates on meetings, deadlines and appointments. Automatically get notifications on important events, touchpoints and Statute of Limitation deadlines.
- Status Reports: Get real-time insights into case history, progress and status via the dashboard. Track the firm’s productivity with built-in reports. Supported reporting metrics include cases by stage, average duration spent in each case and cases closed over time.
- Automated Workflows: Implement code-free automation to prepare workflows for standard processes. Automatically set case milestones, assign tasks and create forms. Get alerts for important dates, trial hearings and deadlines.
Integrations: Integrate with Microsoft Outlook for real-time document synchronization, collaborative editing, offline editing and browser-based editing. Other integrations include Google Calendar, Outlook Calendar, QuickBook and Mailchimp.
Security: Encrypt case files and messages with 128-bit SSL encryption while in transit and with 256-bit AES encryption at rest. Regularly back up the firm’s data. Validate data integrity after every update and eliminate redundancies. Physical access to servers is controlled via security escorts and two-factor authentication.
Electronic Signatures: Send encrypted documents to clients for their signatures. Supports multiple signers and countersigners and complies with the ESIGN act. Use the eSignature dashboard to track pending signatures.
Billing: Manage the entire billing cycle from invoicing and time tracking to payments and accounting.
- Legal Invoicing: Create legal invoices directly from time entries. Generate UTBMS codes for billable tasks and implement LEDES billing. Prepare invoices in bulk and share them with clients via the client portal, emails or traditional paper. Sort invoices by payment status and get automated notifications for overdue and outstanding payments. Automatically notify clients regarding outstanding invoices.
- Revenue Reporting: Run built-in reports on aging invoices and accounts receivable. Run reports on the firm’s financial health. Compare the amount billed to revenue collected to prepare a case revenue report. Measure performance against business goals and take corrective action if necessary.
- Time Tracking: Track billable hours with multiple timers or add entries after completing the task. The Smart Time Finder tool identifies billable actions without time entries. Leverage billable and non-billable expense tracking and embedded activity timers to maximize billing proficiency. Track time on the go from mobile devices and automatically link entries to associated cases.
Payments: Offer clients multiple secure payment options, including in-person, over the phone, and online via credit card (Visa, Mastercard, Discover, AMEX) or eCheck (ACH). Process eChecks for free and automatically update invoice status and trust accounts for payment reconciliation. Set up tailored payment plans and automated monthly reminders for clients.
- Accounting: Seamlessly manage multiple trust and operating accounts. Deduct credit card fees only from operating accounts, maintain detailed logs of every transaction and organize payment history by date range or case.
Lead Management: Use the Lead Status Board extension to manage the entire lead lifecycle from prospect to client. Break down lead acquisition into multiple stages and assign staff tasks for every step. The analytics dashboard gives complete visibility into successful referrals, touchpoint history and conversion rate. Process leads faster with customizable intake forms and eSignature support.
Client Experience: Provide clients with a secure, two-way channel for sharing messages, documents and events via the client portal. Automatically record all correspondence for future reference. Directly share invoice links for simple, secure and direct online payment.
Website: Design a custom, mobile-friendly website with preconfigured search engine optimization, Google Analytics integration and 99% uptime. Upload a custom business logo. Embed client intake forms and client portal connections directly into the website.

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.

Product Ranking

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#60

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Analyst Rating Summary

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User Sentiment Summary

93%

of users recommend this product

MyCase has a 'excellent' User Satisfaction Rating of 93% when considering 945 user reviews from 4 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.

4.4 (107)

3.8 (2)

4.72 (449)

4.61 (31)

4.7 (373)

4.7 (27)

3.8 (16)

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Awards

Synopsis of User Ratings and Reviews

Client Communication: MyCase offers a secure client portal that facilitates easy document sharing, messaging, and appointment scheduling, streamlining communication and collaboration.

Case Management: The platform provides tools for organizing case files, tracking deadlines, and managing tasks, ensuring that legal professionals stay on top of their workload.

Billing and Invoicing: MyCase simplifies the billing process with features like time tracking, expense recording, and online payment processing, making it easier for lawyers to get paid promptly.

Mobile App: The MyCase mobile app allows attorneys to access case information, communicate with clients, and manage tasks on the go, providing flexibility and convenience.

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.

Limited Customization: MyCase offers limited options for tailoring workflows or interfaces to specific firm needs, which can be frustrating for users with unique processes.

Billing Challenges: Some users report difficulties with generating invoices, particularly batch billing, leading to inefficiencies and potential errors in client billing.

Mobile App Functionality: The mobile app's features and functionality lag behind the desktop version, limiting its usefulness for lawyers on the go.

Integrations: MyCase's integrations with other software can be limited, requiring workarounds or manual data entry to connect with essential tools.

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.

MyCase has attracted a loyal following within the legal community, with many users praising its intuitive interface and comprehensive features. The platform's ease of use is a recurring theme in reviews, making it accessible even for those with limited technical expertise. Users appreciate the ability to efficiently manage cases, track time, and communicate with clients all within a single platform. MyCase's billing and invoicing tools also receive positive feedback, streamlining the often cumbersome process of generating invoices and collecting payments. Compared to competitors like Clio and PracticePanther, MyCase is often lauded for its affordability and user-friendly design, making it a popular choice for solo practitioners and small law firms. However, some users note that MyCase's reporting capabilities may not be as robust as those offered by some competitors, and integrations with third-party applications could be more extensive. Despite these limitations, MyCase's core functionality, affordability, and ease of use make it a compelling option for legal professionals seeking a reliable and efficient practice management solution.

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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FAQ

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