Cloud Software
Flexibility and performance for forward-thinking professionals.
Thread Legal Case Management Software
Thread Legal is designed for forward-thinking lawyers and business professionals. It helps lawyers leverage the latest technological developments in order to become more efficient, collaborative and ultimately profitable.
Thread Legal is built within Office 365, with the programmes you use every day such as Word, Excel and Outlook natively linked within the system. It also leverages the capabilities of SharePoint, Planner, Power BI and more.
Core Features
Dashboard
Our fully customizable dashboard allows you to quickly see new developments, phone messages, scanned documents, time spent within files and more.
Contact Management
Track clients across multiple files and ensure that they are receiving high levels of service.
Access Control
Determine which employees can see file information on a category and an individual file level.
Document, Email and Scan Management
Include all relevant information in your file - Word, Excel, Outlook, scanned PDF and more. Create documents from the Thread Legal system and automatically track time.
Templates
Create documents within seconds using templates. You can reference multiple contacts, auto-create documents based on file stage and more.
Workflow Management
You can automatically create and assign tasks. Also syncs with your Outlook calendar to remind you of key dates and deadlines.
Time & Billing
Track time automatically whilst working in the file - including work on documents and emails. You can easily translate this working time into a bill, or bill a fixed fee.
Reporting
Thread uses Power BI to create dynamic reports that deliver all of the information your firm needs to continuously improve.
Accounts Integration
Thread Legal integrates with Klyant Accounts, QuickBooks, Xero and eXpd8 Accounts.
Book a Demo
Get in touch today to see how Thread Legal could change your business.
