Centerbase

Exciting news! Centerbase Payments, powered by Stripe, is here — a faster, easier, and more secure way to manage your firm’s payments.

With the new Centerbase Payments, powered by Stripe, your clients can pay via credit card, debit, or ACH—right from the invoice you send. Funds are automatically applied to the correct matter, and you’ll have full visibility into the entire payment lifecycle, all without ever leaving Centerbase.

Schedule a call with Patrick today to learn more. [link to: https://calendly.com/patrick-gudmundson-centerbase/centerbase-payments-demonstration]

Your future leaders are already at your firm, so it's time to invest in them. But how?

We have you covered! Start by attending our next webinar on June 17 with guest Elyssa A. Goldstein, CLM, PHR, SHRM-CP. Elyssa will share practical ways to engage, mentor, and grow the emerging talent that's already on your bench. Register today --> https://centerbase.com/webinars/how-to-train-mentor-and-retain-your-law-firms-next-generation-of-talent/

And if you heard Elyssa on The Mostly Legal Podcast, you already know she has a plethora of wisdom on this topic from firsthand experience. You don't want to miss it!

What do law firm KPIs, phantom income, and K-1 confusion all have in common? They’re part of our latest episode of The Mostly Legal Podcast with special guest Terrell Turner, CPA!

We talk trust accounts, common financial misconceptions in law firms, and why learning Excel might save your firm.

👉 Listen where you get your podcast or watch on YouTube: https://youtu.be/1jigySaD0x4

Just a few more days until we see you at the Association of Legal Administrators (ALA) Annual Conference in Nashville!

Get ready to network, learn, and have fun with your peers and the amazing ALA team.

There’s a lot going on at the Centerbase booth, so we hope you’ll stop by and say hi!
💻 Demo stations
👜 Sneak peek of the The Mostly Legal Podcast swag shop
🎲 Games and prizes
👋 Speakers and special guests

See you May 18-21 in Nashville!

What would happen if your law firm revamped its client billing process?

It could look like this:

• Adopt a batch billing system
• Distribute pre-bills on one day of the month
• Require pre-bill edits due 5 days later
• Issue invoices 5 days after edits are due

So you could achieve this:

• Eliminate errors
• Speed up the billing process
• Balance work loads for happier staff
• Get paid 20% faster

See how Lathum, Luna, Eden & Beaudine, LLP did just this >>

Lock into the power of AI for the legal space!

Whether you're exploring AI tools for the first time or ready to optimize your existing tech stack, Colin Levy, a leading voice at the intersection of law and technology, shares his expertise to help you learn:

✅ How legal teams are using AI
✅ Real-world use cases
✅ Ethical and regulatory considerations
✅ How to evaluate and adopt AI tools without disruption
✅ Questions to ask vendors before implementing AI
✅ Strategies for building a responsible AI plan

📅 Date: May 21, 2025
🕐 Time 1:00 PM Eastern / 12:00 PM Central

📍Register to secure your spot and get the recording:
https://centerbase.com/webinars/unlocking-the-power-of-ai-in-the-legal-landscape/

Do you know how well your legal practice is operating? Effective management is essential to enhancing your firm's profitability, client satisfaction, and professionalism, so get the latest best practices here, including:

• Common challenges law firms face
• 13 best practices for modern law firm management
• Key tools to improve efficiency
• FAQs about law firm operations

Law Firm Management: The Ultimate Guide for Modern Firms - centerbase.com Discover law firm management made easy—best practices, automation and tools to boost efficiency, collaboration and profitability in modern firms.

Managing partners, attorneys, and legal administrators have different views on firm challenges, according to our latest trends report:
- Managing Partners: Cash flow management is the biggest challenge for 39%.
- Attorneys: 46% struggle with managing their caseloads.
- Legal Administrators: 40% find staffing and technology adoption difficult.

Do these challenges resonate with you? Are there others that should be on the list?

Read more about law firm leaders' views of 2025 in the report:

Top Trends in Legal Operations for 2025 - centerbase.com The latest Future of Legal Operations Report offers top trends leaders of small- and mid-sized law firms need to know.

🚨 Law Firm Leaders – Simplify Your Numbers! 🚨

Struggling to track the right KPIs? Join Terrell Turner, expert law firm consultant, for an exclusive webinar on The Smart Number Framework to help you make smarter, data-driven decisions!

📅 Date: April 9th, 2025
⏰ Time: 12:00 PM ET / 11:00 AM CT

🔑 What You’ll Learn:
✅ Key KPIs every law firm leader should track
✅ A simple framework to act on your numbers
✅ How to cut through data clutter and boost profitability

📥 Register Here to Secure Your Spot! Can’t make it? We’ll send you the recording.

https://centerbase.com/webinars/simplifying-your-life-through-smart-numbers/

About Terrell Turner:
Terrell A. Turner, CPA, is a 3-time 40 Under 40 honoree and founder of TLTurner Group. He specializes in making finance easy for law firms and serves as chair of the Law Firm Finance Committee within the American Bar Association.

Don’t miss this opportunity to lead smarter! 📊💼

Did you know? Only 20% of firms saw revenue growth above 20% in 2024. Many firms want to scale in 2025, but operational inefficiencies are holding them back.

🚀 The top 3 barriers to scaling include:
1️⃣ Caseload management
2️⃣ Keeping up with technology
3️⃣ Maintaining cash flow

How does your firm stack up? Do you share these same challenges?