WELCOME TO THE
TRĒ KNOWLEDGE CENTER
How can we help?
How can we help?
Search the Knowledge Center…
TRĒ AI
On this page
How contact and relationship intelligence is sourced into TRE
List Builder
Search
Search Results
Save / Retrieve
Contact Edit
List Manager
Attorney alerts and list review
List Builder contact status filter
Configuration
List upload
Users & roles
User groups
Filters
Categories / Activities
Custom Fields
Integration
Welcome to TRĒ AI! TRĒ AI is a relationship intelligence engine, enabling your firm to capture and enhance contact and relationship intelligence, then put that content to work building lists and executing Campaigns with TRĒ AI’s built-in TRĒmail solution and create and management events with TRĒ AI’s optional TRĒvents events management solution. This document will walk you through TRĒ’s array of features and capabilities.
How contact and relationship intelligence is sourced into TRĒ
Contact and relationship intelligence. Contacts and relationships are loaded into TRĒ three ways:
Email – TRĒ captures email signatures and select metadata (name and email address), then transforms the signature into contacts. TRĒ also captures relationship intelligence between email sender and receiver, enabling the firm to answer the question: “who do we know?” at a company, an industry, or a place. Email signature recognition happens automatically, with contacts and relationship
List upload – your firm’s existing lists may be uploaded into your TRĒ system, additionally, your firm’s known by relationships may be uploaded, along with contact categories and notes.
Manual contact entry – contacts may also be entered manually
List Builder - how to search, filter, merge and bulk-edit contacts and known-by relationships
SEARCH
List Builder is where you will spend much of your time on TRĒ, building and refining lists before you export them into TRĒmail to execute eCampaigns.
TRĒ List Builder
List builder search: List Builder offers basic and advanced search options, with the added ability to refine search results into laser precision lists using List Builder’s filter bar.
Basic search.
TRĒ List Builder searchescan be as simple or sophisticated as you like.TRĒ’s basic search
Search fields include: All (all fields),Contact, Company, Title, Phone, Industry,Location, Domain, Email, Colleague, and Group. Simply select a field to search,enter a search term, and click “SEARCH”
Advanced search.
Add more fields to search by clicking the “Add new search” button. Search fields may be combined by using AND OR NOT operators. Additionally, search fields may be nested,such as in the example below, which creates the search formula INDUSTRY = “Investment banking” AND Location = “San Francisco” OR “New York” OR “Chicago”.
Flter bar.
List builder search results may be further refined into laser precision lists with TRE's filter bar. Filter by Relationship strength, Job title level, Geo radius, Categories, Date of last engagement, Company revenue, Company headcount, Company name, or Industry codes. TRE's geo radius feature enables you to find conctacts within x miles/kilometers of a city or postal code.
Filter bar - detail
Engagement strength: TRĒ AI grows engagement strength automatically based on the quantity and qualityof email traffic,as well as by calendarappointments. Scores may also be set manually, either by adjusting the scores in the contact edit view or when contacts are uploaded in lists. If scores are set manually,they will remain set at that level until adjustedby automated actions. A score of 5 is the highest engagement level.
A score of 0 means no engagement. To filter by job title level, drag the minimum and/or maximum Engagement strength slider bar end points to filter the contact list by engagement strength
Additionally, clicking the Relationship icon in List Builder reveals the colleagues at your firm that know the contact, as well as how well they know the contact.
Job title level:
Job titles in TRĒ AI are automatically classified by threelevels, Low, Mid-level, and Executive.
Geo-radius filter
TRĒ AI contacts are automatically enhanced with longitude/latitude coordinates of where the contacts are located (location of contacts, not company HQ). Search results may be further refined by entering a location, such as a city or postal code, then entering a radius. Results can be viewed as a list in List Builder, or they may be viewed on a map.
Categories filter
Custom categories may be easily createdin TRĒ AI, then assignedto either companies, contacts, or both. Categories may also be surfaced in the filter bar if desired. Categories may included or excluded from the results in order to create high precision lists. Categories associated with eMarketing functions, such as Bounces and Unsubscribes are included in all TRĒ AI category sectionsand are automatically populated by TRĒMail,Vuture, or Concep.
Company revenue and headcount filters:
TRĒ AI automatically enhances contacts with the revenue and headcounts associated with the companies at which the contacts work. Either enter the values that bookend the revenue or headcount range you wish to filter the results to, or use the slider end points to select a range.
Industry code filters
TRĒ AI automatically assigns 6-digit NAICS industry codes to the companies where contacts work. Search results may be filtered by one or more industry codes. Code may either be searched by keyword or NAICS code number, or they may be browsed. Codes may be included or excluded from filtered results to create high-precision results.
