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

Attorneys can see who else knows a contact, a complete history of changes with the date and name of user who made each one, a collection of marketing information such as Practice Areas and Contact Type, and an optional Client Level Financial Summary.

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.

Firms that must comply with anti-spam laws use these fields to ensure the contact won’t receive any email unless consent is received.
Add or remove contact to/from Events and Mailing Lists
See who else in the firm is working with a contact