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.
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.
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.
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.
From recording addresses to attaching documents you can collate all relevant contacts information in one location.
Allow your entire legal team to work on a case at the same time.
Instantly search your entire system with any simple word, phrase or number.
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.
Onboard, manage and update clients within minutes, with end-to-end file management.
Add, edit, co-author, and share documents securely. Autogenerate important file documents within seconds and briefs within minutes.
No-click email management. Emails and email responses are automatically saved onto the file when you send from Thread Legal.
Thread Legal provides a 360 degree view of each contact, tracking key documents, associated files and much more.
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.
Create diary appointments from within a file, and automatically sync with your Outlook calendar.
Save hours of time per brief, with Thread Legal’s inbuilt booklet generator.
Insights into individual, firm and financial performance at a glance.
Never miss another call, with call logs that can be viewed from your dashboard or mobile device.
Create, manage and delegate tasks for you and your team.
Never miss another important date, with key date logging, dashboards and automatic reminders.
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.
Full, granular control over which employees have access to files within your case management system. Access can be granted or removed instantly.
Attach AML documents and answer key questions within a client record, so that it is easy to see, verify and report on.