Contacts

Comprehensive Contact Management

Thread Legal provides a comprehensive view of each client, their role within a case and within the wider context of your firm.

The Contact listing shows key contact information, important documents such as AML documents, files associated and custom fields so you can add information important to your firm.

Contacts can be emailed directly from the Thread Legal platform.

Contacts and Templates

Thread Legal’s automated templates make communicating with clients fast and easy. For example, templates can automatically add a client’s name, address and other important information, including custom information. This eliminates the possibility of ‘copy and paste’ errors on frequently used documents, and can save hours of time each week.   

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 Contacts

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

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