Custom Fields can be added to document templates, meaning that any information you add into a Custom Field can be auto-inputted as part of a document workflow.
Send automated text messages to clients to send reminders and updates about case-related issues.
Easily and efficiently execute documents using electronic signatures.
The client portal allows a fast and secure document authorization, sharing and collaboration.
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.
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.
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.
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.
Thread Legal provides a 360 degree view of each contact, tracking key documents, associated files and much more.
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 booklet 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 integrates seamlessly with accounting software packages such as Klyant, Quill, QuickBooks, and Xero.
Thread Legal stores data in a GDPR-compliant manner, and helps you to fulfil your GDPR responsibilities.
Full, granular control over which employees have access to files within your case management system. Access can be granted or removed instantly.
Attach AML documents and answer key questions within a client record, so that it is easy to see, verify and report on.