triConvey V9.0 Release Notes - triSearch

triConvey V9.0 Release Notes

Updates to EDR coming in April. triConvey update V8.11 & V 8.12

  • Version 9.0 includes a host of exciting upgrades to the triConvey Desktop App and triConvey Companion Site Web App.


Desktop App updates

  • Create a Purchase matter in one click from the NSW Contract of Sale
    If you have the triSearch integration enabled, you can now upload a NSW Contract of Sale from your computer to create a new matter.  Upon uploading the Contract and selecting Create, triConvey will automatically populate the matter details from the Contract document.


Companion Site Web App updates

  • Hard and Soft Cost Types for Expenses
    When creating expenses, firms will now be able to specify whether the expense is a hard or a soft cost. Hard and Soft cost types can be mapped to different accounts when sent across to Xero and MYOB.


Bug Fixes:

  • Fixed an issue where the ‘Checkboxes cannot be applied here’ error message would appear when trying to modify property details on certain precedents.


How to update:

Updating your software can be completed in just a few clicks. 

  1. Close all Microsoft applications, open triConvey and navigate to ‘File’ and click ‘Apply Updates’.
  2. NOTE: If Microsoft applications are detected, you’ll be prompted to close them. Simply, follow the prompts and select ‘Retry’. 
  3. triConvey will automatically launch the latest version when the application is next opened.


If you have any questions, please email us at

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