Frequently Asked Questions
Here are some of the commonly asked question about triSearch and our solutions. If you don’t find what you’re looking, please get in touch and we would be delighted to answer any of your questions.
Common Questions
General questions about the triSearch, triConvey and our other suite of solutions.
What does triSearch do?
triSearch is an award-winning, all-in-one solution for conveyancers. Operating nationally, we provide conveyancers with software to manage their practice, a Search platform for their due diligence and a range of electronic conveyancing tools.
By using triSearch, conveyancers can complete their matters end-to-end through one, integrated system. To complement the leading technology, we have a dedicated support team to handle all enquiries.
Is the triConvey practice management software free?
Yes! The triConvey software is available for $0 when you exclusively conduct your searches through the triSearch integration.
How is triSearch able to offer software for $0?
By bringing Software & search under one roof, triSearch is able to offer triConvey at $0 when conveyancers conduct their searches through the integrated search platform. As a conveyancer, you benefit from a powerful practice management system and we benefit from the loyalty of your searches.
Can I access eConveyancing tools through triConvey?
Yes. Through the integration with triSearch, you have access to triVOI, eCOS, triSign and triSettle when you use triConvey. All information is mapped into the tools from your matter and mapped back into triConvey once complete.
When did triSearch start?
triSearch started in 2018 as an affordable platform for lawyers and conveyancers to conduct their due diligence.
The company has evolved since then to offer a practice management software, triConvey, as well as all the tools required to complete matters end-to-end.
It’s the triSearch promise to continue innovating and improving our solutions to ultimately improve the way conveyancers and lawyers run their practice and matters.
Is Billing & Trust Accounting included in triConvey?
Yes, Billing & Trust Accounting is included with triConvey at no extra cost, along with all the other features advertised.
What are the benefits of a cloud-based software?
triConveys hybrid cloud-based system with live data syncing allows for unlimited cloud storage while still allowing local computer access. This is especially beneficial if you need to obtain important data without an internet connection, which is great if you’re on the go, travelling or working regionally with bad internet connections.
Your data is also far safer with a reputable cloud provider than on a server in your office. This is extremely important when taking into consideration the escalation of cybercrime.
How do I access eCOS through triConvey?
Electronic Contracts of Sale are available in triConvey through the triSearch platform. By accessing the Search Integration, you can order your Title Search and follow the workflow where you will be prompted to order your eCOS. Similar to the triSearch website solution, you can import, edit and rearrange your Contract. It can be compiled in two clicks and compressed, ready for emailing to all parties.
Can multiple users work on the same file?
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.
What matter types do you have available?
As triConvey is built for conveyancers, our pre-built matter types are; a Sale Matter and a Purchase matter.
Can I customise the pre-built workflow?
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 your Account Manager.
Will only admin users get a Daily Digest email?
No! All user will receive an email every morning covering all the upcoming tasks and events due that day.
Can I use Firm Insights if i am fixed fee?
Yes! Fixed-fee conveyancers can now see where time is being spent and the true cost of performing the work for each client.
Don’t overwork your staff on matters that simply are not paying off. Counsel your fixed-fee clients and manage their expectations based on real data from Firm Insights. Also, learn from past fixed-fee data to allocate staff to similar matters moving forward. Whether it’s staffing adjustments or actual adjustments to your fixed fees, Firm Insights help navigate this difficult territory.
What is a settlement adjustment calculator?
A Settlement adjustment is a reconciliation of the conveyancing transaction based on the purchase price, deposit paid and relevant adjustments. Adjustments are made as at the date of settlement or the date of possession of the property if by agreement, the purchaser moves in before completion. The triConvey Settlement Adjustment Calculator will automatically calculate these adjustments as you enter them in, and apply them to your matter, saving you the time and hassle of separate settlement adjustment sheets.
Do I need to re-enter information on every screen of the settlement tool?
No, data only has to be entered once in the settlement financials screen and all figures within triConvey will be updated accordingly.
Can I create new task workflows?
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.
Can I create dashboards?
Yes, easily create and customise dashboards so you can information that’s important to you, at a glance.
If you need assistance in creating them, please reach out to your Account Manager.
Does the Settlement Adjustment Calculator cost extra?
No! This tool is included as standard in triConvey, for $0 when you conduct your searches through triSearch.
Does triConvey integrate into Word and other programs?
Yes! triConveys integration with Microsoft Word and PDF, means that firm documents automatically fill in with matter information already saved in the platform.
