Access Control & Permissions
Keep Data Secure
If an employee is identified as an ‘insider threat’, their access can be removed with just a few clicks, and they will no longer have the ability to access any company data or client contact details held within Thread Legal.
Granular Access Control
Access to files can be granted for a legal category (e.g. litigation) or an individual file basis. This means that information is only accessible to those who need to use it, and reduces exposure to ‘insider threats’.
External Access
Individuals within an organisation, who do not have access to Thread Legal, can request that a case be opened, and monitor progress on that case.
Individual documents, or entire files, can be shared with external individuals, to keep them informed of their case progress. This access can be instantly granted or removed by your team.
Related
Features
Send automated text messages to clients to send reminders and updates about case-related issues.
Easily and efficiently execute documents using electronic signatures.
The client portal allows a fast and secure document authorization, sharing and collaboration.
Access files from any location, any device, any time. Always 100% protected by Microsoft’s enterprise security.
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.
Scan directly into Thread Legal, with AI-supported linking to files.
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.
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.
Save hours of time per brief, with Thread Legal’s inbuilt booklet generator.
Insights into individual, firm and financial performance at a glance.
Thread integrates seamlessly with accounting software packages such as Klyant, Quill, QuickBooks, and Xero.
Thread Legal stores data in a GDPR-compliant manner, and helps you to fulfil your GDPR responsibilities.
Attach AML documents and answer key questions within a client record, so that it is easy to see, verify and report on.