For Attorneys & Administrative Assistants
Manage Mailings for My Contacts
Working with IntelliPad’s ContactLink feature
Attorney-efficient marketing event and mailing list management
FAQ for this page
Yes. The IntelliPad CRM provides a browser-based view, opened from within Outlook, where attorneys can select any firm mailing list. The result is a list of all their contacts. One click links a contact to the mailing list. Optional link features include: Selection of a firm-defined category, entry of comments, and entry of an override salutation. The Holiday Card mailing list might have a “Sign Card” check box, used by Marketing to route paper cards to attorneys for signature, or to add signer attorney names to emailed cards. When adding a new contact in Outlook, attorneys can link the person to any mailing list right on the IntelliPad Marketing page; the same optional link features are available there.
IntelliPad’s browser-based view, opened from Outlook, provides a convenience feature where attorneys can select multiple mailing lists and events, and link their contacts to all of them with one click.