Does triConvey come with any forms & precedents?
Yes, as part of the onboarding we will set them up for you.
With triConveys legal document automation software capabilities, your current forms will look exactly the way you like them, only smarter. The triSearch team will make sure your forms are inbuilt into the software before you first login.
Is there a limit on how many forms/precedents you can have?
No! triConvey provides unlimited storage, meaning you can add as many as you would like.
Can I message other Conveyancers on the Communicate App?
Yes! Communicate can be used to message internally to other staff or externally to other firms. They just need to have triConvey or Smokeball.
Can I edit my messages after sending them via Communicate?
Yes! In Communicate you have the ability to edit, copy or delete messages.
Can I see another users edits whilst I'm on the same document?
Yes, the Live Data Synchronisation allows multiple users to work seamlessly on the same matter without any delay.
How often is my document automatically saved?
The minute a document is created with our automated document creation software, it’s saved in the cloud. With each edit, it is saved to the Cloud.
Can I access my files offline?
Yes! You can obtain important data whilst being offline. This feature is useful if you’re on the go, travelling or working regionally with bad internet connections.
Can I assign tasks to other staff?
Yes! triConvey users can assign tasks to other members of their teams. When creating a new task, pass along information to your colleagues or simply remind yourself of the important details you and your co-workers need to complete the task.
Can I get reports emailed to me?
Yes, you can schedule reports to be emailed to you, or any user, at anytime, so you have real-time insights delivered to your inbox.
These reports can be sent as a one-off or scheduled to be sent on an ongoing basis i.e. once a week, once a month etc.
triConvey Questions
Questions about triConvey and the many features and functions included.
Billing & Trust Accounting Questions
Questions about the billing, invoicing and trust accounting functions within triConvey.
How do I set up integration with my accounting system (MYOB or Xero)?
We take care of all that for you when you sign up. Our qualified trainers will integrate your systems upon installation and training so you can start using the powerful billing features right away.
How do I do my end of month reconciliation?
Running your end of month reconciliation is a short and simple process in triConvey. Simply open your matter, select on the Billing tab up the top of the page. From there, open the Banking tab to enter your Trust Accounting.
Next, simply select and reconcile each transaction seen on the Trust Accounting page to fulfil your end of month reconciliation obligations.
How do I do a deposit receipt?
Conduct simple trust accounting deposits through the deposit funds button found through triConvey’s Trust Accounting tool. At this same stage you can also transfer funds for your client to use in another matter within triConvey.
How do I provide monthly trust statements to my clients?
Monthly trust statements can be provided to your client via the reporting tab in your Matter card. Simply select Trust Statements under the reports tab, enter your matter details and dates and generate the report. The report will automatically file back into your matter card where you can send it via email to your client. triConvey’s Outlook integration also captures the email to your client and saves it back into the Matter card.
Can I do Trust to office transfers?
Once you have transferred the funds from your Trust Account to the office of your choosing, add the transaction via the ‘Transfer to Office’ button found in the Invoicing tab of your matter billing. This will automatically track into your triConvey Trust Accounting tool to streamline your end of month reconciliation balancing.
How do I do adjustments?
Conducting your adjustments through triConvey’s Trust Accounting is simple. Open your Trust Account in triConvey, create a reconciliation, select adjustments followed by add adjustments. From there, simply add your dates, reason, and amount you want to adjust, including whether it’s a withdrawal or deposit and confirm it. This will automatically map into your triConvey Trust Account for easy end of month reconciliation.
What eConveyancing tools are available through triSearch?
Through triSearch you have access to verification of identity (triVOI), electronic signing (triSign), electronic contracts (eCOS), exchange of documents (Securexchange) and settlement outsourcing (triSettle).
All solutions are seamlessly integrated with triSearch and triConvey and allow you to complete your matters digitally, end-to-end.
Why do I need to conduct Verification of Identity?
As taken from the Australian Registrars National Electronic Conveyancing Council (ARNECC),
“The purpose of carrying out verification of identity is to reduce the risk of identity fraud and the registration of fraudulent land transactions. Verification of identity of Clients and mortgagors is considered to be part of the due diligence required of conveyancing professionals”
How much do eConveyancing tools cost?
All eConveyancing tools through triSearch are competitively priced. For a full price list of all services, you can request a price list via our Contact form.
Where can I accese these tools?
All of the eConveyancing tools can be accessed through the triSearch platform.
