Contact Management Software

Manage all of your clients and contacts from InteliDoc contact management software. Track every contact and every detail and ever miss an interaction.

Get contact details at a glance

Get a quick overview of your firm’s clients and contacts. See their connected projects, documents, transactions, and bills. Keep client information organized to ensure no followup, detail, or interaction is missed.

Remember every client conversation

Track a client's history of interactions with your firm - across email, phone, and in-person meetings. Record emails to a client's communication log from Outlook or other email systems, and add notes directly into a client profile.

Track specific client details

Record details needed for your firm's processes in custom contact data fields. The more you know about your contacts, the better you can meet and exceed their expectations.

Deliver a great client experience

Turn every contact into a referral, a good review, and more business for your company.

Keep track of the important details

Attach a profile photo to each contact profile to help quickly associate a name with a face. Add chat and other new communication details and integrate with them. Add personalized billing preferences and rates, contact attributes, and more.

Make collaborating more efficient

Share documents, tasks, and bills with contacts through our secure client portal. Provide access to project developments, and increase efficiencies by keeping everyone in the loop.

Use public or marketing records

Import public or other accessible records directly in the system. No more errors in mistyping a customer name, Tax id or email.

Offer client intake forms on your website

Jumpstart the client intake process and begin gathering information from the start - without calls or emails. Offer online intake forms on your website so you can add potential clients directly in InteliDoc.

Onboard and manage clients with ease

Use InteliDoc CRM software to onboard clients into an engaging relationship from day one.

Organize contacts with customizable tags

Tag and categorize potential clients, existing clients, and professional contacts in our CRM software, so you can find who you need, when you need them.

Run automated email campaigns

Create tailored, email campaigns that engage your new and incoming clients through the client intake process.

Know the status of every client at a glance

See the current status of each potential or retained client. Get an overview of their contact and project details from an easy-to-understand dashboard.

Document Management Software

Work securely and efficiently from our document management software, and benefit from the flexibility of unlimited document storage. Go paperless to save space, reduce clutter, and avoid hands-on filling.

Store an unlimited amount of legal documents

Save thousands of document, image, audio, and video files in our unlimited storage. Bulk upload and download entire folders of documents.

Find the file you’re looking for in seconds

Get a desired document quickly by searching for keywords within its title, metadata, or text contents AND also attachments like office files and other. We use full-text indexing technology to index all attached files and content. Filter and sort documents by customized categories, folders, authors, and dates.

Access your documents from anywheres

Pull up any document on your mobile phone or laptop at any time. Spend less time preparing stacks of documents and more time working on your project.

Save time on document management

Improve your bottom line by spending less time on routine document management tasks, and more time on billable work.

Prepare your most-used documents in seconds

Pull from project records with one click. Use information from your project records and drop it into templates automatically. Integrate with a variety of form libraries made for your practice area.

Enjoy instant document editing

Stop toggling back and forth between software. InteliDoc uses in-place edit that works with your Office files and dozens of other programs. Open, edit, and save documents directly within InteliDoc. No download/upload or sync needed.

File documents directly from the source

Use InteliDoc email integration to save emails and attachments from Outlook or other email systems directly to specific project inInteliDoc. Scan documents to individual folders in InteliDoc using the document scanner of your choice.

Make collaborating easier than ever

Manage documents as a team. Stay in sync as files are created, updated, and finalized.

Make accessing documents easy for everyone

Quickly share documents with clients and co-counsel via InteliDoc Portal, our secure online client portal. Set permissions to authorize specific access within your firm.

Track changes and conversations

Stay on top of document changes with a full version history for each file stored in our document management software.