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triConvey Integration

When you use triConvey, you have access to seamless integration with Search, eConveyancing tools, billing & invoicing programs, and more. All designed to make triConvey an end-to-end solution.

Integration advantages

By choosing a provider with key integrations, your conveyancing workflow becomes much smoother. Integration feeds information from your Matters into your searches, VOI and much more, in real time.

Integration can drive efficiency and productivity into your firm.

Integrations available in triConvey

Below are the systems and programs that integrate with triConvey.

Microsoft Outlook

Send & receive emails directly from triConvey. Any emails and attachments recieved in outlook will automatically be saved into the relevant matter.

Microsoft Word

Automatically generate Forms and Precedents in Word with pre-populated information from your Matter. Make live edits that are reflected in your Matter.

Adobe

Create documents in seconds with your own letterheads. Edit any fields and send this to clients for electronic signing.

triSearch solutions

Next Gen integration with triVOI means you can verify your clients identity even easier with pre-populated client information.

Next Gen Integration with triSettle means you can hand over your settlement to one of our agents and be updated at key stages throughout.

Xero

When an invoice is paid in triConvey, it will automatically update in your Xero connected account, along with a ‘Journal entry’ on the transaction.

MYOB

When an invoice is paid in triConvey, it will automatically update in your MYOB connected account, along with a ‘Journal entry’ on the transaction.

PEXA

One-click integration with PEXA through our next-gen integration means you can create pre-populated workspaces and invite attendees.

Securexchange

Securexchange allows you to safely share account details, obtain account details, access sensitive documents and electronically sign documents.

Benefits of an integrated software

Some of the many benefits of choosing a provider with integration.

Intelligent Workflows

Transform your conveyancing process into one seamless workflow.

No Re-keying Data

Enter data once and the software will intuitively auto-full it in the right place for future documents.

Auto-filed Docs

All emails and searches are automatically saved into the matter for easy access by all staff.

Importance of Integration

Save time and remove the clerical errors that stem from re-keying information. Enter your clients details once and have it filter through to all parts of your Matter including VOI, Precedents, Searches, Contracts, Invoicing, your ELNO workspace and more.

With triConvey you can complete your entire matter without leaving the software.