triConvey is a powerful, yet intuitive program designed with you in mind. Through out this section, we will explore the features of triConvey.



Once you log into triConvey, you will land on the Home Dashboard.


From the Dashboard, you can access:


Additional Options

1.    Access the File menu to navigate to Firm Settings, Help & Support page and resources.

2.    Access Messages, Time & Disbursements and Firm Insights on a firm level.   
   
triConvey Action Bar 

The 'Go to' place for creating new matters, creating contacts, events, tasks, etc.

Views 

Quickly toggle between your customisable dashboard, matters, contacts, calendar, tasks, activity reports and search.  Learn more about organising and filtering your matter list.


Search 

The quickest way to find a matter, contacts, documents, emails and memos.


Use the Filter to show matters based on their current status (i.e. Open).


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