CASE MANAGEMENT
From estate planning to transfer of assets and everything in between.
Whether you’re designating beneficiaries or establishing a power of attorney, Thryv will modernize your practice by automating admin task to help you be more efficient.
CASE MANAGEMENT
Organize case information for easy research and follow-up.
Store and manage all beneficiaries to a specific estate or will in one place. Create custom fields to keep track of important details including assets, properties, and power of attorney.
Highlighted Feature: Case Association
Easily organize and manage cases with multiple beneficiaries. Create individual detailed client files with customized fields and link them to one main case to be able to navigate and contact the right person at the right time.
Pro-Tip: Create one general “Case File” for Estates with multiple beneficiaries and store individual contact information and documents.
SCHEDULING & APPOINTMENTS
Minimize missed and late appointments with automated reminders.
Provide convenience to clients by scheduling meetings on the Thryv calendar to provide meeting locations right to their phone or email. Automate and send appointment reminders days or hours in advance and minimize missed or late appointments.
Highlighted Feature: Group Events
Create private Group Events for a specific family to be able to come together to discuss estate and will proceedings when needed. Notify each individual family member to add the meeting to their calendar with a clickable link.
Pro-Tip: Create a Group event to keep track of all persons involved in a will reading and to notify them of any changes.
REPUTATION MANAGEMENT
Build and manage your online reputation with more reviews.
Know what your clients are saying about you with reviews delivered directly inside Thryv. Automatically send review requests to clients once a case is completed to leave a review on major sites such as Google and Yelp increase reviews and overall star rating.
Highlighted Feature: Automated Campaigns
Automated Campaigns are personalized, timely and extremely relevant messages you can send to your clients based on an action or trigger.
Pro-Tip:
Trigger Automated campaigns to send to clients once a case is closed to request a review on top sites such as Google or Yelp.
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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