To add a new company to Thread, go to the Companies page on the left menu under File Management.
From the top grey pane, click on +Add.
A pop-up will open where you can start entering the company details.
On the General tab, use the search bar to find the company using Google maps search.
Once you have found the correct company you wish to add, select it and the address fields will automatically populate.
Enter the name of the company how you would like it to show in Thread.
Enter all other mandatory fields which are marked with the red asterisk *
1 & 2 - Choose thecompany type(solicitors, legal cost accountants, etc.) and status (customer, vendor, prospect, etc.).
3 - If you have a point of contact for this company, type to search and select the primarycompany contact, or click icon to create a new contact. If you don't have a contact for the company, you can leave this field blank to create a company without a contact.
If you are selecting a company contact which is already a primary client on any files, you will be able to choose which of this contact's files you wish to convert to a company matter (making the company a client).
This will only be possible for files that have not been billed yet.
You will not be able to select contacts which are already linked to another company.
Click Next to continue.
On the Office Locations tab, you will see the company address added as the main company location. If you need to add other office locations, choose the + icon on the top grey pane.
Below fields will show, where you can add the new office location details.
Click Next to continue. You can also click back or click on General tab if you need to make some changes again on the general company details.
On the Employees tab you will see the details of your primary contact (if existing), which you can edit if needed.
You can also add any other contacts for that company by clicking the + icon.
Click Next to continue.
If there are any documents you need to upload for this company, such as contract or agreement, you can click the 'Drop or click' box to select the document from your device.
When uploading a document, you will be asked to choose the office location for which this document applies.
Click Next to continue.
On the Custom Fields tab you can enter any relevant information about the company as per your needs.
Click Finish to create this company.
To create custom fields for companies, on the custom fields page in Thread, click +Add and choose Company - Custom as Category Field. Click here to learn more.
Once you successfully created the company, you will be brought to that company details page where you can view or edit any of the information entered.
Once you have created a company in Thread, you can view and update its' details, add locations, employees, documents, and more. Note: The following steps apply only to V2 companies (created in the new module, or converted from the previous version ...
If you are handling a matter for a company rather than an individual, you can create a file with that company as your client. 1. Click on the quick create button in the bottom right corner. 2. Select File. 3. A pop-up window will appear where you can ...
A company can only be deleted if the company has no matters related, or company contacts are not primary client on any files. 1. To delete a company, click on the Companies page on the left menu: 2. Search for the company you want to delete, select ...
You may want to make a contact, or company (if that company has no contacts) the primary client of a file. When generating bills, the bill will automatically be assigned to the primary client of a file. You will also be able to pull reports for your ...
When creating a company for which you don't have any individual contact you are communicating with, you can create a company without any contact/employee. This guide only applies to new companies created without a contact. All steps below do not ...