Triconvey docs
Everything you need to set up your firm, connect external services, and run a conveyance file end-to-end.
Getting started
Sign up, set up your firm, invite teammates.
Roles & permissions
Built-in roles, custom roles, and Model B permission overrides.
Templates
Document, mortgage, and order-to-pay presets.
Library
Preset sets of fee, disbursement, and adjustment items by file type.
Basics
Upload a template, configure delimiters, and generate your first document.
Delimiter settings
Global vs. per-template delimiter formats and how to rescan after changes.
Field & section mappings
Map placeholders to file-matter data, loop over parties, and conditionally show content.
Value source types
Field, multiple fields, joined list, default value, ask when generating, and expression — how each source type works.
Transformations and styling
Format output with currency, date, and phone transforms, and apply bold, italic, or colour in Word.
Global field mappings
Map common placeholders once and have every new template pick them up automatically.
Packages of documents
Group templates into a package that generates together: its own tab, its documents and their order, and where it shows.
Testing a template
Run all mappings against a real file matter to preview resolved values before generating a document.
Generating documents
Generate a package from a file matter: check what each document will say, choose separate files or one merged document, and track revisions.
Data reference
Every value, list and loop a mapping or an expression can name, with the fields each one carries.
Common template mappings
Reference field and section mappings for Account, Trust Reconciliation, Statements of Adjustments, and Statutory Declaration templates.
Overview
All available integrations.
LTSA
Land Title and Survey Authority — Web Filing + LOTR.
Clio Manage
Export fees, disbursements, and adjustments to a matter.
Claude
Ask an AI assistant about your files, in plain English.