Company filters
TRĒ AI automatically contacts to the companies where they work. Search results may be filtered by one or more industry codes. Company names may either be searched by keyword or they may be browsed. Companies may be included or excluded from filtered results to create high-precision results.
How to bulk edit contacts in list builder
Once you have crafted the search results you want, you can bulk edit the entire list, if you like. Bulk edits can include categories, custom fields, and known-by colleagues
Clicking the Edit button will present the three possibleedit categories, categories, custom fields, and known-by colleagues. In this example, clicking the Categories drop down menu offers a searchable/browseable list of categories that the list of selected contacts may be associated with.
Merge contacts from List Builder. In most cases, TRĒ AI automatically detects and merges duplicate contacts. However, if TRĒ AI misses a duplicate, you can easily merge contacts yourself. After retrieving the duplicates you wish to merge, clickthe Merge/Edit icon and select “Merge.”
TRĒ AI will prompt you to ask which of the two contactsis the “Primary,” meaning which is the most current version to use for communications. After selecting, click the “Merge contacts” button.
LIST BUILDER - RESULTS
Contacts sourcedinto TRĒ AI from eitheremail or uploadedlegacy lists are automatically
enhanced with:
Known-by relationships – which professionals know each contact,and how well they know
them
LinkedIn links
Company revenue
Company headcount
Company industrycode(s)
Longitude and latitude coordinates of each contact,used for geo-radius location
Copyright 2026 TRĒ AI, Inc. All rights reserved.
“TRĒ”, “TRĒ Effect”, “TRĒ AI”, and the TRĒ tree logos are trademarks of TRĒ AI, Inc.
Copyright 2026 TRĒ AI, Inc. All rights reserved.
“TRĒ”, “TRĒ Effect”, “TRĒ AI”, and the TRĒ tree logos are trademarks of TRĒ AI, Inc.
Copyright 2026 TRĒ AI, Inc. All rights reserved.
“TRĒ”, “TRĒ Effect”, “TRĒ AI”, and the TRĒ tree logos are trademarks of TRĒ AI, Inc.
WELCOME TO THE
TRĒ KNOWLEDGE CENTER
How can we help?
Search the Knowledge Center…
On this page
How contact and relationship intelligence is sourced into TRE
List Builder
Search
Search Results
Save / Retrieve
Contact Edit
List Manager
Attorney alerts and list review
List Builder contact status filter
Configuration
List upload
Users & roles
User groups
Filters
Categories / Activities
Custom Fields
Integration
Welcome to TRĒ AI! TRĒ AI is a relationship intelligence engine, enabling your firm to capture and enhance contact and relationship intelligence, then put that content to work building lists and executing Campaigns with TRĒ AI’s built-in TRĒmail solution and create and management events with TRĒ AI’s optional TRĒvents events management solution. This document will walk you through TRĒ’s array of features and capabilities.
How contact and relationship intelligence is sourced into TRĒ
Contact and relationship intelligence. Contacts and relationships are loaded into TRĒ three ways:
Email – TRĒ captures email signatures and select metadata (name and email address), then transforms the signature into contacts. TRĒ also captures relationship intelligence between email sender and receiver, enabling the firm to answer the question: “who do we know?” at a company, an industry, or a place. Email signature recognition happens automatically, with contacts and relationship
List upload – your firm’s existing lists may be uploaded into your TRĒ system, additionally, your firm’s known by relationships may be uploaded, along with contact categories and notes.
Manual contact entry – contacts may also be entered manually
List Builder - how to search, filter, merge and bulk-edit contacts and known-by relationships
SEARCH
List Builder is where you will spend much of your time on TRĒ, building and refining lists before you export them into TRĒmail to execute eCampaigns.
TRĒ List Builder
List builder search: List Builder offers basic and advanced search options, with the added ability to refine search results into laser precision lists using List Builder’s filter bar.
Basic search.
TRĒ List Builder searchescan be as simple or sophisticated as you like.TRĒ’s basic search
Search fields include: All (all fields),Contact, Company, Title, Phone, Industry,Location, Domain, Email, Colleague, and Group. Simply select a field to search,enter a search term, and click “SEARCH”
Advanced search.
Add more fields to search by clicking the “Add new search” button. Search fields may be combined by using AND OR NOT operators. Additionally, search fields may be nested,such as in the example below, which creates the search formula INDUSTRY = “Investment banking” AND Location = “San Francisco” OR “New York” OR “Chicago”.
Flter bar.
List builder search results may be further refined into laser precision lists with TRE's filter bar. Filter by Relationship strength, Job title level, Geo radius, Categories, Date of last engagement, Company revenue, Company headcount, Company name, or Industry codes. TRE's geo radius feature enables you to find conctacts within x miles/kilometers of a city or postal code.
