RingCentral Integration

RingCentral is a VoIP (Voice over IP) phone provider that enables users to manage their inbound and outbound phone calls from their computer.

If you have RingCentral setup for your firm, you can now integrate it with triConvey so we can automatically track the time spent on calls to your matters.

Visit RingCentral for more information.

Table of Contents

• Authorising RingCentral
• Call from triConvey
• Automatic tracking of phone calls
• Rules and Behaviour

Authorising RingCentral

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Integrations and then select the RingCentral tab.

3.    Click Authorise and then follow the log in instructions.

Tip:  Each user must have the RingCentral Phone application installed and logged in for the integration to work.  Map all your users to their RingCentral extension.

4.    Enter your minimum call preference (we will only track calls for this duration and longer).

Call from triConvey

By clicking on any contact's phone number within triConvey it will automatically connect the call in RingCentral.

Tip:  This can be done from the Matter widget, contact card or contact tab.

Automatic tracking of phone calls

For any call that is made or received via the RingCentral Phone app, a task will be created in triConvey with the call time automatically recorded.

Rules and Behaviour

• If the number calling in is entered on a contact card in triConvey and that contact is on a matter, the task will be entered onto that matter.
• If a contact calls in that is assigned to multiple matters, the task will be logged under the most recently created matter.
• If the contact number is not recognised, it will be created as a task but not assigned to a matter.
• You can access today's tasks to assign it manually to a matter (and note the phone number on the contact so it links automatically next time).