Legal software built for your Wills, Trusts & Estates practice

Manage and modernize your law firm.

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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

Let Thryv manage your scheduling and 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.

Calendar Estate Planning

Growing a small business is hard. Without Thryv, it’s impossible.

Billing, Invoices & Payments

Get paid up front or on a schedule, and never miss a payment.

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

Offer clients an online portal for secure communication and document sharing.

Upload documents, contracts and files clients can access anytime. Empower clients to manage their own appointments, view power of attorneys and make payments online.

Estate Planning with customers

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.

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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.



Sign smarter with Thryv Signatures.

Getting electronic signatures on estate planning law paperwork just got easier with Thryv Signatures. Create tamper-proof templates, set the signing order and get back to work while Thryv does the rest. We’ll send daily signing reminders and automatically sync documents to the correct clients within our CRM so all your correspondences are easily organized all in one place.


Thryv signatures

You plan for their future. Now plan for yours.

Thryv case management software for lawyers will modernize your firm.

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