Intake forms
Use the Productivity Pack to collect Lead and Matter information, with AI 
Intake Forms and AI
Easily create slick, professional looking online intake forms that feed directly into triConvey. Upload existing forms and let triConvey AI convert it into online forms or let triConvey AI generate a form based on key information. Easily edit with a drag and drop interface.
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.
LeadPro
Part of the Productivity Pack Add-on
Intake Forms is an inclusion of the Productivity Pack and it is designed for your entire firm, ensuring everyone in the team benefits from its powerful features. The per matter fee applies to every matter opened across your firm. Please see our pricing page for fees.
If one person chooses to opt-out, it will apply to the whole firm.
Frequently Asked Questions
The Productivity Pack is a bundled set of features in triConvey designed to enhance the efficiency and performance of conveyancers. It includes Archie, an AI-powered language bot that allows you to ask detailed, matter-specific questions and receive real-time, data-driven responses. Additionally, the Pack offers custom-built Intake Forms for Leads and Matters, which automatically sync all the data into your matters, streamlining your workflow.
Intake Forms are an inclusion of the Productivity Pack, and it’s powered by AI. It allows you to easily create slick, professional looking online intake forms that feed directly into triConvey. It also allows you to upload existing forms and let triConvey AI convert it into online forms or let triConvey AI generate a form based on key information.
The Productivity Pack is aimed at conveyancers in Australia, particularly those on the East Coast (NSW, QLD, VIC). It’s designed to help you manage your matters more efficiently.
Starting from September 2nd, every triConvey user will automatically be enabled with the Productivity Pack for a 30-day free trial. During this time, you can explore all the features at no cost. If you decide the Productivity Pack isn’t for you, you can opt out at any time during the trial or afterward. The free trial ends on September 30th.
After the 30-day free trial, the Productivity Pack will cost $10 per matter. The fee is charged when a matter is opened, regardless of whether you use the Productivity Pack features for that specific matter. You have the option to disburse this cost to your client.
After the 30-day free trial, the Productivity Pack will cost $10 per matter. The fee is charged when a matter is opened, regardless of whether you use the Productivity Pack features for that specific matter. You have the option to disburse this cost to your client.
The Productivity Pack, which includes the new Archie AI and Intake Forms, is designed to be firm-wide. This means that the $10 per matter fee would apply to every matter opened by anyone in your firm. If someone in the firm opts-out, then the entire firm will be opted out. We advise ensuring approval has been sought before opting out.
After listening to our customers’ valuable feedback, we identified that a per-matter fee allows conveyancers to disburse the cost to their client, if they choose.
If you have any questions or need assistance, feel free to reach out to us. We’re here to help you make the most of the Productivity Pack.
At triSearch, we’re passionate about responsible and safe AI. Rest easy, knowing that your firm’s and your client’s data are safe and secure. All triSearch AI features, including Archie and Intake Forms, operate in a secure ring-fenced environment. Your data is never shared outside of triSearch or used to train AI models. It is built on the Amazon Web (AWS) platform, which is one of the largest and most successful cloud platform providers in the world. AWS makes services security its top priority.
When working with Archie, it’s helpful to remember that Archie pulls from all the data and documents within a specific triConvey matter. By asking clear and specific questions, you ensure that Archie can provide you with the most accurate and relevant information. For example, if you were to ask:
“Is there a strata report on the matter that mentions whether an animal can be kept in an apartment?”
Archie will confirm whether an animal can be kept on the property and provide the relevant by-law.
Or, if you ask:
“Are there any outstanding council rates on the land?”
Archie will be able to confirm any outstanding rates and let you know the exact amounts owed.
This way, Archie becomes even more helpful in getting you the information you need.
See the Productivity Pack
Book a live demo and find out what your firm can achieve with the Productivity Packs AI tools; Archie and Intake forms.
