Security of Messages and the Client Portal : triSearch

Cybercrime has rapidly increased in recent years, with email fraud now one of the most common tactics used by attackers. Traditional email is no longer considered a safe way to send confidential information or large documents.

To address this growing threat, triConvey's Client Portal provides a secure, reliable alternative for messaging and file sharing — keeping your firm and your clients protected from cyber risks.

The Client Portal is designed with multiple layers of protection to ensure your information stays private and secure:

Conversations are initiated by registered triConvey users

Only verified triConvey users can start conversations through the Client Portal. This ensures clients and third parties can trust that any message or file received through the portal is legitimate.

Two-Factor Authentication (2FA) for recipients

Optional two-factor authentication adds an extra layer of security for recipients. Even if an email address or password is compromised, unauthorised users cannot access messages or files without the recipient’s mobile device.

Data Encryption

All messages and files shared within the Client Portal are encrypted both in transit and at rest, meaning it cannot be intercepted or read by third parties.

Device and IP Address Verification

The system remembers trusted devices and requires 2FA for new or unknown devices, helping to prevent unauthorised access.

Continuous Monitoring

Powered by Auth0 technology, the Client Portal constantly monitors for suspicious login attempts or unknown identities trying to gain access. Learn more about Auth0.

Immediate Access Control

If for any reason your trusted device has been compromised, it is quick and easy to remove anyone involved in the conversation from accessing your Client Portal conversations.

Frequently Asked Questions

How will my customer be confident that the message is secure?

A conversation can only be initiated within triConvey by a registered triConvey user. Third parties can be confident that conversations received from you are legitimate and secure.

Is two factor authentication required for my client to access messages?

The Client Portal has optional two factor authentication for recipients to gain access to any information. Even if email information or password information is compromised, hackers will not be able to access Client Portal messages or files sharing without access to your mobile phone.

Are messages encrypted?

All messages are encrypted and unable to be intercepted by third parties while they are in transit or at rest.

Is there security monitoring?

The Client Portal uses Auth0 technology with constant monitoring for unknown identities attempting to gain access. Learn more about Auth0 and their security, privacy, and compliance.

Is an attached file in the Client Portal a copy or a link to the original file in the matter?

The file is copied from triConvey to the Client Portal system. If you update the original file in triConvey, the changes will not update in the Client Portal.

Are conversations in the Client Portal permanently stored on triConvey servers?

Yes - we never delete any conversation.

If a client cancels with us, can they still view the documents we have sent to them?

The (ex) client should still have access to the conversation and documents, but the lawyers and staff from your firm will be removed from the conversation.

What happens if my device is compromised or hacked?

If for any reason your trusted device has been compromised, it is quick and easy to remove anyone involved in the conversation from accessing your Client Portal conversations.