Super-Easy Transition

You’re on Microsoft already! We simply surface your existing files and data to Thread and you’re up and running. We fully support your transition, working with your team, aligning our case management software with your needs, liaising with your IT provider and providing training. 

Thread went over and above for the implementation. They really found out about how the office operates and made us feel very comfortable. Any concerns were taken care of.
Emma Leahy, Frank Buttimer Solicitors
1. Discovery

Understanding your needs

We spend the time to understand your organization’s unique needs. Thread is not one-size-fits-all, it’s a solution tailored to your processes and procedures. We’ll help identify your needs, pain points and opportunities and shape the solution that will best support and strengthen your practice.

2. Tailored Demo

How Thread can help you

Once your needs are clear, we’ll show you exactly how Thread will help drive productivity and profitability for your organization. Demonstrating the features and functionality that are relevant to you.

3. Proposal

All fees clearly mapped out

We’ll map out all your set-up fees, including data migration, configuration, managed go-live and complete training and your recurring subscription costs.

4. Implementation

Led by a dedicated Project Manager

Your designated Project Manager will agree on a go-live date with you and work your project plan back from there. We complete an IT Landscape Audit (ensuring all is compliant to Microsoft/Thread standards), we liaise with your IT team and your current system provider as required. Your set-up will include system configuration, naming convention application, template styling, data preparation, data migration and testing.

5. Training & Go-Live.

Tailored training. Measured go-live.

We provide training for all your team, tailored to your needs, and sessions to suit different users (partners, super users, admins and more). On average, we’ll complete three to five two-hour training sessions. When ready, we go live – carefully monitoring use and performance for the first few days and closely supporting your team. Optional weekend migration – all ready when your team log-in on a Monday morning.

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.

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Get in Touch

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