Thread Legal Case, File & Practice Management Software

by Expd8 Ltd T/A Thread Software

Intuitive Practice Management, created for Lawyers, Solicitors, In House Legal using Microsoft 365

Run Legal Practices, Matters & Cases with Thread Software and Microsoft 365

Thread Legal Software is the premier legal Case / File / Matter management for the modern law office built exclusively with Microsoft 365. Inside Thread, we provide all the intelligence and methods for managing the life cycle of a Case / Matter.

The solution comes with ready to use out-of-the-box processes, task automation and reporting. Switch on and automate your complex legal workloads, free up valuable time and generate more value for your business. If there are specific business rules, our native flexibility with custom fields is a perfect way to match those needs.

If you are a small, medium or large organisation, Thread Legal is the only pure 365 SaaS solution that scales automatically with your Microsoft environment. Whether it is one user or thousands of users, everyone can manage all their legal business tasks using the applications they know and love. Thread Software is Easier, Faster and Secure.

Solution Highlights

  • Rapidly created case / file documents are secured in YOUR Microsoft cloud.
  • Track all contacts case / file related emails with auto-linking and tracking.
  • Document sharing with co-authoring, collaboration with version control.
  • Powerful indexed global keyword search facility across the system to find anything fast.
  • Fast Auto document bundling & detailed client briefs for court representations.
  • Comprehensive & pre-configured tasks, reminders and processes for legal matters.
  • Outstanding custom fields flexibility to fit non-standard business requirements.

  • Auto-time & financial fee recording, billing activities.
  • Issue invoices and standard letters with just one click.

  • Custom & standard dashboards for important alerts, tasks, phone messages.
  • Microsoft PowerBI reporting for performance & insight.
  • Template designer for all your commonly used documents.

  • Structured on-boarding, training and community support portal.
  • Connect to 3rd party legal accounts - QuickBooks, Xero etc.

  • OCR indexing of scanned items & move to case files.
  • Global choice of Microsoft data jurisdictions.
  • Migrate your data from Old Systems & Folder Structures.
  • SMS Reminder Messages (New for 2022).
  • Electronic Signature Platform ( New for 2022).
  • Microsoft Security by default / Single Sign / Two-Factor Authentication.

  • Excellent for Start-ups who need to switch on and go.
  • Excellent for established organisations with medium & large Microsoft estates who require
    a solution that will not interrupt their IT operations.

Browse our solution and full list of features here - SOLUTION / FEATURES

Look to the future with Thread Legal Software

Our solution will automatically include the best Microsoft 365 innovation releases as part of your subscription.
Built using the Microsoft 365 global platform for remote working and is designed for all types of users & roles.
Your valuable data is secured in the Microsoft cloud, in your jurisdiction.
It increases the ROI of current Microsoft investments.
Reduced IT complexity & risk in comparison to third party applications.

Get in touch to discover why Microsoft 365 & Thread Legal software is the ideal way to modernise your legal practice, department or function.

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At a glance