Release Update

New in RedView

New Smartphone App

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The redesigned RedView smartphone app makes it easier to access information and manage work when you are away from your desk.

New Smartphone App

Previously focused primarily on RedView CRM, the app now provides mobile access to:

RedView CRM – access enquiries, clients, contacts and referrers, capture new contacts, and update business development activity.
RedView Acuity – view key KPIs and access matter information.
RedView Tasks – view, create and manage tasks from your phone.

Whether you are travelling, working remotely or between meetings, you can check key information and keep work moving from your phone.

Four RedView smartphone app screens showing the home page, KPI summary, enquiries and new enquiry form — Access enquiries, performance information and everyday work from your phone.

The new app is available now from the Apple App Store or Google Play.

Apple App Store ↗Google Play ↗

For RedView Acuity

Monitor firm performance
Check out your personal KPIs
Check matter details
Review your matter portfolio and financial exceptions

RedView Acuity home screen with Firm Performance, Your KPIs and View Matters — Access firm performance, your KPIs and matters.

Personal KPI Summary in the RedView smartphone app — Check your personal KPIs.

Matter filters for person acting, unbilled fees, total debt and financial exceptions — Review your matter portfolio and financial exceptions.

RedView Acuity Firm Performance screen showing fees billed versus budget — Monitor firm performance against budget.

For RedView CRM

Capture new leads
Update existing leads
Capture new contacts
Log activity with contacts
Review referrer analytics and log activity
Monitor follow ups

RedView CRM home screen with enquiry and contact actions and personal enquiries — Capture and follow up enquiries from your phone.

RedView smartphone app contact list — Find contacts and log activity.

Referrer record showing referral analytics in the smartphone app — Review referrer analytics and activity.

RedView CRM Marketing Performance screen showing sales pipeline and estimated fees — Review marketing performance and your sales pipeline.

For RedView Tasks

Create a new task
Update existing tasks
Monitor due dates

RedView Tasks home screen with task statuses and upcoming tasks — View your tasks and monitor due dates.

Personalise to your needs

Format your home page
Pick your menu bar
The charts you want
Dark mode
Your colour scheme
Face ID

Smartphone app appearance and customisation settings, including colour, biometric unlock, home page and charts — Personalise your home page, charts and appearance.