Productivity pack
Intake Solutions
Intake solutions are customisable digital forms that allow conveyancers to convert more leads into clients and to onboard those clients faster. Intake solutions are available to all triConvey users that are subscribed to the productivity pack.
MatterFlow
MatterFlow is a practice-area specific matter intake solution designed to streamline the process of handling new matters while eliminating unnecessary administrative tasks. By swiftly gathering all client information and automatically syncing it to the corresponding matter in triConvey, MatterFlow accelerates your workflow.
Obtain all necessary client details quickly, reducing delays in matter initiation.
Seamless integration with triConvey: automatically sync client information to the appropriate matter within triConvey, ensuring accuracy and efficiency.
Customisable intake forms: Tailor intake forms to gather specific information relevant to your practice area, enhancing precision and relevance.
Automated workflows: Streamline your intake process by automating repetitive tasks, freeing up time for more valuable endeavors.
With MatterFlow, expedite your matter intake process and devote more time to serving your clients effectively.
LeadPro
LeadPro simplifies your client intake process, allowing you to focus on converting prospects into satisfied clients.
Benefits of Intake Forms
Branded & customisable
Intake forms that you can brand, customize, and embed on your website, email or even online ads.
Reduce admin & errors
Pre-automated forms that are integrated with your triConvey, populating matters & workflows in realtime.
Client experience
Create a great first interaction or ongoing client experience by sending clients digital Intake forms.
We’re able to work on our processes and systems with triConvey to ensure we all have a good work/life balance while improving our workflows.
Priority Legal Services
Chantel Priddey, Office Manager & Senior Property Paralegal
