Help Centre
System Status
The Campus
Library
Managing Matters
Managing Matters
Activity Intelligence
Track time from completed Activities
Use the Activity View
Add an Activity
Activity Duration
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AutoTime
Getting Started with AutoTime
Set up AutoTime activity tracking
Set the billing type on a matter
Review AutoTime entries
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Calendar
Calendar View
Create calendar events
Create a Group Calendar
Contacts
Create a new contact
View and edit contacts
Adding multiple contacts to matter details
Delete a contact or remove duplicate contact cards
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Dashboards
Customise your Home Dashboard
Customise your dashboard with widgets
View all Settlement Dates and Conveyancing Critical Dates
Add a Kanban board widget to your Dashboard
Documents
Everyday Basics
File Management
PDF
Word
Email management
Automatic email allocation to a matter
Email Document from Word
Send and save emails from a Matter
Set the default email address for sending emails
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Leads
Create a lead
Key differences between Leads and Matters in triConvey
View upcoming lead tasks
Track referrals for leads
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Matters
Everyday Basics
Organising your Matters
Record keeping
Searches
Messages and the Client Portal
For Conveyancers
For your clients
Tasks & Workflows
Set up tasks, workflows and calendars
Create tasks
Apply a Workflow to your matter
Set up a document review Task View
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Time & Disbursements
Using the triConvey Timer
Enter a time or fixed fee entry
Enter a disbursement entry
Delete a fee or activity entry
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