Yes. The IntelliPad CRM requires all contacts added in Outlook to have a default Email Consent status of “Unknown” and a default Mail Type which can be “No Mail” for firms that must comply. Contacts cannot be included in email mail tasks unless and until their Email Consent has been expressly given, with a source and date, and their Mail Type has been changed to allow email only or both email and hardcopy mail. This feature enables compliance with the CASL (Canada), GDPR (European Union), and CCPA (State of California). IntelliPad includes an administrative utility that searches, and optionally corrects, any contacts currently out of compliance.
If an implied consent status is allowed, i.e. emails may be sent, while active invoices exist for a client: Consent must be withdrawn 2 years after the last invoice date (per the CASL). IntelliPad can do this automatically by keeping track of the invoices and payments, exported from the billing application, for each contact— for all their related clients. A report informs attorneys of upcoming consent withdrawal dates for their contacts. The firm can create an email to be sent automatically to every contact, any number of days before their consent will expire, optionally including a clickable link to a firm web page where they can either unsubscribe from all communications, or request continued subscription to selected firm publications.