Introduction to Messages : triSearch

The Messages feature in triConvey is where your firm can send messages and files securely to your client's Client Portal.

In addition to messages and documents, you can also send event invitations, Intake Forms and invoices from Messages.

Accessing Messages
What to expect when sending messages to a third party
What can you do in Messages
Frequently Asked Questions

Accessing Messages

To access Messages, you can either:

Select the Messages tab from the triConvey Home Dashboard (to view messages across all matters and staff). Accessing Messages this way allows you to view:
- Channels
- Direct Messages (with other staff members)
- All Internal Matter Conversations you have across all matters
- All External Matter Conversations you have across all matters

triConvey Home Dashboard

triConvey Companion Site Web App

Select the Messages tab from within a matter (to view messages specifically for that matter). Accessing Messages this way allows you to view:
- Internal Matter Conversations for the specific matter
- External Matter Conversations for the specific matter

triConvey Desktop App

triConvey Companion Site Web App

What to expect when sending messages to a third party

If sending something to an external party, they will receive a customisable email invitation prompting them to log in to their very own Client Portal. They won’t need a username or password; access is granted securely through the unique link in the email.

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.

View our Client Portal Tour article for more screenshots of the Client Portal experience from your client's perspective.

Best way to access the Client Portal 

To enjoy the new client portal experience, clients and third parties should access their items through a web browser. 

If they already have the Communicate app on their mobile device, they can delete it to switch to this updated web, portal experience. They are also welcome to keep using the previous app, but please note that some features won’t be available there.

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.

What can you do in Messages

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 via Messages.

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 Messages tab to send direct messages to individuals or groups.

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

Learn more about messaging internal staff members.

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 Messages?

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

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 100MB. 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 Messages

Table of Contents