For Attorneys & Administrative Assistants
Marketing Information Page in Outlook
Additional Fields to Complete Contact Profile
Easily see and share information about a contact from within Outlook
Activity Logs, if used, offer contact follow-up management with periodic reminder email notices to attorneys.
Contacts can be individually added or removed from events and mailing lists, along with the ability to change which address should be used.
FAQ for this page
Yes. IntelliPad’s browser-based view, opened from within Outlook, provides selection of any firm-defined mailing list. The result is a list of the attorney’s contacts. All that’s needed is to check the box for each contact to be included. When adding a new contact in Outlook, the attorney can link the contact to any desired mailing list right on the IntelliPad Marketing page.