Help Centre

Follow this checklist to set up your Firm's Account for a seamless onboarding experience, which will have your firm up and running in the triConvey Desktop App and triConvey Companion Site Web App.

Table of Contents



Getting Started

Complete Important First Steps so you can work with your firm's data.



Step 1:  Firm Settings

Step 2:  Staff & Users

Step 3:  Outlook and Notifications

  • Sync your calendar with Outlook - we recommend that the Outlook integration is completed either outside business hours or during a quiet part of the day due to syncing requirements. 

Step 4:  triSearch integration

Step 5:  Billing integration

Step 6:  Trust Accounts

Step 7:  Advanced settings

While Advanced settings are entirely optional, they offer additional functionality beyond basic transactions on triConvey. They provide instructions for utilising more intricate features.

Step 8:  For first time users


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