Getting Started with the triConvey Precedent Library

triConvey's Precedent Library is where you will find and generate automated documents and forms for your matter.

Table of Contents

• Access the Precedent Library
• Understanding different Precedent categories
  • triConvey Precedents 
  • Court and Authority Forms
• Searching in the Precedent Library
• Create a Precedent folder
• Add your own Precedent
• Add an Archie prompt shortcut
• Request a Court and Authority Form
• Add a shortcut to a Court and Authority Form folder
• Additional tips

Access the Precedent Library

1.    Open a Matter from the triConvey Desktop App.

2.    Select Precedent from the Matter Action Bar.

Understanding different Precedent categories

triConvey Precedents 

These are common documents for your Matter Type created by the triConvey Team. triConvey Precedents are denoted by the "triConvey" author in the Created by column.

When a staff member makes changes to a triConvey Precedent by updating the layout in Modify mode, the Last Modified by column will be updated with their name.

When a staff member creates a copy of a triConvey Precedent, the copied document will display "Our Firm" in the Created by column and the staff member's name in the Last Modified by column.

Court and Authority Forms

These are publicly available documents available from courts and government bodies. The Legal Product Team constantly automate, update and add new Court and Authority Forms.

If you don't see a Court and Authority Form here and would like to see it in triConvey, you can request a form.

Searching in the Precedent Library

1.    Select the arrow icon from the bottom-left corner of the Precedent Library to open the folder directory.

Tip:  Select Show all Precedent Profiles to also view Precedents outside of the current matter's Matter Type.

2.    Use the Search bar on the top-right corner of the Precedent Library to find a specific Precedent.

Create a Precedent folder

Organise your most-used Precedents into folders by selecting Add a folder.

Add your own Precedent

If you want to automate your own Precedent or add an existing Precedent to the Precedent Library, select Add a Precedent. You can upload Word documents or PDFs.

Add an Archie prompt shortcut

If you have the Productivity Pack enabled, you can create a shortcut to run specific Prompt Library prompts directly from the triConvey Precedent Library. To create a shortcut:

1.    Select Add a precedent and then select the Archie Prompt tab.

2.    Find the prompt from the two drop-down menus at the bottom of the window. 

Tip:  The first drop-down menu allows you to choose from either Your Prompts, your Firm's Prompts or Prompts created by the Smokeball team.

3.    Choose your desired prompt from the second drop-down menu. 

4.    To use the prompt, double-click on it from the Precedent Library. Archie will open in a new window and run the prompt.

Request a Court and Authority Form

You can submit a request for the Legal Product Team to automate publicly available Court and Authority Forms (e.g. forms from government bodies).

Add a shortcut to a Court and Authority Form folder

To access commonly used Court and Authority Form folders, add them as a shortcut to your main Precedent folders.

1.    Open the Precedent folder you want to add a shortcut to (e.g. Conveyancing/Purchase)

2.    Select Manage Form Shortcuts and click on a folder from the panel that opens up.

3.    Click Add shortcut. The folder will appear in the directory.

4.    Repeat for any other folders you want to add.

Additional tips

• Right-clicking on a document allows you to access a wide range of actions such as renaming, deleting or opening Precedents in Modify mode to edit them.
  
  
  
• If you are having trouble finding a Precedent, use the Search bar on the top-right corner and click on Search all folders. This will search for the document across all triConvey Precedents and Court and Authority Forms.