The Productivity Pack
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What is The Productivity Pack?
The Productivity Pack is a bundled set of features in triConvey designed to enhance the efficiency and performance of conveyancers.
The pack includes Intake forms for Leads and Matters. These forms are custom-built to capture details from new or existing clients, syncing all the data directly into your Matters.
The Productivity Pack is available to all triConvey users and will be continuously updated with the latest features & innovations.
Inclusions
Intake Forms
Easily collect your lead or matter information through digital forms and simplify your intake process, saving you data entry time and minimizing errors
More coming soon…
As new innovations and productivity tools are released, they will become available inside the pack to all triConvey users.
Intake Forms
The Intake forms are designed to create ease and simplicity for new client data and matter population.
Using either the LeadPro or MatterFlow functions, users can send digital intake forms to collect client data and have it automatically populate within your triConvey matter.
The Productivity Pack is Designed for Your Entire Firm
The Productivity Pack is designed for your entire firm, ensuring everyone in the team benefits from its powerful features. The per matter fee applies to every matter opened across your firm. Please see our pricing page for fees.
If one person chooses to opt-out, it will apply to the whole firm.
Frequently Asked Questions
The Productivity Pack is a bundled set of features in triConvey designed to enhance the efficiency and performance of conveyancers. Currently, the Pack offers custom-built Intake Forms for Leads and Matters, which automatically sync all the data into your matters, streamlining your workflow.
The Productivity Pack is aimed at conveyancers in Australia, particularly those on the East Coast (NSW, QLD, VIC). It’s designed to help you manage your matters more efficiently.
The Productivity Pack cost $10 per matter. The fee is charged when a matter is opened, regardless of whether you use the Productivity Pack features for that specific matter. You have the option to disburse this cost to your client.
The Productivity Pack is designed to be firm-wide. This means that the $10 per matter fee would apply to every matter opened by anyone in your firm. If someone in the firm opts-out, then the entire firm will be opted out. We advise ensuring approval has been sought before opting out.
If you have any questions or need assistance, feel free to reach out to us. We’re here to help you make the most of the Productivity Pack.
At triSearch, we’re passionate about responsible and safe AI. Rest easy, knowing that your firm’s and your client’s data are safe and secure. All triSearch AI features, including Archie and Intake Forms, operate in a secure ring-fenced environment. Your data is never shared outside of triSearch or used to train AI models. It is built on the Amazon Web (AWS) platform, which is one of the largest and most successful cloud platform providers in the world. AWS makes services security its top priority.
See the Productivity Pack
Book a live demo and find out what your firm can achieve with the Productivity Packs AI tools.