In triConvey, you may encounter some terms unique to the software. Use this guide to understand these terms and read more about them.
Table of Contents
Matter Productivity
A feature that keeps track of every action you complete throughout the day, such as tasks, document work, memos, emails, and matter admin, to ensure billing is comprehensive and accurate. | |
The process by which information in matters are automatically generated using editable fields in the triConvey Toolbar in Microsoft Word. | |
A feature that uses Activity data to automatically generate time entries. | |
| The first view you see when you log into triConvey. It contains customizable widgets and allows you to view all the things you need to track and manage your work for the day. | |
| Document Containers | Also referred to as a Letterhead, Document Containers are headers and/or footers in a document that usually contain information such as the Firm’s logo, address, email, website, and phone details. |
| A repository within triConvey that houses your firm's precedents, triConvey-generated precedents, and Court and Authority Forms. | |
| A client case file in triConvey. | |
Specific Matter settings for standardising your Matter's folder structures, tags, stages, and more. | |
| A feature in triConvey that allows your firm to organise a matter into steps and help stay on top of a matter's progress. | |
A specific matter setup under a Practice Area of law. | |
| A common interface action you can use in many parts of the triConvey desktop app to access extra features that may otherwise not be visible on the interface. | |
A Matter to-do, which can be assigned to yourself or other staff. | |
| Time & Disbursements | The section within triConvey which provides line-item breakdowns of all billable activities. Time, fees, and disbursements can be added, edited, or removed in this section. |
A series of tasks/sub-tasks that can be applied to new and existing matters. |
Lead Productivity
| A case file for potential clients in triConvey. Lead files look similar to matter files and are denoted with a dark green banner. | |
A colloquial term for clients in the Lead state who have yet to be converted to a matter. |
Products and Services
| triConvey's secure file sharing and messaging service to enhance your client interactions. | |
An iOS or Google Play mobile app to access the Client Portal on your mobile device. The App can be downloaded by staff or your clients. | |
| The question mark icon in the upper-right corner of triConvey which takes you to the triSearch Campus in one click. Select the Help icon whenever you need more information about triConvey features or need to get in contact with our support team. | |
| Third-party software and programs that integrate with triConvey. Some integrations are one-way (i.e. data is only sent from triConvey to the third-party software), and others are two-way (data is sent back and forth between triConvey and the third-party software). | |
| The iOS and Google Play app that allows you to access triConvey matters from your mobile device. Note that the mobile app has limited functionality compared to the desktop app and is not intended to replace it. | |
| triConvey desktop app | The desktop app is installed locally and launched from your computer. |
| triConvey Companion Site web app | The triConvey Companion Site web app is accessed from your web browser and shares many of the same features as the desktop app. While the web app contains all billing, invoicing and trust accounting features, certain features such as document automation are only available on the desktop app. |
| An online forum where you can meet triConvey staff and other triConvey users, exchange advice and tips, and learn more about triConvey. | |
| A live presentation hosted by a triConvey expert which offers practice area-specific tips or a lesson on advanced topics. Webinars are open to all triConvey users. |
Billing
| An invoice that has yet to be finalised. | |
A portal which makes it easier for clients to review and pay their invoices at their own convenience. This optional feature adds a button to your electronic invoices that takes the invoice recipient to the portal. | |
An invoice which is ready to be sent to your client and have payments applied. | |
A feature for scheduling and executing rate increases. | |
| Time/Fees & Disbursements | The section within triConvey that provides line-item breakdowns of all billable Activities. Time, fees, and expenses can be added, edited, or removed in this section. |
Reporting
| Billing Reports summarises important billing data such as account balances, trust balances, income statements, credit history and more. | |
Specialised reports which allows you to visualise your firm’s business trends. Only the firm owner or users designated by the firm owners can access Firm Insights. | |
| Data summaries in triConvey desktop of your clients, matters, leads, and more. |
Settings
| The area where you can configure settings for the Companion Site web app. | |
| The gear icon in the top-right corner of triConvey Desktop App that allows you to configure many different settings for managing your Matters, time entries, integrations and more. |
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