This article lists the LeadPro and MatterFlow intake forms available in triConvey, tailored to your Practice Area and created by the triConvey team. This list is regularly updated as new intake forms are published.
Table of Contents
LeadPro Intake Forms
| Lead Type | States |
| Conveyancing - General | NSW, QLD, SA, VIC |
| Conveyancing - Sale and Purchase | NSW, QLD, SA, VIC |
MatterFlow Intake Forms
| Matter Type | States |
| Conveyancing - Sale | NSW, QLD, SA, VIC |
| Conveyancing - Purchase | NSW, QLD, SA, VIC |
| Leasing | All |
View a list of all intake forms in triConvey
You can access the full list of intake forms from the triConvey Desktop App and the triConvey Companion Site Web App at any time.
1. Select File from the top-left corner and then select Intake Forms.
2. Select the drop-down menu next to the filter to view All forms, Lead forms or Matter forms.
2. Select the drop-down menu next to the filter to view All forms, Lead forms or Matter forms.
Tip: If your firm has created custom lead intake forms, these will also be listed when you only filter for All forms or Lead forms.
1. Select the gear icon from the bottom-left corner and then select Intake Forms.
2. Select the drop-down menu next to the filter to view All forms, Lead forms or Matter forms.
2. Select the drop-down menu next to the filter to view All forms, Lead forms or Matter forms.
Tip: If your firm has created custom lead intake forms, these will also be listed when you only filter for All forms or Lead forms.
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