Add multiple office locations to triConvey

If your law firm operates in multiple locations, learn how to add them to triConvey and assign matters to specific offices.

Table of Contents

• Add an office location
• Edit or delete an existing office location
• Assign an office location to a matter

Add an office location

1.    Click the gear icon from the top right corner of the Home Dashboard.

2.    On the Firm Details tab, tick Add more than one office location.

3.    Select Add New. 

4.    Enter the details of the branch office.

5.    Select Save & Close.

Edit or delete an existing office location

The Branch Offices section in Firm Details displays a list of all office locations you have added. 

Right-click on a Branch Name to Edit or Delete it.

You can also view deleted branch offices by selecting Show Deleted, which will then display the option to restore it.

Assign an office location to a matter

1.    Open the matter file in the triConvey Desktop App. 

2.    Double-click on the Info line under Matter Details to open the Matter info window.

3.    In the Branch drop-down menu, select the branch office location.

4.    Select OK.