triConvey offers a web app designed to streamline billing as well as matter management.
Table of Contents
Getting Started
If you are migrating from an existing billing program, you should complete the current billing cycle in that program, transfer any balances due and deposits to triConvey and then start billing in triConvey.
Enable the triConvey Billing Integration
Once you have completed the final billing cycle with your previous billing program, you need to activate the Companion Site web app.
1. Select the gear icon from the top right corner of the triConvey Desktop App.
2. Select Time & Billing.
3. Tick Enable integration of Time & Disbursements.
4. Under the Time & Activities tab, set your Billing Units for rounding entries.
5. Under Billing Integrations, select triConvey Billing.
6. Select Save.
Next Steps
We recommend that your Firm Settings in the web app are configured to your firm's preferences before you start recording billing transactions.
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