Record a memo

Use the memos feature to store quick notes on matters. Memos are useful for keeping notes from call logs, matter logs, discovery, or any action that occurs in a matter.

If you want to bill for any time spent in memos, time is automatically tracked through Activity Tracking. You can choose to include Memos as billable or non-billable entries through AutoTime.

Table of Contents

• Getting Started
• Record a memo on the triConvey Desktop App
• Create a quick memo
• View all created memos
• Record a memo on the triConvey Companion Site web app

Getting Started

You can record memos on the triConvey Desktop App and the triConvey Companion Site web app.

Record a memo on the triConvey Desktop App

1.    Select Memo from the Matter tab.

Tip:  A blank memo will open in a new window.

2.    Enter a title for your memo and type your notes in the body text.

Tip:  Change the date of the memo by picking a date from the calendar icon next to your initials.

3.    Add a timestamp to the body text by selecting the calendar with a plus sign.

4.    Select Save. After saving, you can close the memo window.

Create a quick memo

Create a new memo from the triConvey Home Dashboard by selecting Memo. 

Tip:  This is handy when you need to take notes as fast as possible and don’t have time to navigate to the correct matter.  You can have multiple quick memos open at the same time.

If you create a memo from here, you must select Browse and pick the matter it's related to before triConvey allows you to save the memo.

View all created memos

To view all memos related to a matter, select the Memo tab in the matter. From here, you can also add to and make edits to existing memos.

Tip:  Memo contents are searchable from the triConvey search bar.  

Record a memo on the triConvey Companion Site Web App

1.    Select Memos in your matter.

2.    Select New Memo and start typing your memo in the text field.

3.    To delete a memo, select the X icon next to it. 

Tip:  You can also use the toggle to show any memos which are deleted.