The latest upgrades and innovations in conveyancing practice management software, triConvey, will be launching its v8.15 update, and the triConvey Companion Site in November.
triConvey v8.15 Update
The update will include a host of new features and enhancements to digital communication tool, Communicate, matter reference displays, and alphabetical sorting capabilities. See more details below:
As part of V8.15 upgrades, the matter reference display has been added to the time and expenses table in desktop.
Previously, you would only be able to see the Matter details within the table view. With the addition of the Matter Reference, your entries will be clearer at a glance.
Task and activity sorting
With the new update, you’ll have the ability to sort all tasks and activities within dropdowns in alphabetical order.
The alphabetical sorting will allow you to locate the task or activity you are seeking easier, especially if it is not at the top of your dropdown menu or your dropdown menu options are quite lengthy.
A new Communicate message prompt will trigger when changing a matter stage.
This is to enhance the ease at which you can communicate with your clients and to encourage communication at key stages of the matter.
triConvey Companion Site
We’re excited to announce the launch of the triConvey Companion Site, a feature which brings greater access to matter details on the go, from any device.
What is the triConvey Companion Site?
This feature is an extension of your triConvey software that can be accessed from any device, via a web-browser.
Inside the Companion Site is key information relating to your Matters including Events, Tasks, Documents, Memos, Messages, Time and Fees, Disbursements, Invoices, and Transactions.
Accessing the Companion Site
You can launch this feature from your triConvey software via the Billing function. You can then copy this URL, sending it and saving it to any device you intend to access your Matter information from, including Apple Mac devices.
This Companion Site will be automatically rolled out to your account on Wednesday, November 15. This update will only be reflected in the Companion Site, with no functionality changing in your Software.
The interface of the previous Companion Site only included Billing functions. However, this new update now includes all features listed above and are illustrated in the screenshot below.
Benefits of the Companion Site
The new triConvey Companion Site has been built for:
- Convenient access to client and contact information,
- Matter flow efficiency with flexible access,
- Mac-user friendly,
- No installation required, and
- Seamless integration with triConvey.
For more information on triConvey upgrades contact triSearch at firstname.lastname@example.org.