Simply set up an account (all accounts are free to open and hold) and pay for the services you use.
The intuitive platform will prompt you at stages to select each tool if you wish to use them. They are also accessible at anytime from the navigation menu.
When you sign up to triConvey, the all-in-one solution, these tools are also included in the Software.
Can I conduct settlements through triSearch myself?
Yes.
triSearch offer a free integration into PEXA. For those wishing to handle settlements themselves, you can access PEXA directly from the triSearch platform, create a workspace and invite attendees. All information from your search results and eCOS are mapped into the workspace to save you re-keying it.
Once you have ordered your contract, you will be prompted with a PEXA button. Click through to create your workspace. Please get in touch if you require assistance.
Alternatively, you can use the triSettle solution to outsource the administrative functions of your settlement while you continue to advise your client.
How do I download a full VOI report?
This report is available for download by clicking a secure link in the triSearch platform and entering a security code which is emailed to you. See the ‘Viewing your results’ section of this guide for the step-by step process.
How does the video recording option work for triVOI?
When your client is uploading their documents, they will be prompted to record themselves saying a code that appears on screen. When you receive the VOI to review, it will include the video and the code that was on screen for you to verify.
How does the live video call work for triVOI?
When you are reviewing the documents submitted by your client, you will be prompted to send them a link to start a video call. You take a screenshot during this call to add to the VOI report as evidence of the call.
Why should I use triSettle?
triSettle is a flexible service that allows you to outsource your individual settlement requirements to a trusted partner. With over 100 years of combined experience, you can hand over your manual or electronic settlements and be confident that you’re saving time and still progressing your matters.
- Save time – Free up your time by handing over your settlement.
- Visibility – Check the status of your settlements at a glance.
- Flexibility – Book in manual or electronic settlements to suit your client.
- Compliance – Agents comply with all requirements to act on your behalf.
Notifications – Be notified in real-time as your settlement progresses. - Experience – The triSettle team have over 100 years combined experience.
Do I need to be registered with PEXA to use triSettle?
No, we are registered with PEXA so that you do not need to be.
Can I conduct settlements through triSearch myself?
Yes.
triSearch offer a free integration into PEXA. For those wishing to handle settlements themselves, you can access PEXA directly from the triSearch platform, create a workspace and invite attendees. All information from your search results and eCOS are mapped into the workspace to save you re-keying it.
Once you have ordered your contract, you will be prompted with a PEXA button. Click through to create your workspace. Please get in touch if you require assistance.
What cyber security measures are undertaken by triSettle?
triSettle use Securexchange (powered by Infotrack) to manage documents and funds in a secure and safe guarded environment. If property related funds are transferred to a verified account in Securexchange, your funds are guaranteed up the value of AUD $500,000. This gives you peace of mind that if there are any security breaches on our our part, we will make sure you get your money back.
Can I use a previous version of the NSW Contract?
The Law Society recommends that you do not use prior editions of the Contract for the Sale and Purchase of Land.
The 2019 Edition addresses the residential off the plan reforms which, amongst other things, change the statutory cooling off notice on page 5 of the Contract for the Sale and Purchase of Land. The residential off the plan reforms are implemented by the Conveyancing (Sale of Land) Amendment Regulation 2019, most provisions of which commence on 1 December 2019, except important transitional provisions regarding cooling off notices, which commence on publication.
Can I import a different contract to triSearch?
Yes, you can import your own contracts into the system but you miss out on the benefits that come with ordering it through triSearch.
These include not having to re-key information and being able to edit fields within the platform.
How do I order an eCOS?
Once you have completed your Title Search in NSW or VIC, you will be taken to a screen to order any Property Certificates. Here you will be able to tick any Contracts you would like to purchase for the matter.
Can I edit a contract once ordered?
Yes, once the contract is ordered matter information will automatically be mapped from your title search. You can review and edit any of these fields without leaving the platform.
What documents can be electronically signed?
Any document can be signed using triSign. Simply upload a word doc or PDF, add in your signer tags and send it off for signing.
Is triSign secure?
A common question people have is “Can my digital signature be forged, misused or copied?” The reality is, wet signatures can easily be forged and tampered with, while electronic signatures have many layers of security and authentication built into them, along with court-admissible proof of transaction.
We utilise the industry expert DocuSign. For more information on the security of digital signatures, visit the DocuSign security page.
