Over the years when implementing RedView CRM for clients, we’ve seen a clear pattern when it comes to rolling out new systems in smaller law firms. The technology itself is rarely the stumbling block — it’s change management.
Many smaller firms still run their marketing, matter intake, and client follow-ups using a patchwork of manual processes, often built around Excel spreadsheets. They’re familiar, they “work,” and everyone knows where to find them. The problem? They’re slow, prone to errors, and almost impossible to scale. And for management, they offer little to no visibility into what’s really happening in the business.
When RedView CRM is introduced, it’s a chance to break away from those limitations. But here’s the catch — the transition feels different at first. For staff, there may be a learning curve and, in the early days, a sense that things take a bit longer than before. In reality, the opposite is true: once adopted, the process is faster, more accurate, and significantly more efficient. Plus, the firm gains something it never had — real-time management information that can actually guide decisions.
From our experience, the difference between a successful rollout and one that struggles comes down to leadership. The most successful firms send a clear message from the top: “This is how we work now.” They make adoption part of the culture, not an optional extra. When management leads by example, sets clear expectations, and reinforces the benefits, staff get on board quickly.
On the flip side, where we’ve seen implementations stall, it’s almost always because the system is treated as “just another tool” rather than the new standard. Staff revert to old habits, data becomes inconsistent, and the firm misses out on the real value — the ability to work smarter, respond faster, and see the bigger picture.
The takeaway? Rolling out RedView CRM isn’t just about installing software. It’s about reshaping how the firm operates. Lead from the front, commit to the change, and you’ll see the rewards — smoother workflows, fewer manual headaches, and the insights to drive your firm forward.