Smarter Automation for Law Firms
RedView CRM now incorporates advanced AI capabilities powered by OpenAI, transforming how law firms manage enquiries, contacts, and client interactions. This integration delivers powerful productivity gains by automating routine tasks, simplifying data entry, and surfacing actionable insights—without requiring users to change the way they work.
Key Benefits
Faster Enquiry & Contact Capture
Extracts key information (names, numbers, matter types) directly from emails—reducing manual input and speeding up intake.AI Summarisation & Note Creation
Automatically generates activity notes and follow-up summaries from email content for accurate and timely logging.Smarter Client Intelligence
One-click tools deliver background information on contacts and summarise enquiry trends—giving staff instant context.Integrated Drafting Support
Assists with writing personalised emails and enquiry responses using AI-enhanced templates—saving time and improving consistency.Optimised for Legal Workflows
Unlike generic CRM solutions, RedView CRM’s AI is embedded into legal-specific processes—working seamlessly with tools like LEAP and Outlook.
Strategic Advantage
With AI embedded into everyday workflows, RedView CRM helps firms improve responsiveness and create stronger first impressions with prospective clients. By reducing administrative overhead and simplifying follow-up, firms can improve lead conversion while freeing staff from manual tasks. The platform also delivers immediate, AI-generated insights to support faster decision-making and better client intelligence, helping firms stay competitive in a fast-paced legal environment.
Future-Focused
Ongoing development will introduce AI-based opportunity scoring and marketing effectiveness analysis, helping firms prioritise effort where it counts and improve return on investment.