Install triConvey

Welcome to triConvey! To get started with installing triConvey, follow the steps below.

Table of Contents

• Getting Started
• Installing triConvey
• Bookmark the triConvey Companion Site web app
• Accessing triConvey Companion Site web app
• Install the mobile apps
• Install the Google Chrome extension

Getting Started

The triConvey desktop app is only available for PC/Windows machines. The desktop app is not available on Mac.

To make the most out of triConvey, ensure you also have Microsoft Word and Outlook installed. triConvey is also optimised to work best with Office365.

Installing triConvey

Download and install triConvey on every Windows PC you may use.  

The Firm Owner will receive an email inviting them to create their login credentials upon registration with triConvey.  

The Firm Owner can create and enable authorised users of their firm.  Those users will also receive an email inviting them to create their login credentials.  

Links to create login credentials expire within 72 hours.  If you have not received the email invitation to set up your login credentials, contact our Support Team.

Bookmark the triConvey Companion Site web app

The triConvey Companion Site web app contains productivity tools to manage your matters on any web browser. It's also where you complete all your Billing tasks, such as invoicing and trust accounting.

For best performance, use Google Chrome as your browser.  You can access the web app from the triConvey Desktop App by selecting Billing from the Action Bar.

Accessing triConvey Companion Site web app

Log into triConvey Companion Site from your web browser. For best performance, use Google Chrome as your browser.

Install the mobile apps

triConvey's free mobile apps allow you to keep tabs on your firm on the go:

• triConvey mobile app – manage your tasks, calendar, contacts and matters on your smartphone.

• Communicate mobile app – securely send and receive client messages and share documents, all powered by triConvey. 
  

Install the Google Chrome extension

You can also install a Google Chrome extension to save webpages and PDFs open in your Google Chrome browser into a matter.