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A Matter is a digital copy of your paper file that allows you to store all related data, documents, emails, tasks, and other documentation in one place for easy access. 


triConvey is tailored to your area(s) of law and jurisdiction, so every matter type will vary based on what you need for each file.

Table of Contents




Getting Started

You can create matters from the triConvey Desktop App or the Companion Site Web app. Matters created in one place are viewable from both. 



triConvey Desktop App

1.    Select New Matter from the triConvey Action Bar.

2.    Select the State and Matter Type from the dropdown menus.

Tip:  For quick access, Matter Favorites can be created by clicking on the star icon or Matter Templates.

If you are unsure which matter type to use for a specific matter, reach out to your Account Manager or view our Matter Types for additional best practices.


3.    Depending on the Matter Type, select Create or Next.


Tip:  Some State specific Matter Types will require you to enter a Title Reference.  Refer to Matter Types for State specific instructions on how to Create a New Matter.



Complete Matter Details

Tip:  Not all matter details need to be entered immediately.  However, it is best practice to enter as much information as possible to save yourself time when generating documents.  The minimum amount of information you must include is Info and Client info.


1.    Double-click Info.
 

2.    Complete Matter details with the following fields:

    

StatusThis is where you will change the matter to Open, Closed, Deleted or Cancelled.  By default it is set to Open.
Matter opened and matter closed datesMatter opened date is automatically created when the matter is opened.  Matter closed date will be manually entered by you.
Matter number and Re LineYou can adjust these default settings in Matter Configuration.
Matter DescriptionEnter additional information about the matter. Matter Description is searchable in triConvey as well.
Person Responsible, Person Assisting, IntroducerCompletion of staff roles will flow through to all your precedents.  Introducer information can be used to generate a Firm Insights report to help you understand where your matters are coming from.
Referral Type and Referrer Referral information can be used to generate a Firm Insights report to help you understand where your matters are coming from.



Entering Client Info

1.    Double-click Client Info.

Tip:  Depending on your Matter Type this may be Buyer/Purchaser, Seller/Vendor, Mortgagee/Mortgagor, Lessor/Lessee.


2.    Complete contact details with the following fields:


TitleIt is important to always include a title for your contacts.  triConvey uses the title to help automate gender in documents.
Given and Last NameFull legal name
GreetingYou can select a formal, informal or custom greeting for letters.
Phone and mobile numbers
Email address
Client Address


3.    Once all details have been entered, select Save.


4.    Double-click Client Info.

Tip:  Depending on your Matter Type this may be Buyer/Purchaser, Seller/Vendor, Mortgagee/Mortgagor, Lessor/Lessee.


5.    Complete Contact Details:


NotesEnter additional information about the client.
Additional DetailsOnce you enter a contact name, you can complete the following fields:
  • Marital status
  • Occupation
  • Birth Details
  • Death Details
  • Identification numbers, citizenship status, passport information or LEDES ID as needed.
  • Passport Details.
  • Bank Details.

VOI/Execution OptionsEnter VOI, Execution party and Power of Attorney details.




Next Steps 

After creating a new matter, you can start customising matter details:


After you’ve created your first matter, consider adding frequently used matter types to your favourites, or create new matter templates to save time entering matter details. 



triConvey Companion Site Web App

1.    Open the triConvey Companion Site Web App and select Matters from the left panel.


2.    Select Add Matter.


3.    Choose the state, area of law and matter type and then select Next.


4.    Type the name of the Parties to the matter and select their name from the list. 

Tip:  When entering a client, the field will search and allow you to select an existing contact.  If your client is a new contact, select +Add Contact.


  • If there are multiple parties to a matter, select the + icon to add them.


5.    Select the Client Role from the drop-down list and select Next.

Tip:  It is optional to enter details of the Other Side/other roles in the matter.


6.    Enter the Matter Description and select Next. 

Tip:  You can also change the Matter Opened date if applicable.


7.    All Staff fields are optional for completion.  Select Next when ready.
 

8.    All Billing fields are optional for completion.  

 

Select a Debtor from the list by selecting an existing contact or creating a new contact. You can also add multiple debtors.

Select the Billing Type and enter more details when prompted.

Select the Billing Units that apply to this matter. Learn more about billing units.

Choose the Hourly Rate configuration: 
  • Do not override rate: This uses the rate designated for that staff member in their staff settings.

  • Use rate sets: Apply a rate set to this matter.

  • Override rate for all staff: Enter a custom rate amount that is applied to all staff listed in this matter.

  • Override default rate per staff member: Enter custom rate amounts for individual staff members listed in this matter. Select the plus icon to configure more than one staff member.
Select the Billing Frequency, which allows you to filter invoices based on billing frequency for reporting purposes.


9.    Select Create Matter when ready.

Tips:  The newly created matter will be available from the triConvey Desktop App also.



Next Steps

You can enter more details on the matter or edit existing details, by clicking on the matter in the matter list and selecting Edit Matter.


Use the Quick Links to navigate through each setting.


Client/Contacts
Review, edit, and add clients, debtors, and other sides on a matter.

Here you have the ability to create new contacts to add to a matter, as well as add, view, and edit existing contacts.

Select View to open the contact page in a new tab and upon closing the tab will return you to the Edit Matter screen. The Edit link will display a pop-up box allowing you to edit details without leaving the page.
Matter Details
Review and edit matter details such as matter number and matter description.
Staff
Review and edit Person Responsible, Person Assisting, or Introducer on a matter.
Billing Fees and Rates
Select and edit the matter's billing type and billing rate. In this setting, you can override the default rate for the matter by individual staff members or for all staff.
Trust Settings
Activate the evergreen retainer on a matter and set the minimum threshold and replenishment amounts. If you do not see this option, review our article on Evergreen Retainers to learn how to activate this feature.
Late Payment
Set interest on matters with outstanding balances, including any grace period and the date you want the interest to start calculating. Learn more about Interest.
Communication
Set up any relevant CC or BCC email addresses that should receive email invoices and reminders. You can also indicate the default document sending preference here, especially if the client prefers to receive invoices in a way other than email.
Invoice Settings
Review and edit certain invoice settings for a matter including the invoice template, title, subtitle, eInvoices, and notes. Learn more about Invoice Settings.



Handy Hints

You can have multiple matters open at one time, creating various matter windows at the top of the triConvey Companion Site Web App.


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