For Canadian Law Firms, it is important to carefully manage email consent as it relates to the expiration of Implied Consent. With emails designed by the firm and automatically sent within an optional number days before the Implied Consent expiration, contacts should be given an opportunity to continue receiving alerts and publications. Lawyers should have visibility of recent and upcoming expirations related to their contacts. IntelliPad has been enhanced to accommodate each of these requirements.
With IntelliPad, the Email Consent status can be set to Unknown, Implied, Express, or Withdrawn. For the Canadian Anti-Spam Law, Implied Consent expires two years after the last invoice for any of the client relationships for a contact. And, if a stricter email policy is desired, the email consent status of “Implied” can be removed.
IntelliPad also offers options to control which mailing methods are allowed based on the Email Consent status or to further comply with contact requests. For example, some contacts may only want to receive letters, others may only want to receive emails. Email Consent information is visible and editable in Outlook as well as the web interface and changes are fully audited. On the extra Outlook IntelliPad tab for a contact, Accounting Client Relationships can be added and displayed as shown below.