Keeping track of one client with multiple cases can be confusing and disorganized.
Thryv lets you manage multiple cases organized 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!
Track all of your court appointments, depositions, retainers and payments associated to each case, while keeping your client informed.
Keep records up to date by editing case information, notating client background info, or updating payment information.
Payments by Case
Track all billing details easier with each payment, retainer and invoice associated directly to the individual case for your attorney 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 specialized messages to your clients asking for a review or reminder for retainer payments with upcoming due dates.
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 attorney fees and more.
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