Yes. IntelliPad enables Outlook contacts to be linked to one or more clients from the accounting and billing database. In this way, the program can keep track of the most recent invoice date for each contact (from all their linked clients). The Canadian law (CASL) requires implied consent withdrawn 2 years after the last invoice date. Each firm can create an email notification of upcoming withdrawal, for contacts, and can specify the number of days prior to expiration for the email to be sent. As explained in the answer to the question above, this email can contain a clickable link to a firm web page where contacts can request continued subscription to selected firm publications, or unsubscribe from all. If unsubscribed, or no answer received: On the expiration date the program automatically changes the contact’s Email Consent to Withdrawn and Mail Type to No Mail, logging the date and time with an appropriate comment. The contact will no longer be eligible for inclusion in any type of mail task.
The changed Email Consent, Mail Type, expiration date and time, and program note are visible to attorneys in Outlook and in the browser view, and to Marketing staff for each contact record’s history and in the Data Changes log.