Version 9.2 includes a host of exciting upgrades to the triConvey Desktop App.
New Features
Create a File Note for a matter File Notes (or Progress Notes) are used to document attendance and minutes for a client meeting. Create a File Note by selecting the New Document icon in the Matter Action Bar. File Notes will open in Word. A default template is provided upon opening a new File Note. You can replace this template with your own by navigating to triConvey Settings>Document Containers in the Desktop App and modifying the File Note container. Upon saving the File Note, it can be accessed from the All Files section at the bottom panel of the matter. Check out our Help Article here for further details.
Record Time Worked In a Time/Fee entry, you can now record the time worked on a task separately to the time you are billing the client for it. This allows your firm to accurately identify total time worked and amount of time write downs.
Refinements
Add Intake Form automation to a Precedent When modifying or editing a Precedent, you can now choose to add an Intake Form link.
Further clarification on Authenticator apps when setting up 2FA The process to set up 2FA now includes a message to "Click next if you already have an authenticator app installed on your smart phone"on the step to install an Authenticator app on your device.
Tagging for emails associated with a matter Emails that have been associated to a matter in triConvey will now be tagged with the triConvey Category in Outlook. Check out our Help Article here for further details.
Click here for instructions on how to update your software.
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Version 9.2 includes a host of exciting upgrades to the triConvey Desktop App.
New Features
File Notes (or Progress Notes) are used to document attendance and minutes for a client meeting. Create a File Note by selecting the New Document icon in the Matter Action Bar. File Notes will open in Word.
A default template is provided upon opening a new File Note. You can replace this template with your own by navigating to triConvey Settings > Document Containers in the Desktop App and modifying the File Note container.
Upon saving the File Note, it can be accessed from the All Files section at the bottom panel of the matter.
Check out our Help Article here for further details.
In a Time/Fee entry, you can now record the time worked on a task separately to the time you are billing the client for it. This allows your firm to accurately identify total time worked and amount of time write downs.
Refinements
When modifying or editing a Precedent, you can now choose to add an Intake Form link.
The process to set up 2FA now includes a message to "Click next if you already have an authenticator app installed on your smart phone" on the step to install an Authenticator app on your device.
Emails that have been associated to a matter in triConvey will now be tagged with the triConvey Category in Outlook.
Check out our Help Article here for further details.
Click here for instructions on how to update your software.
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