Thread Legal Case & File Management Software MS365

Expd8 Ltd.

AppSource-luokitukset(6 AppSource-luokitukset)

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

Automate Your Legal Matters with Microsoft 365

Thread Legal 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 legal processes, workflows 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. 

Solution Highlights

  • Rapidly created case / file documents are secured in the Microsoft cloud.
  • Track all contacts case / file related email with auto-linking.
  • Document sharing with co-authoring, collaboration with version control.
  • Powerful indexed global keyword search facility.
  • Auto document bundling and detailed client briefs.
  • Comprehensive & pre-configured workflows 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 commonly used documents.

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

  • OCR indexing of scanned items.
  • Global choice of data jurisdiction.
  • Migrate data from old systems.

Looking to the future of your legal business with Thread Legal

Our solution will automatically include the best Microsoft 365 innovation as part of your subscription.
Built using the Microsoft 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.

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

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