Thread Development Roadmap

Thread Development Roadmap


2nd May 2025

Roadmap Illustration Hd Png Download Kindpng - vrogue.co

Dear customers,

We are delighted that Thread V3 has been rolled out successfully to all our customers on 24th February 2025.

This major version update was a part of a larger scale plan to provide an easy-to-use system that will help you be more efficient and profitable. V3 also allows introduction of functionalities that were not possible with the previous version, and we have since released matter history and document pinning, among others.

We are committed to continue enhancing Thread with powerful new features. Along the planned development roadmap, we are also actively further developing features and issuing updates based on valuable feedback received through your submitted product ideas. Here is a quick preview of what’s currently scoped for development in the coming months.

NotesAll previous and future release notes can also be viewed within your Thread Assist under 'Release Notes', and here.

Thread Development Roadmap:


Default start tab for matters 

Planned release: mid-May
  1. Per user choice of default matter start tab that all matters would open on (e.g. all matters opening on Documents tab).

Matter Documents page updates

Planned release: end of May
  1. Per user setting the desired column width and sorting which Thread retains for the user until changed.
  2. Search in 'Folders' view searching content of all folders within, including the folder names, and showing the document/folder location (e.g. Root/Insurance documents).
  3. Page results options expanded to 500 results.
 

Document Review page updates

Planned release: end of May

  


  1. Inline editable fields for task status, document status, document type, due date and priority.
  2. Multiple edit option of above fields.
  3. Column options added with additional columns, and ability to select and reorder columns.
  4. Delete option added.
  5. Per user setting the desired columns, sorting, and filters which Thread retains for the user until changed.

Outlook add-in task

Planned release: end of May
  1. Create a task directly in the Outlook Add-in when saving email to matter.
  2. Choose standard or document review task.
  3. Choose if creating task for email and/or attachments.

Internal email subject 

Planned release: end of May

  1. Add internal email subject to email within the Emails tab - internal email subject reflected on email previews, within bundle editor, and matter history
  2. Choose if viewing Emails tab with internal subject, original or both.
  3. Add internal email subject to an email from within bundle editor and Outlook add-in

Matter Alerts

Planned release: end of June
  1. Alerts added to the History popup that also contains Comments and History.
  2. Create an alert(s) and set an end date for the alert (optional).
  3. Choose who gets the alert when opening the matter - Matter Owner / All Users

Matter Comments

Planned release: end of June

  1. Add comments to the matter visible to all users who can access the matter - stay up to date on latest matter comments from your team. 
  2. Comments replacing Document Notes - clicking the View Notes on a document opens the comments pop-up with comments for that document.
  3. @Mention another User in Comments which sends the user a Thread notification and an email with the comment in it.


Financial enhancements

Planned release: end of July
  1. Billing ID added to bills
  2. Admin Settings - New Time & Billing section with all time, expenses and billing settings in one place
  3. Link Payment to a Bill (option to set as mandatory in admin settings)
  4. Time Roll up per object for billing.
  5. Billing contact option, allowing to select a different contact for billing instead of primary client. Matters can have bills issued for different billing contacts.
  6. Payment notifications sent to multiple users and including more details 
  7. Client Payment paid to firm auto-apply as payment received for the matter balance and issue payment receipt for the client.
  8. Central Requisitions section
  9. Fixed Fee Enhancements

Xero integration enhancement

Planned release: end of July
  1. Two-way payments integration with Xero
  2. Billing ID sync
  3. Unissue bill option allowing to also delete Xero invoice


Notes
For any questions or assistance please contact support@threadsoftware.com.
Find more exciting features coming in next phases of the release on Thread product ideas page, where you can also vote for existing ideas and submit your suggestions.


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