Manage Precedent Profiles

Learn how to identify which Precedent Profiles your firm is subscribed to in triConvey.

Your Account Manager will subscribe you to all suites in your state when setting up your account however, changes may be required:

• if you are doing a one-off matter in another state; or
• if there are some suites you do not use in that state and want to remove them.

Table of Contents

• Access Precedent Profile settings
  • From triConvey Settings
  • From the Precedent Library
• Identify which Precedent Profiles your firm is subscribed to
• Next Steps

Access Precedent Profile settings

From triConvey Settings

1.    Select the gear icon from the top-right corner of the triConvey Desktop App.

2.    Select Precedent Profiles.

From the Precedent Library

1.    Open an existing matter.

2.    Select Precedent from the Matter Action Bar.

3.    Select the gear icon from the top right corner of the Precedent Library.

Identify which Precedent Profiles your firm is subscribed to

Despite being able to see other Matter Types, triConvey users can only subscribe to Business, Conveyancing, Courts & Authority, Leasing and Mortgage Precedent Profiles.  

Ticking the Precedent Profiles yourself will not enable them.  You must reach out to our Support Team to have them enabled.

1.    Navigate to the Status column to identify which Precedent Profiles have been subscribed to.

Tip:  Precedent Profiles that are ticked are enabled.

2.    To display precedent profiles for other states, select the state drop-down menu.

Next Steps

Once you've subscribed to a precedent profile, learn how to organise the contents of the profile to suit your workflow.