Using the triConvey Messages Bot

Messages contains a bot that sends automated messages internally for the Firm Insights Weekly Link and Remind Me Reminders.

Table of Contents

• Getting Started
• Firm Insights Weekly Link
• Remind Me Reminders

Getting Started

Any message you receive from triConvey Bot will be visible to any members of the conversation it is sent to.

Firm Insights Weekly Link

Every Monday, users with firm owner permissions will be sent a link to the Profitability dashboards found in Firm Insights, which is a powerful report to help firm owners keep track of how their business is going.

• In any business, it is not always easy to remember to step away from the day-to-day and take the time to review the bigger picture or it becomes something on the To Do list that often never gets done.
  
  
• This message is a useful reminder to take a look at how your matters are tracked via the time tracked in AI versus what has been billed and collected for those matters, timekeepers or areas of law.
  
  
• The message will be sent as a conversation with any firm owners on Monday morning.
  
  
• Just below the message, there will be a link labelled Don't show me this anymore. Clicking on this link will unsubscribe the firm owner from the automated weekly Firm Insights message.
  
  
• Firm owners can subscribe to the weekly Firm Insights message by clicking on the link labelled Click here to start receiving them again.

Learn more about Firm Insights and Profitability Reporting

Remind Me Reminders

After you have set your reminders in Messages, your reminder will come at the scheduled reminder time as a direct message in Messages from the triConvey Bot.

• It is important to be able to create action items or reminders if any messages or files need more attention at a later time.
  
  
• Messages includes a Remind Me feature where you can remind yourself outside of creating a task to review the message.