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:
| Status | This 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 dates | Matter opened date is automatically created when the matter is opened. Matter closed date will be manually entered by you. |
| Matter number and Re Line | You can adjust these default settings in Matter Configuration. |
| Matter Description | Enter additional information about the matter. Matter Description is searchable in triConvey as well. |
| Person Responsible, Person Assisting, Introducer | Completion 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:
| Title | It is important to always include a title for your contacts. triConvey uses the title to help automate gender in documents. |
| Given and Last Name | Full legal name |
| Greeting | You 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:
| Notes | Enter additional information about the client. |
| Additional Details | Once you enter a contact name, you can complete the following fields:
|
| VOI/Execution Options | Enter VOI, Execution party and Power of Attorney details. |
Next Steps
After creating a new matter, you can start customising matter details:
- Show or hide relevant parties and data required, so that only the most important fields are visible.
- Then, Fill in the Matter Details section by double-clicking each line item.
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. Select Create New from the top-right corner and then select Matter.
2. Complete all required details for the matter via the the Quick Links.
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 New Contact.3. Once all details have been completed, select Create Matter.
Tip: You can have multiple matters open at one time creating various matter windows at the top of the web app.
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