How will I know when my client has signed using triSign?
triSign offers real-time notifications when documents have been signed. As soon as your client signs you will be notified via email that the document is ready. Rather than waiting for a client to drop off the document or send it via post, the signed document will be ready instantly.
How do I access triSign?
triSign can be access directly from the triSearch platform. It’s available on the home screen quick links, or by hovering over the Searches menu > triSign.
This will take you to a dashboard where you can see all your outstanding and completed couments, as well upload any new documents for signing.
Can I assign tasks to other staff?
Yes! triConvey users can assign tasks to other members of their teams. When creating a new task, pass along information to your colleagues or simply remind yourself of the important details you and your co-workers need to complete the task.
Can I get reports emailed to me?
Yes, you can schedule reports to be emailed to you, or any user, at anytime, so you have real-time insights delivered to your inbox.
These reports can be sent as a one-off or scheduled to be sent on an ongoing basis i.e. once a week, once a month etc.
Electronic Conveyancing Questions
Questions about the electronic conveyancing solutions available through triSearch.
Searching & Due Diligience Questions
Questions around the triSearch platform and how the platform works.
Does triSearch offer integration?
Yes!
triSearch offer integration into triConvey, our powerful $0 Conveyancing Software. For more information on this all-in-one solution, check out our triConvey page.
How will I be billed for Searches?
You have the option to set up weekly, fortnightly or monthly invoices with triSearch. We also have the option for Direct Debit where a credit card can added. An account with triSearch is free to open and hold.
Can I conduct a one-off search?
No. triSearch can only service businesses with an ongoing need for Searches. If you require a one-off search, please visit www.infotrackgo.com.au
No. Transparency is a big part of our strategy at triSearch. There are no hidden or ongoing fees associated with your account. Simply pay for what you order. All fees and costs are totalled and clearly presented before you order an search, so you know exactly what you’re paying for.
What integrations are available through triConvey?
triConvey seamlessly integrates with the entire suite of triSearch solutions. This includes triVOI, triSign, eCOS, Securexchange and triSettle.
Outside of the triSearch solutions, triConvey integrates with billing software XERO and MYOB, as well as Microsoft Word, Outlook, Adobe and more.
For the full list of integrations available, see our integrations page.
What is Next Generation Integration?
Next Generation Integration is the most advanced connection of Search & Software available in the Conveyancing Market.
It offers a host of features that allow you to conduct Searches, order a VOI and get documents signed, all without leaving the triConvey platform.
Next Generation Integration comes standard with triConvey, at no extra cost.
Is integration at an extra cost?
No, this is included in triConvey’s all-in-one solution. You only pay for the searches you order.
How do I connect triConvey to my billing account?
To get started, all you need to do is switch on the integration in firm settings by authorising triConvey Billing to connect to your MYOB or Xero account. When you sign up, our experienced consultants will set this up for you to ensure it’s connected seamlessly.
Integration Questions
Questions about the integrations available in the triSearch and triConvey solutions.
Support & Training Questions
Questions around the support, training and onboarding available to clients.
Is there free training and support?
Yes.
triSearch, triConvey and all other solutions come with free and unlimited training and support. You will have access to aa dedicated account manager when you sign up as a direct point of contact for queries.
Our Support team is also available during business hours to answer any technical queries.
What are your business hours?
Monday – Friday, 8:30am – 5:30pm AEDT.
Can you onboard multiple staff?
Yes! Whether you’re a sole practitioner or a business with multiple employees, we will make your transition to our software smooth and seamless.
How long does it take for a support specialist to get back to me?
All enquiries through the platform are answered within 10 minutes.
Are there different support teams for Search & Software?
No.
One of the many benefits of triConvey is that all of our support technicians are able to handle both Software and Search queries.
This means there is only ever one support team to contact, regardless of your query.
Can I do Trust to office transfers?
Once you have transferred the funds from your Trust Account to the office of your choosing, add the transaction via the ‘Transfer to Office’ button found in the Invoicing tab of your matter billing. This will automatically track into your triConvey Trust Accounting tool to streamline your end of month reconciliation balancing.
How do I do adjustments?
Conducting your adjustments through triConvey’s Trust Accounting is simple. Open your Trust Account in triConvey, create a reconciliation, select adjustments followed by add adjustments. From there, simply add your dates, reason, and amount you want to adjust, including whether it’s a withdrawal or deposit and confirm it. This will automatically map into your triConvey Trust Account for easy end of month reconciliation.
