GDPR Compliance

GDPR-Compliant Data Storage

Thread Legal stores your data in the same location as your Microsoft 365 tenant is located. This means that if your Microsoft 365 location is within the EU, your data will always be too.

Supporting Your GDPR Policies

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.  

Related
Features

Electronic Signature Integration

Easily and efficiently execute documents using electronic signatures.

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Cloud Software with Microsoft

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

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Smart Search

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

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Custom Fields

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

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Personalised Homepage

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

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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.

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Data Security

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.

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Email Tracking

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

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Contacts

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

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Time Recording

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

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Automated Templates

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

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Calendar

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

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Brief & Booklet Generator

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

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Reporting

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

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Task Management

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

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Accounting Integrations

Thread integrates seamlessly with accounting software packages such as Klyant, Quill, QuickBooks, and Xero.

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Access Control & Permissions

Full, granular control over which employees have access to files within your case management system. Access can be granted or removed instantly.

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AML Compliance

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

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