Introduction to the Client Portal : triSearch

The Client Portal (formerly Communicate) is triConvey's secure messaging and file-sharing platform, designed to protect confidential client information and streamline communication.

The portal allows you to send documents, messages, event invites, and invoices from the matter screen in triConvey.

If sending something to an external party, they will receive an email invite asking them to login to see the information sent to them. The login does not require a username or password to gain access to the portal.

Once they are in, the external party will be able to see all the items sent over to them in the form of a To Do list.

Getting Started
Secure File Sharing & Messaging
Invoice Viewing and Payments
Intake Form Submission
Staff Internal Messaging
Communicate Mobile App
SMS Text Messaging
Frequently Asked Questions

Getting Started

Clients and third parties can access the portal via mobile app or web browser.

If you would like to send your clients and/or third parties an introductory guide for how to access and start using the Client Portal, please use this link.

Share confidential files or chat securely with your client without leaving triConvey.
Ensure all communications stay protected. You can even share entire folders with your client!
Learn more about sending and receiving files securely on the Client Portal.

If you have the Productivity Pack enabled, you can use Archie to help convey your message by changing the tone, length or by improving your writing.

Invoice Viewing and Payments

Clients can view and pay invoices securely through the Client Portal, reducing the risk of invoice fraud.

Learn more about creating and sending an invoice to be viewed via the Client Portal.

Intake Form Submission

Clients can complete Intake Forms directly in the portal, keeping all correspondence in one secure location.

Learn more about Lead Intake and Matter Intake.

Staff Internal Messaging

If staff members work in different locations, or you have remote staff, use the Client Portal to send direct messages to individuals or groups.

You can have internal conversations on a matter or even set up individual channels for internal use.

Learn more about messaging internal staff members on the Client Portal.

Communicate Mobile App

Use the Communicate mobile app to send messages, review files, and get real-time notifications on the go.

Learn more about the Communicate Mobile App.

SMS Text Messaging

Send SMS messages directly from a conversation, even if the recipient is not using the Communicate app.

Learn more about sending Client Portal messages to your client as an SMS.

Frequently Asked Questions

What types of files can I share?

Any file can be shared, such as videos, images, and PDFs.

Is there a file size limit for files sent from the Client Portal?

The maximum file size for an individual file and each file in a shared folder is 5 GB.

Is there a file size limit for files sent to my firm via the Client Portal?

If a client sends a file via the Client Portal website, the file size is limited to 100 MB. They may be able to exceed this limit on the Communicate mobile app, but it will depend on their mobile carrier.

What is the maximum number of files I can send per message?

You can send 130 files per message. If you need to send more than 130 files, you will need to send multiple messages. Each folder you share via the Client Portal cannot contain more than 130 files.

Can I invite outside parties to calendar events?

Yes. Learn how to invite parties to an event through the Client Portal.

Introduction to the Client Portal

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