CASE MANAGEMENT
No matter what legal services you provide or the size of your caseload, Thryv will modernize your business and manage your day.
CASE MANAGEMENT
Manage your clients and cases.
Store and protect client data with custom records for each client. Filter clients with custom tagging, attach important notes to client records, and track your progress on each case. Keep all communication in one place, regardless if you sent by text and email. Share documents and answer questions, safe and secure, with a Client Portal login specific to each client.
SCHEDULING & APPOINTMENTS
Manage your calendar, staff and appointments.
Maximize your billable hours with full visibility into your staff’s caseload and appointments. Track consultations, mediation activities, court dates and more, including important information like location. Automate text and email reminders so your clients stay in the loop.
Highlighted Feature: Packages
Manage payments upfront to save time following-up with clients once the case is closed.
Tip: Combine services to provide easy pricing such as an all Inclusive package with court appearances, filed paperwork, and billable hours included for one price.
ESTIMATES, INVOICES & PAYMENTS
Create professional Invoices clients can pay partially or in full right online.
Get paid on time, thanks to professional invoicing. Reduce redundant tasks like invoice creation, and increase your billable hours. Accept retainers and payments online, or process them on the spot via any device.
Highlighted Feature: ThryvPay
Establish recurring revenue and minimize those late or missed payments with scheduled payments. Offer your customers flexibility, allowing them to pay every day, week, month or even on a pre-determined day. Create installment plans and memberships for payment convenience and customer loyalty.
Pro Tips:
MEDIAN AGE
MEDIAN HOUSEHOLD INCOME
MEDIAN PEOPLE IN HOUSEHOLD
53%
Female
47%
Male
1. Aug 2019 Yahoo finance https://finance.yahoo.com/news/inside-minds-legal-consumers-law-120000652.html & Martindale-Avvo “Hiring an Attorney 2019” report
2. June 2018 The National Law Review https://www.natlawreview.com/article/10-insights-what-today-s-legal-consumer-wants-part-2
3. Aug 2019 National Jurist http://nationaljurist.com/smartlawyer/three-things-clients-look-when-hiring-lawyer
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