triConvey
Law
Integrations
/
triConvey
Coming soon

Calling built for triConvey

Sync contacts and save call tasks, SMS, and voicemails to triConvey.

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Record, transcribe, and summarize every call

VXT records, transcribes, and summarizes every call, then saves it as a matter task in triConvey. AI prompts are customizable so notes match your documentation style.

Suggested matters, on every device

VXT suggests the right matter to save each call to — on both mobile and desktop. Less hunting through your matter list, more time on the work.

"One time, a client insisted I had given them advice that I knew I hadn’t. I pulled up the transcript and proved exactly what was said. That single instance saved me from a major liability claim and thousands of dollars."

Stuart Ruddell

JBM & Associates

Always know who's calling

VXT syncs contacts with triConvey so you always know who's calling. Greet every call personally and pick up where you left off.

Details

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Integration tags:
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Integration features:
Contact syncing
Call notes
Call notes (mobile)
Saves voicemail
Saves SMS
Default matters
Default matters (mobile)
Meeting Notes
Matter tasks
Suggested matters
Entity creation
Suggested matters (mobile)
Update notes

triConvey is an all-in-one conveyancing platform for Australian conveyancers by triSearch.

Our triConvey integration includes:

  • Automated matter tasks for every call
  • Call recording, transcription, and AI summaries
  • SMS and voicemail saved to triConvey
  • Create new contacts in triConvey from VXT
  • Contact syncing with caller ID
  • Suggested matters on both mobile and desktop
  • Set and switch between default matters as you work
  • Available on mobile and desktop

Simplify your workflow today

VXT integrates into your workflow. Making life simpler for you, and your clients.