The triConvey Companion Site Web App has been updated with the following:
You can now add Other Side Solicitors and Other Contacts to a matter. These contacts will also sync back to the matter in the triConvey Desktop App. Note that Other Contacts appear under Additional Contacts in the Desktop App.
Other Side Solicitors can be added when creating a new matter:
Other Side Solicitors and Other Contacts can also be added when editing an existing matter:
Good to Know:
Only roles that are enabled in the Desktop App Matter Details Settings will appear in the Role drop-down of contacts in the Web App.
If you type in the Role field of a contact on the Web App, it will be recorded as an Additional Contact role and what you typed will be entered into the Edit Role & Legal Description field of the Desktop App.
The Overview tab of the matter in the Web App will display Other Side Solicitors, but not Other Contacts. Other Contacts can only be viewed from the Edit Matter page in the Web App.
23 July 2026
The triConvey Companion Site Web App has been updated with the following:
You can now add Other Side Solicitors and Other Contacts to a matter. These contacts will also sync back to the matter in the triConvey Desktop App. Note that Other Contacts appear under Additional Contacts in the Desktop App.
Other Side Solicitors can be added when creating a new matter:
Other Side Solicitors and Other Contacts can also be added when editing an existing matter:
Good to Know:
If you type in the Role field of a contact on the Web App, it will be recorded as an Additional Contact role and what you typed will be entered into the Edit Role & Legal Description field of the Desktop App.
2 July 2026
You can now create Adjustment Notes in the triConvey Companion Site Web App to apply against invoices. Learn more about how Adjustment Notes work and when they can be used.
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