Companies
Company Migration - converting existing companies to new module
Company Migration Wizard If you have existing companies still as version 1, and you are unable to edit the company details, you will see at the top right corner of your Companies page in Thread, a button called Company Migration. This will open the ...
Changing a Company Client on a Matter
If you need to change the company that you entered on the matter to a different one, you can follow the steps below, provided the matter has not been billed yet. If the matter has already been billed, you would need to first unissue the bill, where ...
Editing Company Details
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 ...
Company Matters - Templates and Billing
Some matter functionality will work differently when the matter is assigned to a company rather than individual. You will see a different icon at the top of the matter (left of the matter code and name) depending on whether it is an individual matter ...
Companies without a Contact
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 ...
Converting individual matters to company matters
With the new company module, you can now convert any individual matter to show as a company matter if it has not yet been billed. You will only be able to select the company that is associated with your primary client. Make sure you have the company ...
Deleting Companies
A company can only be deleted if the company has no matters related, or company contacts are not primary clients on any matters. 1. To delete a company, click on the Companies page on the left menu. 2. Search for the company you want to delete, ...
Creating Matters for Companies
If you are handling a matter for a company rather than an individual, you can create a Matter with that company as your client. 1. Click on the quick create button in the bottom left corner. 2. Select Matter. 3. A pop-up window will appear where ...
Adding Contacts (Employees) to Companies
If you have a company created that currently doesn't have an existing contact, or you wish to add more contacts to any company, you can add a company employee when on the company General page. Go to Employees tab. Click +Add to select the relevant ...
Creating Companies
To create a new company in Thread, go to the Companies page on the left menu. Click on + Company on the top right corner. A pop-up will open where you can start entering the company details. On the General tab, use the search bar to find the ...