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?

The IntelliPad CRM adds features to Outlook so attorneys can: manage business development opportunities with pipelines, mark contacts for inclusion in mailings and events and see a history of events attended, set recurring business development activities for each contact, and see which other firm attorneys know a contact. Other optional information for contacts includes Practice Area, Referral Source, Additional Companies, and History of Changes.
IntelliPad also provides a powerful communications discovery feature to look at all contacts with graphical trends displayed – and with drill-downs. See this feature in the “For the Marketing Department” section with the following link:  Contact Communications Discovery
For each shared contact, from within Outlook – IntelliPad also provides a graphical discovery and a drill-down to a consolidated view of communication details. See this feature with the following link:  Discover Contact Communications

FAQ for this page

Who else in the firm knows a contact?

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.

Who do we know at a client or prospect company?
CA browser view provides searching by company name; all contacts of the selected company can be displayed along with who in the firm knows each contact as shown below.
How do I add someone for practice area alerts?

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.

How can attorneys improve their business development follow-up?

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.