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Average Ratings 289 Ratings

Description

IntelliPad, developed by Versys Software, serves as a comprehensive solution for automating legal marketing specifically tailored for law firms and various professional organizations that require sophisticated management of client contacts. The user experience of IntelliPad is seamlessly integrated within a standard Microsoft Outlook interface, enhancing usability while incorporating additional data fields to enrich client insights. As a robust marketing platform, IntelliPad CRM is filled with features and undergoes regular updates to remain cutting-edge. Visit the official website to view extensive product details along with screenshots showcasing its essential functionalities. By utilizing IntelliPad, legal firms can achieve their marketing and relationship management objectives without facing unnecessary complexities. This tool enables attorneys to access the most up-to-date and pertinent relationship data on their mobile or desktop devices, ensuring they have the information they need as soon as it becomes available. With IntelliPad, law firms can significantly enhance their client interactions and marketing efforts, ultimately leading to stronger professional relationships.

Description

Establish a seamless and efficient process using Lawmatics' law office intake form templates that you can set up and forget, allowing you to focus on the most critical tasks while your legal CRM manages client intake and marketing strategies. This powerful CRM for attorneys not only helps you attract new clients but also facilitates reconnecting with your existing database of former clients through automated law firm documentation processes. By ensuring your firm remains accessible for clients when new needs arise, you can create a steady stream of revenue through workflow automation tailored for legal practices. Implementing automated follow-ups allows for immediate responses to prospective clients, ensuring that no opportunity slips by unnoticed. Your clients will appreciate your systematic and technologically advanced approach to managing their cases from the very first contact with your firm. With features like instant electronic signatures for legal documents and automatic follow-ups, our innovative software is designed to impress and leave a lasting positive impression on your clients. Additionally, by streamlining these processes, your firm can effectively enhance client satisfaction while increasing overall efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Abby Connect No 
Axis LMS No 
CARET Legal No 
Caseflood.ai No 
Chat Agents No 
Clerx No 
Eternal Pro No 
LEX Reception No 
Lexidesk No 
Made For Law No 
Pipedream No 
Quilia No 
Rocket Matter No 
Smith.ai No 
Smokeball No 
VICIhost No 
Veza Reception No 
Wufoo No 
Zapier No 
iTimekeep Yes 

Integrations

Abby Connect Yes 
Axis LMS Yes 
CARET Legal Yes 
Caseflood.ai Yes 
Chat Agents Yes 
Clerx Yes 
Eternal Pro Yes 
LEX Reception Yes 
Lexidesk Yes 
Made For Law Yes 
Pipedream Yes 
Quilia Yes 
Rocket Matter Yes 
Smith.ai Yes 
Smokeball Yes 
VICIhost Yes 
Veza Reception Yes 
Wufoo Yes 
Zapier Yes 
iTimekeep No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Versys Software

Website

intellipadcrm.com

Vendor Details

Company Name

Lawmatics

Country

United States

Website

www.lawmatics.com

Product Features

Product Features

Law Practice Management

Billing & Invoicing No 
CRM No 
Calendar Management Yes 
Client Portal No 
Conflict Management Yes 
Contract Management No 
Document Management Yes 
Email Management Yes 
Legal Case Management No 
Task Management Yes 
Time Tracking No 
Trust Accounting No 

Legal Billing

Accounting Management No 
Automatic Billing No 
Calendar Management No 
Case Management No 
Client Portal No 
Document Management No 
Expense Tracking No 
Time Tracking No 

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