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Managing Matters

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            Activity Intelligence

            Activity Intelligence

            • Track time from completed Activities
            • Use the Activity View
            • Add an Activity
            • Activity Duration
            See 5 more
            AutoTime

            AutoTime

            • Getting Started with AutoTime
            • Set up AutoTime activity tracking
            • Set the billing type on a matter
            • Review AutoTime entries
            See 5 more
            Calendar

            Calendar

            • Calendar View
            • Create calendar events
            • Create a Group Calendar
            Contacts

            Contacts

            • Create a new contact
            • View and edit contacts
            • Adding multiple contacts to matter details
            • Delete a contact or remove duplicate contact cards
            See 11 more
            Dashboards

            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

            Documents

            • Everyday Basics
            • File Management
            • PDF
            • Word
            Email management

            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
            See 7 more
            Leads

            Leads

            • Create a lead
            • Working in a lead
            • View upcoming lead tasks
            • Track referrals for leads
            See 8 more
            Matters

            Matters

            • Everyday Basics
            • Organising your Matters
            • Record keeping
            • Searches
            Messages

            Messages

            • For Conveyancers
            • For your clients
            Tasks & Workflows

            Tasks & Workflows

            • Set up tasks, workflows and calendars
            • Create tasks
            • Apply a Workflow to your matter
            • Set up a document review Task View
            See 8 more
            Time & Disbursements

            Time & Disbursements

            • Using the triConvey Timer
            • Enter a time or fixed fee entry
            • Enter a disbursement entry
            • Delete a fee or activity entry
            See 8 more
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