About Thread Legal

Thread Legal, built on Microsoft Azure, is a cloud-based legal case management solution that helps law firms of all sizes manage contacts, appointments, workflows, and more. Supervisors can utilize the customization legal dashboard to gain visibility into tasks and employee productivity.

Thread Legal enables businesses to generate documents and automatically add details to fields, such as client names and addresses, on a centralized platform. Administrators can set up organizational hierarchy and permission rights, restricting specific users from accessing, editing, or deleting files and other information. It lets users conduct keyword searches across documents, spreadsheets, emails, calendars, or contact databases, to provide quick data access. The legal timekeeper feature lets users record time across all activities including client meetings and court appearances, ensuring precise calculation of billable hours.

Thread facilitates integration with third-party solutions, including Quickbooks and Xero, in order to streamline accounting operations across the organization. It lets users store and handle all personal data in compliance with General Data Protection Regulation (GDPR) policies and procedures.

Devices

Business size

S M L

Images

Thread Legal template designer
Thread Legal calendar
Thread Legal main dashboard
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Thread Legal video Thread Legal screenshot: Thread Legal template designer Thread Legal screenshot: Thread Legal calendar Thread Legal screenshot: Thread Legal main dashboard

Features

Total features of Thread Legal: 46

  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Management
  • Automatic Formatting
  • Billing & Invoicing
  • Calendar Management
  • Case Management
  • Case Notes
  • Client Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Visualization
  • Deadline Management
  • Document Automation
  • Document Generation
  • Document Management
  • Document Templates
  • Email Distribution
  • Email Management
  • Expense Tracking
  • Financial Analysis
  • Interaction Tracking
  • Invoice Management
  • Microsoft Outlook Integration
  • QuickBooks Integration
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Search/Filter
  • Task Management
  • Task Planning
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Trust Accounting
  • Workflow Management

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Reviews

Overall rating

3,4 /5
(14)
Value for Money
3,6/5
Features
3,4/5
Ease of Use
3,6/5
Customer Support
4/5

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Showing 5 reviews of 14
Marcin S.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great and easy

Reviewed on 2020/05/08

Since the software is out of its puberty, it is all great.

Since the software is out of its puberty, it is all great.

Pros

The fact that it is intuitive and very responsive. Also, the customer service is there when you need them and they are most helpful.

Cons

At the moment there is very little I don't like.

Response from eXpd8

Dear Marcin, thanks for leaving us such a wonderful review. We are thrilled that you are enjoying your Thread experience; our team will definitely be delighted to read what you wrote. We put customer experience and satisfaction as our top priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and please remember we are always here to help.

Carmen R.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Thread overall

Reviewed on 2020/05/13

It is a good experience when it does not freeze and has all its functions.

It is a good experience when it does not freeze and has all its functions.

Pros

I really like the home page where you can see the latest info on new emails on files, the files you recently used and the important website links. Templates are very useful and also the preview when you click on a file in activity and doing a brief.

Cons

Not being able to use the full functionality such as scanning post and assigning to file, not being able to use the email in thread to send and receive attachments without the worry of it not going out or going in the unassigned emails, not being able to rename and date an attachment before dragging it in the thread add on to the file. Customizing fields I found a bit tricky. Not being able to use the call option if a client rang and being on the file.

Response from eXpd8

Dear Carmen, thanks for leaving us such a wonderful review. We are thrilled that you are enjoying your Thread experience; our team will definitely be delighted to read what you wrote. You can indeed rename attachments and it's also possible to use the call option when working on a file, so I will be in touch to give you assistance with both functionalities in more detail. Talk to you soon - Barbara, Client Experience Consultant.

Wendy L.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Excellent potential, but not there yet

Reviewed on 2020/05/08

It has definitely made our job a lot easier in many respects, however it is also very frustrating...

It has definitely made our job a lot easier in many respects, however it is also very frustrating at times.

Pros

Cloud-based and integrated with Office 365. Very easy to make templates. Developers are responsive to suggestions and many of ours have been implemented.

Cons

It's not at all intuitive so intensive training is necessary. There are numerous bugs and aspects of it regularly become unusable. Impossible to opt out of some "new features" that don't suit us. Visually it is quite unattractive. No mobile app and its mobile website is very difficult to work with.

Anna M.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Good product

Reviewed on 2020/05/22

Very positive.

Very positive.

Pros

We started using Thread in the office in March 2020. It helped us to improve our case management and allowed us to switch ti remote work if needed. It was crucial in light of Covid19 pandemics as we could continue our work smoothly. It is also very helpful to have an access to all files while in court on during the business trip without the need of taking heavy paper files with you. It is a very good all-in-one tool for case management, outlook, calendar and tasks. It has a nice and easy to navigate interface and most of the functions are very intuitive and can be operated after no or very little training. We see a lot of improvement in the last year so i look forward for next upgrades.

Cons

There are still few bugs showing one and again which are being taken care of the IT support team. It does not work well on Linux

Response from eXpd8

Dear Anna, thanks for leaving us such a wonderful review. We are thrilled that you are enjoying your Thread experience; our team will definitely be delighted to read what you wrote. We put customer experience and satisfaction as our top priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and please remember we are always here to help.

Mary M.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Thread Legal Software

Reviewed on 2020/05/08

I had lost some emails and was concerned about loss of data, and security

I had lost some emails and was concerned about loss of data, and security

Pros

It is relatively early days for me, but I like the security of knowing that my files are backed up in the cloud and that I can access them everywhere on my phone. I see that the more information that is fed into the system, the better it performs. When the information is there, it does make creating documents quite fast and easy

Cons

I am using the system less than 6 months, and at present, there remains a temptation for speed to simply use my old system, which did rely on copying over precedent letters etc. That is faster in the moment. I do understand that will improve by sticking with it. Creating templates I find to be a bit fiddly, and the categories for contacts are a bit limited in some respects - a common one required for Irish legal practitioners would be an engineer or architect and I have to use consultant as the category, because there is no appropriate option

Response from eXpd8

Dear Mary, thanks for leaving us such a wonderful review. We are thrilled that you are enjoying your Thread experience; our team will definitely be delighted to read what you wrote. As advised, it is indeed possible to add any contact type you wish (via Admin Settings in Thread) and if there is anything else like this you need assistance with, please don't hesitate to let us know. Thanks again for your kind words.

Showing 5 reviews of 14 Read all reviews

Thread Legal FAQs

Below are some frequently asked questions for Thread Legal.

Thread Legal offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Available

Please contact Thread Legal directly for pricing information.

We do not have any information about Thread Legal features

Thread Legal has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

We do not have any information about what languages Thread Legal supports

Thread Legal supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Thread Legal integrates with the following applications:

Microsoft 365, Microsoft Azure, Microsoft Outlook, QuickBooks Online Advanced, Xero

Thread Legal offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Thread Legal.