Getting Started with Communicate

If you're reading this article, your lawyer may have invited you to use Communicate by triConvey to securely interact and share documents with them.

Communicate is a secure portal where you can talk to your lawyer directly and share files easily and securely. Your personal details and data on Communicate will be kept securely and not shared.

Table of Contents

• Getting Started
• Download and set up the Communicate mobile app
• Entering Communicate for the first time
• How to send messages and files
  • Send a message without an attachment
  • Send a message with an attachment
• How to view a list of files sent and received in a conversation
• Returning to Communicate

Getting Started

Access Communicate on your web browser or via the Communicate mobile app.

Tip:  When downloading the Apps, please be aware that you will be downloading the Smokeball Communicate Apps with your triConvey account.

Download and set up the Communicate mobile app

To simplify the sign-in process and access your Communicate messages with your mobile device on the go, we highly recommend downloading the Communicate Mobile App.

Select the links below to download the Communicate mobile app for your device:

To set up the mobile app for the first time:

1.    Open the app on your device, then select Sign in.

2.    Enter your email address in the login page and then select Sign in to Communicate.

3.    Open the email sent to your email address and select View Conversations. 

4.    Navigate back to the mobile app.

The mobile app will keep you logged in until you sign out of the app.

You can also set up extra security on the mobile app, including turning on the Lock with Passcode feature or enabling Face ID. To access security settings:

1.    Select the three vertical dots on the top-right corner of the mobile app.

2.    Select Security.

Entering Communicate for the first time

Once your lawyer has sent you a message on Communicate, you'll receive an email requesting to share files and messages.

1.    From within the email, select Get Started.

Tip:  You will be directed to the Communicate login page.

2.    Depending on how long ago you received the Get Started email, you may have to enter your email address and select Send secure link to receive an email to log you into Communicate.

Tip:  You may also be asked to set up multi-factor authentication if your lawyer requires it.

3.    Once you have successfully logged into Communicate, you'll see the open conversation your lawyer has started and you can start sending messages or files.

How to send messages and files

Send a message without an attachment

1.    Enter your text in the Message box and then select Send.

Send a message with an attachment

1.    Enter your text in the Message box and then select Attach.

2.    Select the file you want to upload from your device.

3.    Select Send.

If your lawyer has communicated important information that you may want to reference later, you can pin their message by selecting the three vertical dots next to the message and then selecting Pin.

How to view a list of files sent and received in a conversation

1.    Select the Files tab.

Returning to Communicate

Whenever your lawyer sends new messages on Communicate, you'll receive an email requesting you to view the message.

1.    From within the email, select View Message.

2.    Complete any multi-factor authentication steps if needed, to be taken directly to the conversation.

You can also view Communicate conversations at any time by directly accessing the Communicate login page.

1.    Enter your email address and select Sign in to Communicate.

2.    Check your emails for an email from Communicate and select View Conversations.

3.    Complete any multi-factor authentication steps if needed, to be taken directly to the conversation.