For Attorneys & Administrative Assistants
Immediate Answers in Outlook
Using IntelliPad to Gain Valuable Insights
How does the CRM help attorneys find answers, in Outlook, about their contacts?
FAQ for this page
The IntelliPad Marketing page in Outlook optionally includes the “Users Sharing this Contact” section, which displays the names of all attorneys who have shared the contact from their Outlook folders. Optional information for each attorney is the “Strength” of relationship (user-defined codes) and the “Is Primary” designation (Yes or No) if this feature is used. The Relationship Strength, if used, can be selected by contact in the Outlook Basic Marketing section, or for all the attorney’s shared contacts in the ContactLink browser view’s Relationships function.
In ContactLink which is opened from Outlook, attorneys can also see all of their shared contacts and set the Relationship Strength for each one.
In Outlook on a contact's Marketing tab as shown below, just add a check mark for the desired mailing. There is also a browser list view showing all of your contacts with check boxes for a selected event or mailing. And, for convenience, attorneys can choose to edit multiple events concurrently for their list of contacts. Or, the marketing staff can send emails with clickable links to attorneys requesting them to update their own contacts for one or more events or mailings.
To improve the consistency of follow-up with clients and other contacts, IntelliPad provides an “Business Development Activities” in Outlook for each contact. The user-defined Activity Types are defined with the desired “Recurrence” such as weekly, monthly, quarterly, third Tuesday of the month, or any other frequency.
Each Activity entry added for a contact in Outlook has a date, time, and comment. IntelliPad automatically produces notification emails to participating attorneys which list their follow-ups not yet completed as well as their 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.