Centerbase

Create a multi-party matter.

Define percentage split rules for each billable line item.

Generate consolidated LEDES files for all carriers simultaneously.

Apply specific OCG rules per carrier.

Connect Centerbase to Power BI.

Filter historical matter data by fee earner and practice area.

Compare actual hours spent vs. flat-fee revenue.

Adjust staffing models based on AI-projected costs.

Embed a custom Centerbase web form on the firm website.

Auto-populate matter fields from form submission.

Run an automated conflict search against the relational database.

Trigger a task for partner approval.

Enable the 'Auto-Capture' desktop feature.

Review the timeline of emails sent and documents edited.

Convert captured activities into billable time entries with one click.

Submit entries to the billing manager.

Deposit funds into a specific matter trust account.

Generate a three-way reconciliation report monthly.

Auto-pay invoices from trust once client approval is received.

Maintain a full audit log of all fund movements.

Create a workflow template for 'Estate Planning'.

Set automatic task assignments for each stage (Drafting, Review, Execution).

Generate document sets using HotDocs or native automation.

Track progress via a real-time Kanban dashboard.

Set a trigger for invoices overdue by 30 days.

Auto-send a polite email reminder with a secure payment link.

Apply automatic late fees based on firm policy.

Notify the billing partner if payment is not received within 60 days.