Firm operations & billing
Centerbase
Practice management and accounting for mid-sized law firms.
Last observed 42 days ago. Records are treated as awaiting re-check after ninety days.
Editorial assessment
Practice management and accounting for mid-sized firms, with a published SOC 2 statement.
This section is the CounselAtlas editorial desk’s own reading of the dated facts below. It is not a vendor statement, not a rating, and not a recommendation. Every product fact it rests on is recorded with a source in the record.
What it is
Practice management and accounting for mid-sized law firms. The vendor publishes a SOC 2 Type 2 statement and describes its encryption and backup controls.
What it is not
It is not a document review platform and it is not a research tool. It is a system of record for running a firm, with accounting built in.
Who it tends to fit
- Mid-sized firms that need practice management and accounting in one system
- Firms that want a published SOC 2 statement
- Firms that have outgrown a solo-focused platform
Who it tends not to fit
- Solo attorneys who want the simplest possible stack
- Firms that need document review and production
- Firms looking for research or drafting tools
What to ask before you buy
- What is the price, and how does it scale with users?
- How does the accounting handle multi-jurisdiction trust rules?
- Which data region hosts my data?
- What does export look like if I leave?
Limits in the record
- The vendor does not publish a price in the checked source.
- The vendor does not publish a data-location statement naming a region in the checked source.
- It is oriented to mid-sized firms, so small-firm fit is not established by the checked source.
How it sits in Firm operations & billing
Inside firm operations and billing, this is the mid-sized-firm option alongside Actionstep. CosmoLex serves smaller firms and Mitratech serves enterprises, so this sits in the middle of the range.
Reading the vendor’s wording
The vendor states that the platform is SOC 2 Type 2 compliant with controls audited annually by an independent third party, that data is protected with 256-bit AES encryption in transit and at rest, and that backups are replicated to a mirrored disaster-recovery site. The backup detail is more specific than most peers publish.
How to evaluate it in a trial
- Ask for the price and how it scales with users.
- Ask how the accounting handles multi-jurisdiction trust rules.
- Ask which data region hosts your data.
- Ask what export looks like if you leave.
What adopting it costs
It is a firm-wide system of record with accounting, so adopting it means replacing an existing platform and migrating financial records. That is a heavier migration than a point tool.
Closest alternative
Actionstep — The closest mid-sized-firm peer. Both serve firms with trust accounting; the difference is usually accounting depth and hosting disclosure.
The record
Everything below is a dated observation from the vendor’s own published material. Each line links to the page it came from so you can confirm it yourself.
What we verified
- Vendor
- Centerbase. Observed September 21, 2026 · Vendor page ↗
- Price path
- Public price: Vendor publishes a pricing page. Observed September 21, 2026 · Source ↗
- What it does
- General practice. Centerbase presents practice management and accounting for mid-sized firms. Observed September 21, 2026 · Source ↗
- Firm-size scope
- Not stated. Observed September 21, 2026 · Checked page ↗
- Connections
- Not stated. Observed September 21, 2026 · Checked page ↗
- Data location
- Backups are encrypted and replicated to a mirrored disaster-recovery site, so a single point of failure never puts your firm's data at risk.. Observed September 21, 2026 · Source ↗