Help Centre
System Status
The Campus
Library
Managing Matters
Managing Matters
Activity Intelligence
Track time from completed Activities
How to use the Activity View
Add an Activity
Activity types and conditions
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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
Invite third parties to an event in triConvey
Client Portal & Messages
For your Firm
For your clients
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
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, modify, or delete a time or fixed fee entry
Enter a disbursement entry
Use the time finder to track activities
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