Our Support Team will create a search account for you at the time of registration with triConvey. When you log into triConvey for the first time, your triSearch account will be fully integrated and ready to go.
Learn how to check that your triSearch account has been integrated with triConvey.
Don’t have a triSearch account? Get started here.
1. Select the gear icon from the top-right corner of the triConvey Desktop App.
2. Select Integrations.
3. Successful triSearch integration will have a green tick displayed.
4. Ticking Automatically save completed orders to your matter and/or Automatically create a disbursement for each order is optional, but recommended.
5. Select Save.
Now you can access triSearch features in triConvey. Learn more about using triSearch within a matter.
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