ThreadKM lets law firms create team chat rooms for each Matter. In these rooms, ThreadKM collects communications, Clio Firm Feed activities, and documents alongside in-firm messages around the Matter and seamlessly syncs every bit of data back to your Clio account.
In addition, the documents stored in Clio are indexed for full-text search inside of ThreadKM. Every document is made completely searchable and allows attorneys to annotate any part of the document with a few clicks.
To get started with ThreadKM, sign up for an account HERE.
Once you have signed up for a ThreadKM account and have logged in, click on your user name in the upper-right corner then select "Admin".
Click on the "Integrations" tab, then click the "Enable Clio Integration" button.
On the "Connect with Clio" screen, click the green "Yes, Let’s Connect" button. If you are not already logged into your Clio account, you will be prompted to log in before you can connect.
Once you have connected to Clio, any Matter that you create inside of Clio will generate a linked Workspace in ThreadKM.
As you generate activity in a Matter, the information from your "Firm Feed" will be automatically sent as an update to the linked Workspace in ThreadKM.
When you add a document to a Matter in Clio, the document will be automatically added to the linked Workspace in ThreadKM. When you add a document to a Workspace in ThreadKM, the document will be automatically added to the linked Matter in Clio.
If you would like more information on how to work with ThreadKM, please contact ThreadKM support at firstname.lastname@example.org.