Install triConvey

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

Table of Contents

• Getting Started
• Option 1:  Install triConvey yourself
• Option 2:  Let us install triConvey for you
• Next:  Bookmark the triConvey Companion Site Web App
• Optional:  Install the triConvey Mobile Apps
• Optional:  Install the Google Chrome extension

Getting Started

Before you begin, perform a diagnostic test on your PC to ensure your machine meets triConvey system requirements. If the tool shows all green ticks and no red crosses, your system can run triConvey.

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

Option 1:  Install triConvey yourself

Download and install triConvey on every Windows PC your firm may use.  

The Firm Owner will receive an email inviting them to create their login credentials upon registration with triConvey.  Once triConvey is installed, the Firm Owner can open it and create their login credentials.

Option 2:  Let us install triConvey for you

Our Support team can assist you with installing triConvey. Get in touch with us so we can install it remotely.

Next:  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.

Log into the triConvey Companion Site Web App from your web browser. For best performance, use Google Chrome or Microsoft Edge as your browser.  

You can also access the Web App from the triConvey Desktop App by selecting Billing from the Action Bar.

Optional:  Install the triConvey 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. 
  

Optional:  Install the Google Chrome extension

Install the triConvey Google Chrome extension to save webpages and PDFs open in your Google Chrome browser into a matter.