View all related emails, documents, tasks, events and contacts to a specific matter all in one place.
What is Matter Management?
Using triConvey’s advanced matter management software you can stay organised and productive. In triConvey you have access to all related emails, documents, tasks, events, contacts with your matter, and it’s all viewable in one place.
Every email sent and received is saved in one secure place. No need to drag and drop or save the email in multiple locations. Every email is tagged to the related matter and accessible in the digital file.
In triConvey, multiple users can be working on the same matter at the same time, automatically saving the emails, documents and notes into the file.
Upcoming Tasks Management
With triConvey’s inbuilt workflow, it sets tasks to make sure you complete all the required steps in the conveyancing process. It will notify the correct task, with documents included, to the correct person at the right time. Set tasks against each other within the workflows so that tasks appear only when prescriptive tasks have been completed.
Pre-Built Matter Types
In triConvey there are pre-built matter types for conveyancing, to save you time.
Matter types available are:
- Sale Matter
- Purchase matter
Additionally, you can easily set up your own forms and letters from scratch using our document automation integration with Microsoft Word.
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Benefits of Matter Management
Matter Management FAQs
Yes! In triConvey, multiple users can be working on the same matter at the same time, automatically saving the emails, documents and notes into the file.
Yes, easily create and customise your workflows, so they work for you. Workflows arrange your recurring to-do items into automated sequences of tasks, allowing you to stay organised no matter how much you have on your plate.
If you need assistance in creating them, please reach out to our support team who are happy to assist.
As triConvey is built for conveyancers, our pre-built matter types are; a Sale Matter and a Purchase matter.