Send messages to internal staff members

Messages is a versatile tool that serves as both an external communication platform and an internal communication hub.

In addition to easily sending messages and sharing files with individual users or groups within your firm, you can create channels to keep everyone up-to-date and on the same page.

Table of Contents

• Starting an internal conversation or group chat
• Loop in staff members on a matter
• Start a message channel
• Search for a channel
• Add or remove users from a channel

Starting an internal conversation or group chat

Messages allows you to collaborate and internally message other firm members. This will help keep all correspondence with staff in one place.

Direct messaging is available on the Communicate Android and iOS apps as well as within triConvey.

To start an internal message:

1.    Select the Messages tab from the triConvey Home Dashboard.

2.    Select the + icon from the Direct Messages section.

3.    Tick one or more staff members from the list, then select Go.

4.    The conversation window will open in the Messages tab, where you can send messages or files to your recipients.  You can also view shared files and pinned messages from the Files and Pinned tabs.

5.    Internal Direct Messages can also be viewed from the Communicate Mobile App.

Loop in staff members on a matter

With Messages, you can easily collaborate with other firm members and send internal messages about specific matters. This ensures all correspondence and activity related to a particular matter stays within triConvey.

You can access the Internal Matter Conversations feature on both the Android and iOS apps as well as within triConvey.

1.    Open a Matter and select the Messages tab.

2.    Select the + icon under Internal Matter Conversations.

3.    Tick the staff member you wish to message.

4.    Select Create.

5.    The internal conversation will be accessible from the left panel of the Matter at any time. They can also be accessed from the Communicate Mobile App.

Start a message channel

Use channels to start a conversation around a specific purpose or topic, ranging from firm-wide alerts to social event planning.

Firm users can create, join or leave a channel. All participants of a channel will get an unread notification when a new message is sent.

To create a channel:

1.    Select the Messages tab from the triConvey Home Dashboard.

2.    Select the + icon under the Channels section.

3.    Create a Channel Name.

4.    Select the staff you want to include in the channel.

5.    Select Go.

You will see the 10 most recent channels from the left panel. As new messages are received, the list will refresh.

Search for a channel

If you are looking for a specific channel, select the magnifying glass to search or browse through all channels.

Add or remove users from a channel

1.    Select the ... icon on the top-right corner of the channel window.

2.    Select Manage Participants.

Tip:  You can also rename the channel from this screen.

Channels are also available on the Communicate Mobile App.