IntelliPad provides options that enable each firm to customize the processing of new contacts, and changes to existing contact information, from Outlook (or imported from other sources).
If a matching contact or company is found, the match(es) are displayed and the user can select one and download to his or her folder, or ignore the matches and add the new contact if applicable.
Data cleansing rules can be applied to all incoming data: For example, two letter abbreviation for all state names. If new rules are added, they can optionally be applied to existing contacts.
When a user changes a contact’s company address, the program asks whether it is a correction of the existing address or a new address for the contact. If a correction, other contacts having the same address are fixed automatically.
Each firm can determine which data fields need to be looked at when changes are made, before these changes are propagated to other attorneys with the same contact in their Outlook.