Summarise a Client Portal conversation with AI

When a conversation in the Client Portal gets lengthy, use the AI summary to focus on key points and actions.

Table of Contents

• Summarise a conversation
• Additional Notes 

Summarise a conversation

1.    Open the Client Portal by selecting the Messages tab in triConvey or within a triConvey matter, and open the relevant conversation.

2.    Select the Summarise Conversation button in the upper right corner. 

3.    The summary will appear as an orange speech bubble as a new message from Conversation Summary (AI-generated).

Additional Notes 

• You can summarise internal and external conversations so long as you are a participant in the conversation.
  
  
• Only internal users can view the summary.
  
  
• Clicking on the Summarise Conversation button again will remove the previous summary. The new summary will account for any new messages that have been posted in the conversation.