Matters are triConvey's answer to the paper file, but accessible from anywhere. Ensure all critical documents, emails, and tasks associated with a client are all stored in one place using matters.
Depending on the matter type you select, relevant fields are already curated for you, so you can start entering important details immediately.
Table of Contents
Getting Started
You can create matters from the triConvey Desktop App or the Companion Site Web app. Matters created in one place are viewable from both.
triConvey Desktop App
1. Select New Matter from the triConvey Action Bar.
2. Select the State and Matter Type from the dropdown menus.
Tip: If you are unsure which matter type to use for a specific matter, reach out to your Account Manager or view our Matter Types for additional best practices.
3. Depending on the Matter Type, select Create or Next.
Tip: Some State specific Matter Types will require you to enter a Title Reference. Refer to Matter Types for State specific instructions on how to Create a New Matter.
4. triConvey will open the matter on its own window, differentiated from the main triConvey app by a dark blue coloured banner at the top.
Next Steps
After creating a new matter, you can start customising matter details:
- Show or hide relevant parties and data required, so that only the most important fields are visible.
- Then, Fill in the Matter Details section by double-clicking each line item.
The minimum data required to save a matter is a Matter Number located in the Info row, and the Client’s Name (the row underneath the matter number).
After you’ve created your first matter, consider adding frequently used matter types to your favourites, or create new matter templates to save time entering matter details.
triConvey Companion Site Web App
1. Open the triConvey Companion Site Web App and select Matters from the left panel.
2. Select Add Matter.
3. Choose the state, area of law and matter type and then select Next.
4. Start typing in the name of the Parties to the matter and select their name from the list. You can also add a new contact from the bottom of the list.
Tip: If there are multiple parties to a matter, select the plus icon to add them.
5. Select the Client Role from the drop-down list and select Next.
Tip: It is optional to enter details of the Other Side/other roles in the matter.
6. Enter the Matter Description and select Next.
Tip: You can also change the Matter Opened date if applicable.
7. All Staff fields are optional for completion. Select Next when ready.
Tip: You can also add Referral details (including custom Referral Types) here.
8. All Billing fields are optional for completion.
| Select a Debtor from the list by selecting an existing contact or creating a new contact. You can also add multiple debtors. |
| Select the Billing Type and enter more details when prompted. |
| Select the Billing Units that apply to this matter. Learn more about billing units. |
Choose the Hourly Rate configuration:
|
| Select the Billing Frequency, which allows you to filter invoices based on billing frequency for reporting purposes. |
9. Select Create Matter.
Tips: The newly created matter will be available from the triConvey Desktop App also.
Access billing-specific Matter options
You can enter more details on the matter or edit existing details, by clicking on the matter in the matter list and selecting Edit Matter.
Use the Quick Links to navigate through each setting.
You can also set the default trust account for trust payments, if your firm has multiple trust accounts.
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