Security of Messages and the Client Portal

Modified on: Tue, 25 Jun, 2024 at 2:10 PM

Cybercrime has rapidly increased in recent years, with email fraud being the primary tactic of attackers. As a result, email is now deemed insecure.

To combat the threat of cybercrime, triConvey has created a secure messaging and file sharing Client Portal. It's perfect for sharing Trust Account Details or sending large contracts that your email cannot handle.

Getting Started
Who can access Messages and the Client Portal
Using Messages and the Client Portal
Benefits
Frequently Asked Questions

Getting Started

Messages is built into triConvey and you will find it across the top menu of the triConvey Home Dashboard, or across the Matter Action Bar in each Matter. You can also access Messages via the Communicate App on your phone.

Who can access Messages and the Client Portal

Third parties, such as your clients, can access the Client Portal in an internet browser or via the Communicate App on their phone. Internal staff can access Messages to communicate directly with clients via the Client Portal.

Using Messages for messaging and file sharing is the best practice for confidential, and secure communication with clients.

Using Messages and the Client Portal

You can:

Send and receive internal direct messages in real time with other staff in your firm.
Send and receive secure messages with your clients or third parties (agents etc).
Send and receive secure files internally, to clients or to third parties (clients, agents etc).

Benefits

The knowledge that you can send and receive sensitive information and documents with peace of mind.
Receive notifications in real time in triConvey or on your phone when using the Communicate App.
Once a conversation has started between yourself and a third party, all messages will continue to appear within that conversation.
Easily locate any shared files in a separate tab, saving scrolling through loads of messages.
Easily locate any messages without searching through numerous emails.

Frequently Asked Questions

How will my customer be confident that the message is secure?

A conversation can only be initiated within triConvey by a registered triConvey user. Third parties can be confident that conversations received from you are legitimate and secure.

Is two factor authentication required for my client to access messages?

The Client Portal has optional two factor authentication for recipients to gain access to any information. Even if email information or password information is compromised, hackers will not be able to access Client Portal messages or files sharing without access to your mobile phone.

Are messages encrypted?

All messages are encrypted and unable to be intercepted by third parties while they are in transit or at rest.

Is there security monitoring?

The Client Portal uses Auth0 technology with constant monitoring for unknown identities attempting to gain access. Learn more about Auth0 and their security, privacy, and compliance.

Is an attached file in the Client Portal a copy or a link to the original file in the matter?

The file is copied from triConvey to the Client Portal system. If you update the original file in triConvey, the changes will not update in the Client Portal.

Are conversations in the Client Portal permanently stored on triConvey servers?

Yes - we never delete any conversation.

If a client cancels with us, can they still view the documents we have sent to them?

The (ex) client should still have access to the conversation and documents, but the lawyers and staff from your firm will be removed from the conversation.

What happens if my device is compromised or hacked?

If for any reason your trusted device has been compromised, it is quick and easy to remove anyone involved in the conversation from accessing your Client Portal conversations.