For the Marketing Department

Email Consent Management

Compliance with Anti-Spam Laws

Email Consent by Contact with Optional Automatic Expiration

Anti-spam laws for Canada (CASL), the European Union (GDPR), and the State of California (CCPA), require law firms to show consent from contacts to receive email as well as other website requirements. IntelliPad requires every contact to have an Email Consent value of Unknown, Implied, Express, or Withdrawn. ‘Express’ means consent received, ‘Implied’ means consent will expire two years after the last invoice date for any of the contact’s client relationships (Canada CASL), ‘Withdrawn’ means no communication is allowed. ‘Unknown’ can be used for all new contacts, and left that way if the firm need not show consent received.
IntelliPad provides control of mail type based on Email Consent, or just to comply with contacts’ preferences. For example, ‘Unknown’ Consent may only allow mailing of printed materials, to avoid accidental emailing. Even with ‘Express’ Consent, some contacts may wish to receive emails while others would prefer printed materials only. The Email Consent information is optionally visible and editable, and Accounting Client Relationships can be added, in Outlook on the Marketing Information page as shown below. All changes are audited.
IntelliPad provides an optional “Automatic Expiration” feature for Implied Consent, if used. For Canadian law, consent expires 24 months after the date of last invoice for the contact’s primary company/organization or any of the contact’s accounting client relationships. (Other laws may differ.) Each firm can create an email message to be sent to contacts a designated number of days prior to the expiration date, optionally including a clickable link to a landing page on the firm’s website where they can opt-in to continue receiving emails for selected alerts/publications, or opt-out of all. These responses are automatically downloaded and imported to the CRM database.