With Thread Legal’s search and reporting functionalities, subject access requests and company-wide personal data audits can be completed easily and rapidly.
Thread Legal’s data sharing functionality, built on Microsoft 365, means that you are always in control of who can view confidential client information, and whether they can edit it.
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.
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.
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.
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 document bundles generator.
Insights into individual, firm and financial performance at a glance.
Create, manage and delegate tasks for you and your team.
Thread integrates seamlessly with accounting software packages such as Klyant, Quill, QuickBooks, and Xero.
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.