For Attorneys & Administrative Assistants
Control of Changes Made by Others
Using IntelliPad’s Primary User Feature
Optional primary attorney control of changes to contacts
FAQ for this page
Yes. IntelliPad allows designation of the attorney who originated a contact as “primary”. An optional feature, “primary user review,” requires the primary to approve any changes made by other attorneys who share the contact. When an attorney submits a change, IntelliPad sends an email to the contact’s primary, showing the proposed change and the submitter’s name and date. The primary must approve the change before it can be accepted in the central database. The primary can reject the change, if applicable.
A time limit can be established, so that if the primary does not respond within a day, or 3 days, or other period, the change will be accepted in the usual firm procedure. However, each attorney can have a designated “notify” person, i.e. their assistant, who can approve changes if the attorney is on vacation, maternity leave, or business trip.
As explained in the first question/answer above, each contact can have a “primary attorney,” usually the one who originated the contact. If another linked attorney submits a change, IntelliPad sends an email to the contact’s primary showing the change details, and the primary can either accept or reject the change as applicable.