IntelliPad CRM

Additional features

Outlook Integrated Contact Management

Seamlessly connects with Microsoft Outlook to ensure firm-wide contact information is consistent and automatically identifies and looks up new contacts added in Outlook.

Streamlined Contact Follow-Up

Enables quick marking of contacts for various mailings and events, and provides tools to manage follow-up activities specifically for business development efforts.

Comprehensive Business Development Tracking

Allows for the tracking and management of potential opportunities, presenting a unified view of seven different types of contact communication, giving a holistic perspective on client interactions.

Customizable Data Fields

Offers additional, fully customizable data fields beyond standard contact information, allowing for the capture of more in-depth client knowledge tailored to the firm's specific needs.

Centralized & Detailed Contact History

Maintains all contact knowledge in a common repository accessible across attorneys, including detailed historical interactions, ensuring everyone has the most up-to-date information.

Visual Marketing Campaign Insights

Provides visual analytics and insights from past email and marketing campaigns, allowing firms to understand performance and refine future strategies.

Reduced Administrative Overheads

Eliminates time-wasting and redundant administrative efforts involved in ensuring contact information is accurate and up-to-date.

Mobile Accessibility for Attorneys

Ensures attorneys have immediate access to the most current contact information on their mobile devices, including details on who the firm works with at specific businesses or associations.

Central Data Steward Feature

Incorporates a central data steward feature to minimize avoidable communication mistakes and free up valuable personnel time by maintaining data integrity.

Versatile Mailing Capabilities

Supports the creation of HTML-formatted emails, mailing labels, badges, and facilitates both hard-copy and eCard holiday mailings.

Personalized Holiday Card Signatures

Allows attorneys to mark contact cards for hard-copy holiday cards, enabling paginated labels by attorney or routing slips, and for eCards, includes signature blocks with attorney names and individual comments.

Automated Activity Logging

Automatically logs all activities related to mailings and marketing events, providing a comprehensive record of interactions.

Unlimited & Selective Reporting

Generates an unlimited number of reports with prompting options, which can be selectively provided to attorneys based on their specific needs.

Email Campaign Performance Tracking

Provides insights into which email campaigns are being opened, allowing for performance analysis and optimization of future communications.

Integrated Landing Pages

Features integrated landing pages hosted on the firm’s website, enabling contacts to easily set their own alert preferences, respond to RSVP requests, and verify or update their contact information.

Non-Interfering Workflow Integration

Designed to integrate smoothly without disrupting existing legal firm workflows, ensuring a seamless adoption process.

Clean & Ready Contact Information

Focuses on keeping contact information clean, organized, and immediately ready for use whenever needed.

User Implementation Tracking

Tracks user implementations to ensure the system is being utilized effectively and does not impose additional time-consuming chores on end-users.

Advanced Relationship Intelligence

Aids in developing sophisticated relationship intelligence and effective opportunity management through data-driven insights.

Visual Opportunity Management

Offers a "big picture" view of opportunity management and growth through easy-to-understand graphs and pie charts.

Opportunity Tracking by Likelihood & Revenue

Enables tracking of potential opportunities based on their likelihood of conversion and estimated revenue potential.

Centralized Microsoft SQL Server Database

Utilizes a central Microsoft SQL Server Database to store IntelliPad contact information, ensuring robust data management.

Exchange Server Compatibility

Works seamlessly with both single and multiple/clustered Exchange Server installations without requiring software installation on the Exchange Server itself.

Enhanced Client Connection & Referrals

Helps firms stay connected with clients, amplifying past successes through strong relationship management, crucial for referrals and reviews.

Personalized Touchpoints

Allows for maintaining careful, personalized nuance at every client touchpoint, strengthening connections.

Harmonized Firm-Wide Marketing

Integrates detailed individual client and prospect relationship histories with the firm's collective knowledge to harmonize firm-wide marketing efforts.

Customizable Security Permissions

Provides flexible security settings to share and restrict access to information for various roles, including Staff, Attorneys, Practice Group Leaders, and Partners.

Flexible Deployment Options

Can be run on the firm's own servers or on Office 365, without requiring an extensive rollout of new technology; cloud-based solutions are optional.

Mobile Access to Shared Contacts

Facilitates easy mobile access to shared contact information for attorneys and staff on the go.

Competitive Pricing

Offered at a competitive price point, avoiding the burden of excessive and costly features that often go unused in other systems.

Dedicated Support

Backed by Versys Software, recognized for providing excellent support and designing new generalized features as clients' needs evolve.

Non-Interfering Software Design

Built as low-complication software that does not interfere with other existing technology, focusing specifically on excelling at Legal CRM functions.

Drill-Down Search & Graphics

Allows users to discover trends, search for specific data, and view graphical representations with drill-down capabilities for deeper analysis.

Detailed Contact Communication Log (from Outlook)

Provides a comprehensive log of all communications for a contact directly from Outlook, including invitations, attendance, mass mailings, business development activities, emails sent, emails received, and meetings.

Comprehensive Business Opportunity Management Data

Offers detailed data on business opportunity management, including pipeline status and estimated revenue.

Configurable Contact & Company Views

Allows for viewing contacts and companies organized by individual attorney, practice group, or firm-wide.

CRM Implementation Management Metrics

Provides key metrics for CRM implementation management, such as Outlook contact count, shared contact count, contacts on mailing lists, and contacts with business development activities.

Advanced Contact Communications Searches

Facilitates detailed searches across all contact communications, including invitations, attendance, mass mailings, business development activities, emails sent, emails received, and meetings.