Thread Legal

About Thread Legal
Thread Legal Case Management Software is the world’s only software fully built-in Microsoft 365. Enjoy the familiarity, power & security of Microsoft, with an interface and suite of functions, built specifically for legal. Flexible cloud-based software that adapts to your law firm’s needs.
Thread gathers everything you need to manage a client, case, or project, and your Microsoft tools and data ALL together into one intelligent interface; so you can streamline, simplify and improve how you work.
Switch on and automate your complex legal tasks, free up valuable time and generate more value for your business with Thread Legal Case Management software.
Beyond just integration – this is case management built-in Microsoft 365.
All you do today, just easier, smarter and safer.
Key benefits of Thread Legal
Rapidly created case / file documents are secured in the Microsoft cloud.
Track all contacts case / file related emails 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.
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Reviews
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- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The Complete Solution
Reviewed on 2024/09/04
I love the product. The support and training is great and they are always trying to improve.
I love the product. The support and training is great and they are always trying to improve.
Pros
It is a one stop shop for our case management and cloud storage solution. I love how everything integrates, mail, one drive ect.
Cons
small minor issue - i would love if the document preview pop up was bigger!
Alternatives Considered
LeapReasons for Choosing Thread Legal
Thread was a better overall solution and was recommendedSwitched From
Microsoft ExcelReasons for Switching to Thread Legal
Better solution overall and better direct supportResponse from eXpd8
Dear David, Thank you so much for your feedback! We're thrilled to hear that Thread is serving as the complete solution for your case management and cloud storage needs. We appreciate your suggestion about the document preview pop-up, and we’ll be sure to pass that along to our development team. It’s great to know our support and training are making a positive impact as well. Thanks for choosing Thread, and we're here to continue improving for you!
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Full of information, and very good Customer Service
Reviewed on 2024/02/21
Overall, it's great. The ease of retrieving information, and adding files, etc makes it worthwhile....
Overall, it's great. The ease of retrieving information, and adding files, etc makes it worthwhile. It's also very refreshing to know if you have an issue, the response time is so quick and the guys that call are lovely.
Pros
The speed of response if we have any issues. The fact you can also 'personalise' your own Thread screen to suit your own purposes is great.
Cons
The Billing and Costing area is very hard to use properly - it's just not simple enough for us.
Alternatives Considered
LEAPReasons for Choosing Thread Legal
It was generating a few errors, and also because that particular company was changing and will be phasing out it's Case Management system in the future. (We switched from eXpd8 but it wont' let me put it in the bar above!Reasons for Switching to Thread Legal
There was the option for a weekend 'changeover', so less disruption, and our IT company also put in a good word.Response from eXpd8
Dear Bernice, Thank you for sharing your experience with Thread Legal Software. We're delighted to hear about the positive impact our customer service and the personalization options have had on your practice. It's great to know our quick response times and friendly team have made a difference for you.
We take your feedback on the Billing and Costing area seriously. We strive to make every aspect of our software as user-friendly as possible, and we acknowledge there's room for improvement in this area. Your input is invaluable as we continuously work on enhancing our platform to better meet the needs of our users.
We're thrilled that the flexibility of our weekend changeover and the recommendation from your IT company contributed to your decision to choose Thread Legal. We look forward to continuing to support your firm's success and addressing any challenges to make your experience even better. Thank you for choosing Thread Legal and for your constructive feedback.
- 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.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Thread for all your legal drafting and legal management needs
Reviewed on 2024/07/01
For the short time I have been using it, it is exceptional.
For the short time I have been using it, it is exceptional.
Pros
First of all, the hands-on onboarding was magnificent. And the follow-up to see how things were going is great!
The product itself, its just mind-blowing to me that I can get software that I can design to my specific drafting style. Hats off to the producers.
Cons
I dislike that I always have to login but otherwise it is very good
Alternatives Considered
ClioReasons for Switching to Thread Legal
I choose this due to the price point and because it was the firstResponse from eXpd8
Dear Tova Lin, Thank you for your wonderful review! We’re thrilled to hear that our hands-on onboarding process and follow-up support have made a positive impression. It’s fantastic that you find our software customizable to your specific drafting style. Your feedback truly validates our efforts.
We appreciate your note about the login process and will look into ways to improve this aspect. Your insights are invaluable as we strive to enhance user experience continuously.
We’re delighted that Thread’s price point and features stood out to you among other options like Clio and Arrow Solutions. We're committed to providing exceptional value and service to our users.
Thank you for choosing Thread Legal! If you have any other feedback or need further assistance, please don’t hesitate to reach out.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
8 month review of Thread.
Reviewed on 2024/09/02
Positive. I was reluctant to move from the software I had been using for 15 years but Thread is...
Positive. I was reluctant to move from the software I had been using for 15 years but Thread is inter-active and user-friendly.
Pros
User friendly. Brief Builder is excellent and very fast. Great training.
Cons
Emails sent from file which then generate a notification but I can see how this is a good feature, just not for me.
Response from eXpd8
Dear Kayanne, Thank you for your thoughtful review and for giving Thread a chance after 15 years with another platform! We're glad to hear you're enjoying the user-friendly interface and Brief Builder. We appreciate your feedback on the email notifications and understand how preferences can vary. If you ever want to explore customization options, feel free to reach out. Thanks again for trusting Thread!
Thread Legal FAQs
Below are some frequently asked questions for Thread Legal.Q. What type of pricing plans does Thread Legal offer?
Thread Legal offers the following pricing plans:
- Pricing model: Subscription
- Free Trial: Available
Please contact Thread Legal directly for pricing information.
Q. Who are the typical users of Thread Legal?
Thread Legal has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Thread Legal support?
We do not have any information about what languages Thread Legal supports
Q. Does Thread Legal support mobile devices?
Thread Legal supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Thread Legal integrate with?
Thread Legal integrates with the following applications:
Microsoft 365, Microsoft Azure, Microsoft Outlook, QuickBooks Online Advanced, Xero
Q. What level of support does Thread Legal offer?
Thread Legal offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, Chat
Related categories
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