Switching to a CRM shouldn’t be overly complicated with a little effort by the firm at the outset. However, some factors may still stand in

There is a common perception that small firms wouldn’t benefit from a CRM but that isn’t the case. While definitions of what a small firm

Data breaches can be avoided with high levels of network security, but it important not to spread information beyond where it is needed in the

The complication arises because attorneys normally have only one Outlook contact record for a couple which is synchronized to one CRM contact, e.g. “John and

Having an “API” is an important feature for a CRM product.  IntelliPad provides an API to both inquire and update IntelliPad database information.  The API

Depending upon the country in which clients and prospects reside, there may be laws and other government regulations about how law firms, or other types

One of the most basic and familiar applications of CRM in law firms, and other professional firms that need to manage contact relationships, is the

With a little work to make Outlook contact information more consistent, the loading of the CRM database will require less effort and time. Administrative assistants can do