Automated Templates

Fast and Easy Template Creation

Create a bank of frequently used document templates and auto-populate these with case, client and custom-created information.

Documents can even be set to auto-create when opening a file, so that you can start work immediately.

Related
Features

Client SMS Messaging

Send automated text messages to clients to send reminders and updates about case-related issues.

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Electronic Signature Integration

Easily and efficiently execute documents using electronic signatures.

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Client Portal

The client portal allows a fast and secure document authorization, sharing and collaboration.

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Case Contacts

From recording addresses to attaching documents you can collate all relevant contacts information in one location.

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Case Collaboration

Allow your entire legal team to work on a case at the same time.

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Cloud Software with Microsoft

Access files from any location, any device, any time. Always 100% protected by Microsoft’s enterprise security.

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Smart Search

Instantly search your entire system with any simple word, phrase or number.

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Custom Fields

Create Custom Fields unique to your practice, to optimise your workflow within Thread Legal.

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Personalised Homepage

Personalised homepage, tailored to your role, with information relevant to you. Everything you need to manage and prioritise your workload.

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Scanning

Scan directly into Thread Legal, with AI-supported linking to files.

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Remote Working

Work from home, from court, or on the move. Access Thread Legal from any internet-connected device. Important client data is always at your fingertips.

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Data Security

Your data is stored in the most certified datacentres in the world. At a location chosen by you. With permission settings that mean you always control who has access to your sensitive information.

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File Management

Onboard, manage and update clients within minutes, with end-to-end file management.

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Document Management

Add, edit, co-author, and share documents securely. Autogenerate important file documents within seconds and briefs within minutes.

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Email Tracking

No-click email management. Emails and email responses are automatically saved onto the file when you send from Thread Legal.

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Contacts

Thread Legal provides a 360 degree view of each contact, tracking key documents, associated files and much more.

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Time Recording

Track time automatically across documents, emails, phone calls and file management. Easily convert time into client bills.

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Calendar

Create diary appointments from within a file, and automatically sync with your Outlook calendar.

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Brief & Booklet Generator

Save hours of time per brief, with Thread Legal’s inbuilt booklet generator.

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Reporting

Insights into individual, firm and financial performance at a glance.

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Phone Messages

Never miss another call, with call logs that can be viewed from your dashboard or mobile device.

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Task Management

Create, manage and delegate tasks for you and your team.

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Key Dates

Never miss another important date, with key date logging, dashboards and automatic reminders.

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Accounting Integrations

Thread integrates seamlessly with accounting software packages such as Klyant, Quill, QuickBooks, and Xero.

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GDPR Compliance

Thread Legal stores data in a GDPR-compliant manner, and helps you to fulfil your GDPR responsibilities.

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Access Control & Permissions

Full, granular control over which employees have access to files within your case management system. Access can be granted or removed instantly.

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AML Compliance

Attach AML documents and answer key questions within a client record, so that it is easy to see, verify and report on.

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