Setting up and managing matters in triConvey

Manage client documents, tasks and correspondence in one place using triConvey. Using our best-in-class matter templates curated to your specific areas of law, you can quickly get a client file up and running. 

Here's a fast summary of how to get started creating and managing your matters in triConvey.

Table of Contents

• Matter Basics 

• Managing your matters 
• Matter templates curated for your area of law

triConvey makes it easy to create matters related to your firm’s specialisations. Our in-house team has created custom templates for many areas of law that you can apply to new matters.