Smart Search

Comprehensive, Intuitive, Smart Search

Thread Legal’s smart search allows you to search for relevant files, documents and contacts with one click.

Thread Legal does not just search document titles. It uses OCR Technology to search inside documents, presenting all documents that contain the matching search term. Even if you don’t remember the title, it is easy to find the document you are looking for.

Smart search results are intuitively presented, easy to use and comprehensive.

Smart Search, Smart Filters

Each section of Thread Legal contains both a smart search tool and relevant, popular search filters for the subject area e.g. Contacts, Wills, Key Dates. 

Identify specific information via the smart search tool. Or add filters to analyse a cross-section of your information, e.g. wills made in the last 12 months, important litigation dates occurring next week. 

With Thread Legal, the information needed to manage your cases is always at your fingertips.  

Related
Features

Electronic Signature Integration with DocuSign

Easily and efficiently execute documents using electronic signatures.

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
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
File Management

Onboard, manage and update clients within minutes, with end-to-end file management.

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
Document Bundles Generator

Save hours of time per brief, with Thread Legal’s inbuilt document bundles 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
GDPR Compliance

Thread Legal stores data in a GDPR-compliant manner, and helps you to fulfil your GDPR responsibilities.

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.