Cloud Software with Microsoft

Complete Flexibility, Complete Control

Thread Legal can be accessed on any internet-connected device, including computers, tablets and mobile phones. Law firm staff can access key information from a client’s office, from court or at home, allowing greater flexibility for both staff and clients.

Access to Thread Legal is managed by your firm’s designated Administrator. They can give, or remove, access to parts or all of the system within seconds. This will apply across all devices utilised by that individual, and will apply instantly.

Your Data Is Owned by You. Always.

Your documents are stored within your SharePoint, within a geographical location determined by yourselves.

Your sensitive data is always held by you, controlled by you and owned by you.

Enterprise Level Security for Firms of All Sizes

Data is stored within Microsoft Azure, the most certified datacentres in the world.  

Microsoft Azure has over 90 independent certifications, including ISO, SOC and government certifications from the EU, UK, US and many more countries. See full list of compliance certifications. 

Protected by Your Microsoft Infrastructure

Thread Legal sits within your Microsoft infrastructure and is protected by Microsoft 365’s advanced security features.

Your Microsoft 365 customised policies will automatically apply to Thread Legal as well. These include Microsoft two-factor authentication, conditional access policies and eDiscovery rules.

Thread Legal is future-proof within Microsoft 365. As Microsoft 365 continues to evolve, Thread Legal is automatically protected by the latest Microsoft security innovations.

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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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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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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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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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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Access Control & Permissions

Full, granular control over which employees have access to files within your case management system. Access can be granted or removed instantly.

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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.