Task Management made simple
for Legal Services.
Master how you manage your day with Case Management
A CRM designed to fit "how you work,"
while your clients and their cases remain
the heart of your business.
Thryv’s® powerful CRM helps you manage your clients and their cases
all in one organised place so you can deliver a better client experience.
Keeping track of one client with multiple cases can be confusing and disorganised.
Thryv lets you manage multiple cases organised under one client, while connecting every important client detail, conversation, appointment, payment and more!
Whether your client has one case, or seven... they all stay connected!
CRM - Client Experience
Treat every case like a winner keeping important details and milestones at your fingertips!
- Track each cases number, hearing info, court details and notes.
- Create customised fields to capture and manage detailed case information.
- Assign paralegals or counsel based on each case needs.
Case Tracking
Track all of your court appointments, depositions, retainers and payments associated to each case, while keeping your client informed.
Customised Details
Keep records up to date by editing case information, notating client background info, or updating payment information.
Automate Communication
Stay on top of schedules and court appearances by creating notes with due dates or setting reminders for all parties involved.
Project Management
Payments by Case
Track all billing details easier with each payment, retainer and invoice associated directly to the individual case for your solicitor fees.
Scheduling by Case
Track and manage all appointments, follow-ups and automatic reminders easier with each scheduled consultation or mediation session associated directly to the individual case.
Documents by Case
Track, share and request documents easier by each individual case whether it's for motion repsonses, final disclosures or interrogatories.
Communications by Case
Send automated specialised messages to your clients asking for a review or reminder for retainer payments with upcoming due dates.
Client Portal
Communication made simple for your clients.
Thryv's Client Portal is the conduit between your business and your client's interactions and communication, including where they go to schedule consultations, send signed documents, make a payment for retainers and solicitor fees and more.
Send Messages
Clients can easily communicate with you and your legal team related to any case.
Schedule Appointments
Clients can schedule appointments associated to their specific case.
Make Payments
Clients can make payments for retainers, as well as legal and court fees.
Share Documents
Clients can share new case documents or request court records.
Purchase Packages
Clients can purchase packages for legal services and advice.
Manage their Cases
Manage case details individually while toggling between multiple cases associated to the same client.
To be able to have different jobs for the same client is amazing!
Petrina Tebor | Air Duct Aseptics, Florida USA
