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Hayley Roughley Admin

The triConvey Companion Site Web App has been updated with the following new features and refinements:


23 October 2026

  • You can now enable an option in Firm Settings > Matter Number to reset your matter numbering to 1 automatically at the start of each new year. This setting is rolling out on the Companion Site Web App first, and will become available in the Desktop App in the upcoming Version 10.2 release.


Learn more about this setting in our dedicated article: How do I reset my Matter Number for the beginning of a new year?


  • Smokeball Payments now support Google Pay and Apple Pay. When making an invoice or trust payment, the payee can now choose between Credit/Debit Card or Google/Apple Pay.


Note: Google/Apple Pay is not supported for Payments via Intake Forms at the moment.



9 October 2026 

The ability to generate an ABA payment file for trust payments is now available on the triConvey Companion Site Web App.


Learn how to set up ABA file exports for your trust accounts in our dedicated help article.

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