File Management

Fast, Easy, Comprehensive File Creation

Create a new file, check for conflicts and generate onboarding documents in under 5 minutes. Thread Legal’s file creation flow is fast, easy and comprehensive.

File Management

Add important file information such as contacts, key dates, appointments, phone messages, documents and more. Everything you need.

File information is accessible to every user with access permissions. So if a client calls, any member of the team can access important information, provide an update or process new requests.  

Files are customised by file type (e.g. Litigation, Probate), so you will only see information directly relevant to the work that you are completing. This can be uniquely customised to your firm, precisely meeting your and your clients’ needs.  

Related
Features

Client SMS Messaging

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

View Feature
Electronic Signature Integration

Easily and efficiently execute documents using electronic signatures.

View Feature
Client Portal

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

View Feature
Case Contacts

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

View Feature
Case Collaboration

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

View Feature
Cloud Software with Microsoft

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

View Feature
Smart Search

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

View Feature
Custom Fields

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

View Feature
Personalised Homepage

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

View Feature
Scanning

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

View Feature
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.

View Feature
Document Management

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

View Feature
Email Tracking

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

View Feature
Contacts

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

View Feature
Time Recording

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

View Feature
Automated Templates

Automatically generate your frequently used documents. Client-ready documents in one click, or even no clicks.

View Feature
Calendar

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

View Feature
Brief & Booklet Generator

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

View Feature
Reporting

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

View Feature
Phone Messages

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

View Feature
Task Management

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

View Feature
Key Dates

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

View Feature
AML Compliance

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

View Feature

Request a Demonstration
& Discovery Call

Please complete this form, and one of our senior consultants will be in touch to arrange a Demonstration & Discovery call at a time that’s convenient for you.

"*" indicates required fields

*Required Field.
Contact

Get in Touch

Find out how Thread can drive progress for your practice. Talk to one of our consultants.