Document Bundles Generator
Simple and Fast Document Bundle Generation
Then, when you are ready, all you need to do is click ‘Add Bundle’. You will then see all the grouped documents on table of contents, where you can edit and re-order them if you wish. One more click and your bundle will be generated automatically for you with a cover page, index, pagination and your branding. No administration work is required.
Need to make more changes? No matter at what stage of creating your bundle, you can always go back and edit and re-order the documents and regenerate a new bundle.
Inbuilt and Included in Every Subscription
With Thread Legal, there is no need to purchase a third party product, pay per booklet or purchase an additional module in order to create briefs.
As it is inbuilt, you can start building your brief from when you open the file, there is no need to upload or transfer documents to another system.
Related
Features
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.
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.
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.