Watch how Business Center helped transform Navigate Financial Aid
Customer Relationship Management (CRM)
Store and protect client data with custom records for each client with our legal document management software. Filter clients with custom tagging, attach important notes to client records, and track your progress on each case. Communicate often by text and email, and share documents and answer questions via a client portal.
Scheduling & Calendars
Maximize your billable hours with full visibility into your staff’s caseload and appointments. Track consultations, mediation activities, court dates and more, including important information like location. Automate client management text and email reminders so your clients stay in the loop.
Estimates & Invoices
Get paid fast, thanks to professional estimates and invoicing. Reduce redundant tasks like invoice creation, and increase your billable hours. Accept retainers and payments online or process them on the spot via any device with Thryv’s billing software for law firms.
Easily integrate with the apps you use daily.
Enjoy seamless integration with your favorite apps.
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Watch how Business Center helped transform Navigate Financial Aid