AI agents for Centerbase

List items

Lists items of any Centerbase type (1 users, 2 activities, 3 contacts, 14 notes, 17 documents, 30 bills, 32 billing entries, 1001 matters, 1010 potential new clients …) with up to ten field criteria.

Find matters

Lists active matters whose name contains some text (or all of them), with the default template's matter number, status, client and short description.

Find contacts

Lists active contacts whose name or primary email contains some text, with first and last name, email, phones and client flag.

List tasks and appointments

Lists activities (tasks and appointments) starting within a date range.

List time and expenses

Lists billing entries (time and expenses) dated within a range.

List bills

Lists bills (invoices) issued within a date range.

List users

Lists the firm's active Centerbase users.

Add a contact

Adds a contact with its display name and optionally a first and last name, primary email and work and mobile phones (default-template field IDs).

Add an item

Adds any kind of Centerbase item (a matter 1001, a billing entry 32, a potential new client 1010 …) with field values by field ID, like 1001:1026 for a matter's name.

Add a note

Adds a note with its text to an existing item, such as a matter or a contact (by its item-id).

Add a task or appointment

Adds an appointment or a task with a subject, start and end.

Link items

Links one or more items (contacts, notes, documents …) to another item, such as a matter, by their item-ids.