Foundations Training

Welcome to triConvey Foundations training. The video below aims to help you get started on triConvey and using core productivity features.

Table of Contents

• Navigating triConvey platform

• Adding matters and contacts
  • Saving conflict checks to a matter
  • Adding contacts to triConvey
  • Importing Documents to a matter
• Creating letters
• Accessing the Precedent Library
• Creating memos
• Managing emails with triConvey and Outlook
• Setting up matter auto-numbering
• Tasks
• Workflows
• Managing your calendar and events
• Using Messages
• Notifying staff members about phone calls directed to them
• Managing Leads
• AutoTime and Activity Tracking
• Entering time and disbursements

Navigating triConvey platform

triConvey is a powerful, intuitive program that helps you manage matters from start to finish. Learn more about navigating triConvey.

You will be presented with your Home Dashboard upon login.  Learn how to navigate and customise your dashboard, making it work for you.

You can perform a Quick Search in many areas of triConvey. Learn about the various places to search for your data.

Adding matters and contacts

After configuring triConvey, create matters in minutes and access everything from one place.

• Learn more about creating matters.
• Use Matter Type Favourites or Matter Templates to save time.

Tip:  Make sure to add all relevant data when opening a matter.  triConvey better automates documents with complete data.  

Saving conflict checks to a matter

Use the Advanced Search to save conflict checks to a matter.

Adding contacts to triConvey

You can add contacts via a matter or contact list. The required contacts differ on a matter-by-matter basis. 

Learn more about managing contacts in triConvey.

Importing Documents to a matter

Upload your files or folders to your triConvey matter to keep all documents in one place.

Creating letters

Easily create letters that contain matter information automatically filled in on relevant fields.

Accessing the Precedent Library

Create precedents and automate the data from the matter file.

1.    Open a matter, then select Precedent from the Matter Action Bar.

2.    The precedent library will open to the matter types you have subscribed to, and their respective documents.

3.    Navigate the folders in the left menu to locate a precedent, or use the search bar on the top-right corner to search for a particular precedent.

Learn more about precedents and document automation.

Creating memos

Learn how to record memos about client interactions in phone calls or face-to-face meetings, directly into a triConvey matter. Every new memo contains an editable timestamp.  

Learn more about creating and reviewing memos.

Managing emails with triConvey and Outlook

triConvey provides seamless integration with Outlook. Keep a record of client emails in the matter file.  

Learn more about sending and saving emails in triConvey.

Setting up matter auto-numbering

The auto-number feature saves time by making matter numbering a background process.  

Learn how to set up auto-number for matters.

Tasks

Use tasks to track essential actions for your matters. You can assign tasks to any staff member and set up reminders. triConvey emails a Daily Digest to staff members every day, which contains upcoming due tasks specifically for them. 

Learn more about creating tasks.

Workflows

Set up matter-specific tasks and avoid repetitive admin with Workflows. You can streamline matter processes and automate task setup. Workflows help to avoid missing critical matter deadlines. 

Learn more about creating workflows.

Managing your calendar and events

Learn how to use triConvey alongside your current work calendar. triConvey syncs seamlessly with Microsoft 365 and Outlook calendars, allowing you to create and edit events between programs. triConvey also emails a daily digest to staff members, including today's events. 

Learn more about creating calendar events and syncing your Outlook calendar.

Using Messages

Messages is triConvey's own secure file-sharing and instant messaging portal. Use Messages to send secure emails, files and SMS text messages to clients via the Client Portal. You can also use it to chat internally with staff, straight from triConvey. 

Learn how to make Messages work for your firm on the triConvey Desktop App and the Communicate mobile app.

Notifying staff members about phone calls directed to them

The phone messages feature allows you to quickly leave notes from incoming phone calls if they're intended to be fielded by another staff member. Phone message notifications can be viewed on the Daily Digest, the relevant matter or the phone app. 

Learn more about creating phone messages.

Managing Leads

Use the leads feature to record details of potential new clients. Leads can seamlessly be converted to matters, making double-entry a thing of the past. 

Learn more about creating and managing leads.

AutoTime and Activity Tracking

Use activity tracking as a running timesheet to record work completed in triConvey throughout your day. Activity tracking helps you avoid missing potential billable time - this is made more powerful when paired with AutoTime, which automatically captures and categorises your activity for you. 

Activity tracking can also help you understand how profitable your firm is when paired with Firm Insights. 

Learn more about Activity Tracking, AutoTime and Firm Insights.

Entering time and disbursements

Time, fee and disbursement entries can be added manually in triConvey, specifically to a matter. You can also use AutoTime to automatically create time entries based on activity. 

Learn more about creating time, fee and disbursement entries.