Filter bar - detail
Engagement strength: TRĒ AI grows engagement strength automatically based on the quantity and qualityof email traffic,as well as by calendarappointments. Scores may also be set manually, either by adjusting the scores in the contact edit view or when contacts are uploaded in lists. If scores are set manually,they will remain set at that level until adjustedby automated actions. A score of 5 is the highest engagement level.
A score of 0 means no engagement. To filter by job title level, drag the minimum and/or maximum Engagement strength slider bar end points to filter the contact list by engagement strength
Additionally, clicking the Relationship icon in List Builder reveals the colleagues at your firm that know the contact, as well as how well they know the contact.
Job title level:
Job titles in TRĒ AI are automatically classified by threelevels, Low, Mid-level, and Executive.
Geo-radius filter
TRĒ AI contacts are automatically enhanced with longitude/latitude coordinates of where the contacts are located (location of contacts, not company HQ). Search results may be further refined by entering a location, such as a city or postal code, then entering a radius. Results can be viewed as a list in List Builder, or they may be viewed on a map.
Categories filter
Custom categories may be easily createdin TRĒ AI, then assignedto either companies, contacts, or both. Categories may also be surfaced in the filter bar if desired. Categories may included or excluded from the results in order to create high precision lists. Categories associated with eMarketing functions, such as Bounces and Unsubscribes are included in all TRĒ AI category sectionsand are automatically populated by TRĒMail,Vuture, or Concep.
Company revenue and headcount filters:
TRĒ AI automatically enhances contacts with the revenue and headcounts associated with the companies at which the contacts work. Either enter the values that bookend the revenue or headcount range you wish to filter the results to, or use the slider end points to select a range.
Industry code filters
TRĒ AI automatically assigns 6-digit NAICS industry codes to the companies where contacts work. Search results may be filtered by one or more industry codes. Code may either be searched by keyword or NAICS code number, or they may be browsed. Codes may be included or excluded from filtered results to create high-precision results.
Company filters
TRĒ AI automatically contacts to the companies where they work. Search results may be filtered by one or more industry codes. Company names may either be searched by keyword or they may be browsed. Companies may be included or excluded from filtered results to create high-precision results.
How to bulk edit contacts in list builder
Once you have crafted the search results you want, you can bulk edit the entire list, if you like. Bulk edits can include categories, custom fields, and known-by colleagues
Clicking the Edit button will present the three possibleedit categories, categories, custom fields, and known-by colleagues. In this example, clicking the Categories drop down menu offers a searchable/browseable list of categories that the list of selected contacts may be associated with.
Merge contacts from List Builder. In most cases, TRĒ AI automatically detects and merges duplicate contacts. However, if TRĒ AI misses a duplicate, you can easily merge contacts yourself. After retrieving the duplicates you wish to merge, clickthe Merge/Edit icon and select “Merge.”
TRĒ AI will prompt you to ask which of the two contactsis the “Primary,” meaning which is the most current version to use for communications. After selecting, click the “Merge contacts” button.
LIST BUILDER - RESULTS
Contacts sourcedinto TRĒ AI from eitheremail or uploadedlegacy lists are automatically
enhanced with:
Known-by relationships – which professionals know each contact,and how well they know
them
LinkedIn links
Company revenue
Company headcount
Company industrycode(s)
Longitude and latitude coordinates of each contact,used for geo-radius location
TRĒ AI
TRĒ AI
On this page
How contact and relationship intelligence is sourced into TRE
List Builder
Search
Search Results
Save / Retrieve
Contact Edit
List Manager
Attorney alerts and list review
List Builder contact status filter
Configuration
List upload
Users & roles
User groups
Filters
Categories / Activities
Custom Fields
Integration
Welcome to TRĒ AI! TRĒ AI is a relationship intelligence engine, enabling your firm to capture and enhance contact and relationship intelligence, then put that content to work building lists and executing Campaigns with TRĒ AI’s built-in TRĒmail solution and create and management events with TRĒ AI’s optional TRĒvents events management solution. This document will walk you through TRĒ’s array of features and capabilities.
How contact and relationship intelligence is sourced into TRĒ
Contact and relationship intelligence. Contacts and relationships are loaded into TRĒ three ways:
Email – TRĒ captures email signatures and select metadata (name and email address), then transforms the signature into contacts. TRĒ also captures relationship intelligence between email sender and receiver, enabling the firm to answer the question: “who do we know?” at a company, an industry, or a place. Email signature recognition happens automatically, with contacts and relationship
List upload – your firm’s existing lists may be uploaded into your TRĒ system, additionally, your firm’s known by relationships may be uploaded, along with contact categories and notes.
