Using IntelliPad to Gain Valuable Insights
To improve the consistency of follow-up with clients and other contacts, IntelliPad provides an “Activity Log” in Outlook for each contact. The user-defined Activity Types are setup with the desired “Recurrence” such as weekly, monthly, quarterly, and third Tuesday of the month.
Each Activity Log entry added for a contact in Outlook has a date, time, and comment. IntelliPad automatically produces notification emails to participating attorneys which provide them with follow-ups not yet completed and upcoming follow-up activities. The firm can set the frequency and content of these emails, for example: once a week on Monday containing all open activities for the coming week.
Attorneys can share individual follow-up activities with all other attorneys, selected attorneys, or just with the Marketing department.