THREAD SOFTWARE – ALL TOGETHER NOW  

Thread Legal  

Configuration Guide 
 

Find links below for how-to articles on different areas you can configure in Thread to help you get started. 
 

Table of contents: 
 

Time and Billing Settings 

User and Role Management 

Branding your Thread

Matter Categories Settings 

Personal Configuration 

Contact Questions / AML 
 

Time and Billing Settings 
 

Hourly Rates 

Time Rounding 

Billing Methods 

Tax Rates 

User and Role Management 

Role Management 

User Management 

Branding your Thread 
 

Configuring a Global Email Signature 

Company Logo 
 

Uploading Template Headers and Footer 

Editing Master Word Document 
 

Uploading Letterhead Template  
 

Matter Categories Settings 

Configuring Matter Categories 

Matter Stages 

Default Templates 

Creating Custom Fields 

Configuring Key Dates 
 

Adding Folders to Categories 

Matter code Patterns 
 

Personal Configuration 

Configuring Your Dashboard 

July 2025                                     threadsoftware.com