Thread Legal Case Management Software

Expd8 Ltd.

4.3 (6)

Intuitive legal case management, time recording and billing. Increase productivity and efficiency.

Thread is the latest legal case management for the modern law office built in Office 365. Reduce workloads, free up valuable time and earn more money with Thread’s document, contact and case management solution.

Thread’s powerful Pinpoint search brings your files to you. It filters documents, files and contacts from only 3 letters and with a click will bring you straight to the heart of that file. With a customizable Dashboard you can pin your Favorite files, review Tasks, deal with Phone Messages and Scanned documents, all while still having access to your Emails and Calendar. Power BI graphs let you see what files are taking the most of your time and resources.

Documents are quickly created and stored in Word, Excel or PowerPoint Online. The Thread Template Designer sits on your ribbon so you can recreate any document you need, or just drag and drop existing ones from your desktop. Benefit from document sharing and co-authoring to speeds up collaboration and peer review while ensuring version control.

Emails from your files stay on your files. Create and send emails from within Thread and replies will automatically be returned to the file. Or simply import emails from any of your Outlook email folders. Notifications will automatically pop up and you’ll see on the dashboard the total number of unread emails sits in the top-right corner of your dashboard.

Time Recording is simple and flexible to let you capture your time, your way. Entries can be edited by time and narration and copied to multiple related files. Easy step by step Billing gathers your time, expenses and activities and the client Trust Accounts lets you know exactly where your clients’ funds are.

Role, Reporting and Permissions management are all there waiting for you to set the criteria and privacy you need, sitting safely under the umbrella of Microsoft security and compliance.

Thread. Designed by us. Tailored by you. Built with Microsoft.