Access Control & Permissions

Keep Data Secure

Access to Thread Legal can be given or removed instantly, and applies to all devices.

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

Client SMS Messaging

Send automated text messages to clients to send reminders and updates about case-related issues.

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Electronic Signature Integration

Easily and efficiently execute documents using electronic signatures.

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Client Portal

The client portal allows a fast and secure document authorization, sharing and collaboration.

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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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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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Scanning

Scan directly into Thread Legal, with AI-supported linking to files.

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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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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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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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Accounting Integrations

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

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GDPR Compliance

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

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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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