Keep Track of Your Case Contacts

Thread allows you to gather details of your client relationships, their connections to other contacts, and every activity you have with them.

From recording addresses to attaching documents you can collate all relevant contacts information in one location.

This in turn will allow you to increase case knowledge and collaboration within your team. Thread intuitively draws from this source to complete conflict of interest checks.

A contact list is will be immediately ready to be printed and go.
Legal case management software for legal professionals manages contacts, key dates, legal documents, and legal case reports

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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Case Collaboration

Allow your entire legal team to work on a case at the same time.

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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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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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File Management

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

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Document Management

Add, edit, co-author, and share documents securely. Autogenerate important file documents within seconds and briefs within minutes.

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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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Phone Messages

Never miss another call, with call logs that can be viewed from your dashboard or mobile device.

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Task Management

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

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Key Dates

Never miss another important date, with key date logging, dashboards and automatic reminders.

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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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