Manual contact entry – contacts may also be entered manually
List Builder - how to search, filter, merge and bulk-edit contacts and known-by relationships
SEARCH
List Builder is where you will spend much of your time on TRĒ, building and refining lists before you export them into TRĒmail to execute eCampaigns.
TRĒ List Builder
List builder search: List Builder offers basic and advanced search options, with the added ability to refine search results into laser precision lists using List Builder’s filter bar.
Basic search.
TRĒ List Builder searchescan be as simple or sophisticated as you like.TRĒ’s basic search
Search fields include: All (all fields),Contact, Company, Title, Phone, Industry,Location, Domain, Email, Colleague, and Group. Simply select a field to search,enter a search term, and click “SEARCH”
Advanced search.
Add more fields to search by clicking the “Add new search” button. Search fields may be combined by using AND OR NOT operators. Additionally, search fields may be nested,such as in the example below, which creates the search formula INDUSTRY = “Investment banking” AND Location = “San Francisco” OR “New York” OR “Chicago”.
Flter bar.
List builder search results may be further refined into laser precision lists with TRE's filter bar. Filter by Relationship strength, Job title level, Geo radius, Categories, Date of last engagement, Company revenue, Company headcount, Company name, or Industry codes. TRE's geo radius feature enables you to find conctacts within x miles/kilometers of a city or postal code.
Filter bar - detail
Engagement strength: TRĒ AI grows engagement strength automatically based on the quantity and qualityof email traffic,as well as by calendarappointments. Scores may also be set manually, either by adjusting the scores in the contact edit view or when contacts are uploaded in lists. If scores are set manually,they will remain set at that level until adjustedby automated actions. A score of 5 is the highest engagement level.
A score of 0 means no engagement. To filter by job title level, drag the minimum and/or maximum Engagement strength slider bar end points to filter the contact list by engagement strength
Additionally, clicking the Relationship icon in List Builder reveals the colleagues at your firm that know the contact, as well as how well they know the contact.
Job title level:
Job titles in TRĒ AI are automatically classified by threelevels, Low, Mid-level, and Executive.
Geo-radius filter
TRĒ AI contacts are automatically enhanced with longitude/latitude coordinates of where the contacts are located (location of contacts, not company HQ). Search results may be further refined by entering a location, such as a city or postal code, then entering a radius. Results can be viewed as a list in List Builder, or they may be viewed on a map.
Categories filter
Custom categories may be easily createdin TRĒ AI, then assignedto either companies, contacts, or both. Categories may also be surfaced in the filter bar if desired. Categories may included or excluded from the results in order to create high precision lists. Categories associated with eMarketing functions, such as Bounces and Unsubscribes are included in all TRĒ AI category sectionsand are automatically populated by TRĒMail,Vuture, or Concep.
Company revenue and headcount filters:
TRĒ AI automatically enhances contacts with the revenue and headcounts associated with the companies at which the contacts work. Either enter the values that bookend the revenue or headcount range you wish to filter the results to, or use the slider end points to select a range.
Industry code filters
TRĒ AI automatically assigns 6-digit NAICS industry codes to the companies where contacts work. Search results may be filtered by one or more industry codes. Code may either be searched by keyword or NAICS code number, or they may be browsed. Codes may be included or excluded from filtered results to create high-precision results.
Company filters
TRĒ AI automatically contacts to the companies where they work. Search results may be filtered by one or more industry codes. Company names may either be searched by keyword or they may be browsed. Companies may be included or excluded from filtered results to create high-precision results.
How to bulk edit contacts in list builder
Once you have crafted the search results you want, you can bulk edit the entire list, if you like. Bulk edits can include categories, custom fields, and known-by colleagues
Clicking the Edit button will present the three possibleedit categories, categories, custom fields, and known-by colleagues. In this example, clicking the Categories drop down menu offers a searchable/browseable list of categories that the list of selected contacts may be associated with.
Merge contacts from List Builder. In most cases, TRĒ AI automatically detects and merges duplicate contacts. However, if TRĒ AI misses a duplicate, you can easily merge contacts yourself. After retrieving the duplicates you wish to merge, clickthe Merge/Edit icon and select “Merge.”
TRĒ AI will prompt you to ask which of the two contactsis the “Primary,” meaning which is the most current version to use for communications. After selecting, click the “Merge contacts” button.
LIST BUILDER - RESULTS
Contacts sourcedinto TRĒ AI from eitheremail or uploadedlegacy lists are automatically
enhanced with:
Known-by relationships – which professionals know each contact,and how well they know
them
LinkedIn links
Company revenue
Company headcount
Company industrycode(s)
Longitude and latitude coordinates of each contact,used for geo-radius location