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<\/a><\/p>\n\u201cNormally one of the problem areas that our customers have highlighted is sometimes I have two distinct processes \u2014 I\u2019m setting up the matter over here, but then I\u2019m going over to NetDocs and I\u2019m also doing some other additional updates,\u201d Cormier explained. \u201cWe completely eliminate that kind of double typing moment.\u201d<\/p>\n
Two-Phase Rollout<\/h3>\n
The integration is rolling out in two phases. Phase one, available in Centerbase\u2019s April release, will enable matter data to flow from Centerbase to NetDocuments, triggering document creation and workspace setup.<\/p>\n
Phase two, targeted for May or June, will enable bidirectional data flow. Documents processed through ndMAX will be able to push extracted information \u2014 parties, dates, key obligations \u2014 back into Centerbase for reporting and further workflow automation.<\/p>\n
\u201cThink about uploading a document, pulling out any kind of party information or important facts, putting that into the system of record so that you can report on it or you can run matter workflows on it as well,\u201d Joyner said.<\/p>\n
Governance and Billing for AI Usage<\/h3>\n
Beyond workflow automation, the integration addresses what Centerbase sees as a critical need for midsized firms: governance over AI adoption. The company plans to capture usage data and enable firms to track and bill for AI-related work.<\/p>\n
\u201cFor these midsized law firms, governance can\u2019t just be a feature for the firms,\u201d Joyner said. \u201cThey need a system that can help them understand usage, that can actually track the usage from a billing standpoint and really work it into their workflows.\u201d<\/p>\n
This capability becomes particularly relevant as firms explore alternative fee arrangements, where understanding the efficiency gains from AI tools is essential to pricing work profitably.<\/p>\n
\u201cYou can start to see the timing around those workflows and you can start to build fee structures based on the data that\u2019s coming out of the system and it\u2019s not just guessing,\u201d Cormier added.<\/p>\n
A Platform for Third-Party Integrations<\/h3>\n
Centerbase positions this NetDocuments integration as the first of what it envisions as a broader ecosystem of workflow blocks that firms can activate. Rather than standalone API integrations that require technical expertise to modify, these embedded workflow actions can be configured by firm administrators.<\/p>\n
\u201cPart of the bigger vision here is to have more of these workflow blocks standardized that we can allow someone to activate them,\u201d Cormier said. \u201cWe\u2019re really looking in 2026 to build out a lot more of this functionality.\u201d<\/p>\n
\u201cAt NetDocuments, we\u2019re focused on helping legal professionals do their best work by
delivering intelligent tools within the systems they rely on every day,\u201d Reza Parsia<\/a>, vice president of strategic partnerships at NetDocuments, said in a statement: \u201cOur integration with Centerbase reflects that commitment by bringing ndMAX AI capabilities into the workflows firms already use to manage their matters.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"Centerbase, a practice management platform for midsized law firms, is announcing today an enhanced native integration with NetDocuments that makes it the first practice management platform to natively connect matter data with ndMAX, NetDocuments\u2019 AI-powered document intelligence system. Centerbase says that the integration, which it will be demonstrating at ABA TECHSHOW this week in Chicago, […]<\/p>\n","protected":false},"author":3,"featured_media":146957,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[24],"tags":[],"class_list":["post-146956","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-lawsite"],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/xira.com\/p\/wp-content\/uploads\/2026\/03\/Centerbase-NetDocs-Featured-1024x576-hjz7vJ.png?fit=1024%2C576&ssl=1","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/posts\/146956","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/comments?post=146956"}],"version-history":[{"count":0,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/posts\/146956\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/media\/146957"}],"wp:attachment":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/media?parent=146956"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/categories?post=146956"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/tags?post=146956"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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