triConvey

triConvey is a conveyancing solution offered by triSearch Services. According to the vendor, it integrates software, search, and eConveyancing tools into one platform. The product caters to companies of all sizes, from small boutique law firms to large conveyancing practices. Legal professionals, conveyancers, property lawyers, and real estate agencies across various industries can benefit from its features.

Key Features

Matter Management: According to the vendor, users can manage conveyancing matters from one centralized location, providing easy access to related emails, documents, tasks, events, and contacts. It also allows multiple users to collaborate on the same matter simultaneously.

Tasks & Workflows: The vendor claims that the product offers customizable tasks and workflows specific to conveyancing matters. Users can assign tasks to staff members and easily track progress. Automated sequences of tasks are available to ensure consistency and efficiency.

Forms & Precedents: According to the vendor, the product enables users to create automated documents using Microsoft Word or Adobe PDF automation. It provides templates for standardizing forms and precedents, with information from specific matters automatically mapped into the appropriate sections.

Communicate: The vendor states that the product offers a secure file sharing and messaging platform for both internal and external communication. This eliminates the need for multiple email threads and text chains, ensuring all communication is centralized and easily accessible.

Contract Preparation: According to the vendor, users can order searches, certificates, and electronic Contracts of Sale (eCOS) within the software. They can also compile completed Contracts without leaving the platform, streamlining the preparation and signing process.

Reporting & Insights: The vendor claims that the product provides accurate visibility into profitability, even for fixed-fee firms. Users can obtain a visual overview of time spent on specific matters and gain insights into the most profitable clients and practice areas.

Billing & Trust Accounting: According to the vendor, the product offers efficient billing and invoicing for fixed-fee or disbursement-based firms. It integrates with accounting systems like Xero and MYOB, simplifying the process. The product also includes trust accounting capabilities for managing adjustments, reconciliations, and transfers.

Settlement Financial Tools: The vendor states that the product includes an inbuilt adjustment calculator for settlement financial adjustments. It offers advanced calculations for reconciliation and cheque directions, including state-specific adjustments and recalculations.

Integrations: According to the vendor, the product seamlessly integrates with popular tools such as Microsoft Outlook, Word, Adobe, triSearch solutions, Xero, MYOB, PEXA, and Securexchange. It provides intelligent workflows and auto-fill capabilities, eliminating the need for re-keying data and improving efficiency.