For Attorneys & Administrative Assistants
Manage Mailings for My Contacts
Working with IntelliPad’s ContactLink feature
Attorney-efficient marketing event and mailing list management
A “Sign” check box and personal “greeting” text are provided for some Mailing Lists such as cards; entry is optional
FAQ for this page
IntelliPad’s browser-based view, opened from Outlook, provides a convenience feature where attorneys can select multiple mailing lists and events, and link contacts to all of them with one click.
The IntelliPad CRM helps attorneys manage mailings for their contacts, including holiday cards, as described in the answer to question/answer above. Another feature is the Activity Log for Business Development: Attorneys add activities for their contacts, and IntelliPad automatically generates the future follow-up activities (as defined by each firm), and sends weekly (or other time period) Open Activities reports to attorneys.