Thread Starter Pack

Thread Starter Pack

  

THREAD SOFTWARE – ALL TOGETHER NOW 

Thread Legal User Guide 

 
 

Personal Customisation 

1. Configuring Your Dashboard 

2. Setting Your Thread Email Signature 

3. Converting Email Attachments to PDF 

4. Send Emails From Your Own Email Address 

5. Default Email Subject 

6. Changing Time Format 

7. Opening Documents Method 

8. Installing Thread Add-ins 

 
 

Working With Matters 
 

1. Adding Matters  

2. Adding Main Clients to Matters 

3. Linking Contacts to Matters 

4. Editing Matter Details 

5. Pinned Matters 

6. Editing Custom Fields Details on Matters 

7. Managing Key Dates on a Matter 

8. Changing Matter Status 

9. Undertakings 

 

Matter Documents 

1. Matter Documents - Overview 

2. Generating Documents From Templates 

3. Uploading Documents to Matters 

4. Client Connect - Overview 

5.Bundle Editor / Generator 

 

Matter Emails 

1. Matter Emails - Overview 

2. Moving Email Attachments to Matter Documents 

3. Email Templates 

4. Attaching Thread Documents to Outlook Emails 

5. Sending Emails on Outlook to Thread Contacts  

6. Receive New Email Notifications on Matters 

 

Call Logs, Appointments & Tasks 

1. Call Logs 

2. Appointments 

3. Creating Tasks 

4. To-do list – Overview  

5. Tasks Management – Overview 

 

Contacts & Companies 

1. Creating and Deleting Contacts 

2. Editing Contact Details 

3. Contact Documents 

4. Creating Companies 

5. Deeds 

6. Wills 

 

Scanning & Document Reviews 

1. Scanned Items 

2. Document Review 

3. Restoring Previous Versions of Documents 

 

Tracking Time 

1. Thread Timer 

2. Manual Time Records on a Matter 

3. Daily time sheet 

4. Time History 

5. Matter Time - Overview 

 

Expenses, Billing & Financials 

1. Expenses 

2. Billing Overview 

3. Issuing Bills 

4. Quick Bill 

5.Matter Financial Page 

6. Requisitions 

7. Accounting Software Integration 

 

Templates 

1.  Templates/Precedents - All you need to know 

2. General Documents 

 

Reporting 

1. Searching for matters & exporting matter list 

2. Viewing Key Dates 

3. Timesheet Reports 

4. Billable Time Report 

5. Matter Balances Report 

 

Contacting Thread Support 

 

June 2025                                     threadsoftware.com 

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