Contacts
Comprehensive Contact Management
The Contact listing shows key contact information, important documents such as AML documents, files associated and custom fields so you can add information important to your firm.
Contacts can be emailed directly from the Thread Legal platform.
Contacts and Templates
Thread Legal’s automated templates make communicating with clients fast and easy. For example, templates can automatically add a client’s name, address and other important information, including custom information. This eliminates the possibility of ‘copy and paste’ errors on frequently used documents, and can save hours of time each week.
Related
Features
Easily and efficiently execute documents using electronic signatures.
From recording addresses to attaching documents you can collate all relevant contacts information in one location.
Allow your entire legal team to work on a case at the same time.
Access files from any location, any device, any time. Always 100% protected by Microsoft’s enterprise security.
Instantly search your entire system with any simple word, phrase or number.
Create Custom Fields unique to your practice, to optimise your workflow within Thread Legal.
Personalised homepage, tailored to your role, with information relevant to you. Everything you need to manage and prioritise your workload.
Scan directly into Thread Legal, with AI-supported linking to files.
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.
Onboard, manage and update clients within minutes, with end-to-end file management.
Add, edit, co-author, and share documents securely. Autogenerate important file documents within seconds and briefs within minutes.
No-click email management. Emails and email responses are automatically saved onto the file when you send from Thread Legal.
Track time automatically across documents, emails, phone calls and file management. Easily convert time into client bills.
Automatically generate your frequently used documents. Client-ready documents in one click, or even no clicks.
Create diary appointments from within a file, and automatically sync with your Outlook calendar.
Save hours of time per brief, with Thread Legal’s inbuilt document bundles generator.
Insights into individual, firm and financial performance at a glance.
Never miss another call, with call logs that can be viewed from your dashboard or mobile device.
Create, manage and delegate tasks for you and your team.
Never miss another important date, with key date logging, dashboards and automatic reminders.
Thread Legal stores data in a GDPR-compliant manner, and helps you to fulfil your GDPR responsibilities.
Attach AML documents and answer key questions within a client record, so that it is easy to see, verify and report on.