Export triConvey data

Learn how to generate a .csv file of all your matters and clients, or in some cases, your matter documents and files as well.

Table of Contents

• Exporting CSV Files of your Matters and Clients
• Export documents saved in matters

Exporting CSV Files of your Matters and Clients

1.    Select Matters or Contacts from the left menu of the triConvey Home Dashboard.

2.    Select Export from the Action Bar.

3.    Name the .csv file and then select Save to save it to your computer.

Export documents saved in matters

Send a request to our Support Team

The documents will take up to 5 business days to prepare. You will be sent an email with a Link to download the data. This will appear as a folder for each matter, and each folder will contain the documents.