Thread Legal identifies the datacentre that your Microsoft 365 data is stored in, and utilises the same datacentre for your Thread Legal documents.
This location is chosen by you as part of your Microsoft 365 settings. If you are within the EU, Microsoft will choose an EU datacentre by default, meaning that you always comply with GDPR requirements.
Thread Legal’s granular level permissions and access control functionality reduces the risk of insider threats. Users only see the data directly relevant to their role within the company.
Easily and efficiently execute documents using electronic signatures.
Access files from any location, any device, any time. Always 100% protected by Microsoft’s enterprise security.
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.
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.
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.
Save hours of time per brief, with Thread Legal’s inbuilt booklet generator.
Insights into individual, firm and financial performance at a glance.
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.