AdvoLogix

LinkPoint Connect for AdvoLogix

Corporate governance and matter management encompasses work with partners, general counsel, and corporate secretaries who work across different systems with different needs. Increase AdvoLogix adoption throughout your organization with a solution that consolidates how users access the data at the core of your business. LinkPoint Connect unites the work your organization does between across email and AdvoLogix.

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Stop switching between email and Advologix!

AdvoLogix enables users to manage corporate records and case materials with ease of use for collaboration and reporting. With AdvoLogix, users can manage complex account matters and workflows with a more complete picture of their accounts. LinkPoint Connect takes this productivity a step further by bringing the data you see in AdvoLogix directly to your email client.

LinkPoint Connect’s flexible integration allows users to record emails, create new contacts, and view account AdvoLogix data directly within Microsoft Outlook or IBM Notes all backed by automated synchronization of contacts, calendars, and tasks.

Save time. Streamline processes. Focus on your business.

Outlook+Salesforce: Main

How It Works

View real-time data from AdvoLogix without ever leaving your email. Click on an email and the LinkPoint Connect Side Panel instantly displays that contact’s information as it appears in AdvoLogix.

  • View AdvoLogix data inside your email client with seamless integration
  • Access Account Matters, Matters, and Concat Matters to record emails
  • Click to open specific records or make VoIP calls for follow up
  • Toggle between related clients for specific emails based on To, Cc, and Bcc field data
  • Customize the record types and custom objects including the AdvoLogix data you want to see in your email client
Outlook+Salesforce: View

Record emails to AdvoLogix fields when sending messages from within your email application. LinkPoint Connect makes it easy to associate emails with the right contacts and accounts with just a few clicks.

  • Record emails easily when sending messages
  • Control where and how emails are recorded, including AdvoLogix objects including Accounts
  • Choose to include attachments, such as invoices and legal briefs, when recording emails
  • Schedule follow up tasks and appointments based on your contact’s status
  • See which emails have already been recorded to AdvoLogix
Outlook+Salesforce: Record

Create new records with ease…and without the hassle of copy and paste actions between your email and AdvoLogix. LinkPoint Connect makes data entry simple by bringing together the systems that support your processes.

  • Drag and drop an email signature to create new accounts and contacts
  • Auto-populate fields in AdvoLogix when creating new contacts
  • Create new opportunities, events, and tasks for specific records with an easy add button
  • Remain compliant with AdvoLogix required fields based on your existing business rules
Create

Sync what you want, where you need it. You work differently in email and AdvoLogix throughout the day. Save time and hassle by creating items once and having them sync where you need them. Users can set LinkPoint Connect to sync contacts, calendars, and tasks between systems.

  • Choose one-way or two-way sync between your email application and AdvoLogix
  • Set independent rules to sync contacts, calendars, and tasks
  • Select manual sync to push specific items to AdvoLogix or back to email
  • Use the Summary Screen to check your work to ensure accuracy
  • Schedule automatic sync to run when it’s most convenient for you
Outlook+Salesforce: Sync

Customize your email and AdvoLogix integration to mirror your current workflows. LinkPoint Connect supports custom objects and custom fields, putting the data specific to how you do business at your fingertips.

  • Choose the custom objects and fields you want to access in your email client based on your AdvoLogix configuration
  • Provide your requirements to the LinkPoint360 team
  • View and work with your AdvoLogix data directly within your email application
Outlook+Salesforce: Customize

Features

LinkPoint Connect is designed to innovate how users work and foster productivity. It’s never been easier to streamline how you work between email and AdvoLogix.

System Compatibility

Microsoft Outlook Editions Office 365, 2016, 2013, 2010, 2007 (32 & 64 bit)
Supports IMAP and POP3
IBM Notes Editions Versions 9.x, 8.x, 7.x, 6.x (Basic & Standard)
Supports IMAP and POP3
Microsoft Windows Versions Windows 10, 8, 7, Vista, and XP (32 & 64 bit)
Virtual Desktop Environments Citrix and Terminal Services
$16-19 per user/month *
LinkPoint Connect for AdvoLogix
or try it free for 7 days

* Subscriptions are billed annually

$16 per user/month for Microsoft Outlook users.
$19 per user/month for IBM Notes users.
10% discount available for non-profits.
Volume discounts available starting with subscriptions of 4 licenses or more.
Call or email sales@LinkPoint360.com for a custom quote.