Legal software built for your Wills, Trusts & Estates practice
Manage and modernize your law firm.
From new wills to long-term estate planning, and everything in between
For every estate planning detail from appointments to billing, Thryv legal document management software will modernize and manage your firm.
Scheduling & Appointments
Drive online bookings and manage your team’s complex schedules.
Billing, Invoices & Payments
Build and send invoices, and offer online payment options.
Client Portal
Interact with clients and share documents via a safe and secure online portal.
Scheduling & Appointments
Maximize your billable hours with full visibility into your staff’s caseload and appointments. Drive consultation bookings online, and allow clients to schedule, reschedule or cancel appointments 24/7. It’s the perfect calendar for your practice management.
Growing a small business is hard. Without Thryv, it’s impossible.
Billing, Invoices & Payments
Record billable hours via custom estimates clients can review and approve. Accept retainers and payments online, offer flat fee installment plans, or process payments on the spot via any device. Use card on file to automate billing and eliminate unpaid invoices.
Client Portal
Upload documents, contracts and files clients can access anytime. Empower clients to manage their own appointments, view power of attorneys and make payments online.
Thryv integrates with Quickbooks, Outlook, iCal, Google Calendar and more, so you keep everything in sync.
*All integrations may not be available in all countries.
Powered by
NEVER THOUGHT WE NEEDED CRM
I never thought we needed customer relationship management (CRM). However, Thryv put all of our client data, documents and correspondence in one place. It’s easier to find everything and respond to client questions in a timely manner.
FRED | SMITH AND SIMPSON FAMILY LAW OFFICES
You plan for their future. Now plan for yours.
Thryv case management software for lawyers will modernize your firm.
Let’s Keep in Touch