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Beginner's Guide for Centerbase

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Welcome to Centerbase!

We've put together a list of articles to help you get started on some of the standard features in Centerbase. 

First, let's show you around.

  1. Logging in to Centerbase
  2. Setting Up Your Dashboard
  3. Navigating an Item Homepage

Creating a new Client/Matter

  1. Creating a Client
  2. Creating a Matter
  3. Running a Conflict Check

Document Management in Centerbase

  1. Accessing Documents in the Web
  2. Mapping Centerbase as a Drive
  3. NetDocuments Integration

Calendaring in Centerbase

  1. How our Calendar Works
  2. Syncing your O365 calendar

Timekeeping in Centerbase

  1. How to Use the Timesheet
  2. Understanding the Time Entry Dialog
  3. Mobile Timekeeping

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