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Marketing CRM for Law Firms and Other Professional Organizations

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What if my firm just kept using Outlook and did not add IntelliPad integration?

To answer this question lets consider what happens if your firm uses an an outdated address to send something to a client. And for the moment lets assume that your firm was advised by the client about the address change and that the new address was not updated everwhere it should have been.

The cost of postage and/or shipping is not the problem. It is the embarrasment of already having been told about the address change and then using the old address. This could result in a delay of some needed action or information. Equally important is the message to the client is that your firm is not sufficiently organized or efficient. Instead of increasing their trust in you, they begin to question and worry.

Will IntelliPad keep this type of problem from ever happening? We would like to make that claim, but cannot. However, you will dramatically reduce the possibility of such problems with IntelliPad since there is a single record for each client contact in a central database that is kept up to date with the latest changes as they occur in Outlook contact folders.


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