To improve the consistency of follow-up, IntelliPad provides an “Business Development Activity Log” in Outlook. Attorneys can set recurring follow-up strategies for selected contacts. These are setup with a desired “Recurrence” such as weekly, monthly, quarterly, third Tuesday of the month, or any other frequency.
Each planned follow-up added for a contact in Outlook has a date, time, and comment. IntelliPad automatically produces notification emails to participating attorneys which provide them with follow-ups not yet completed and upcoming follow-up activities. The firm can set the frequency and content of these emails, for example: once a week on Monday containing all open activities for the coming week.
Attorneys can share per-contact follow-up activities with all other attorneys, selected attorneys, or just with the Marketing department.