At RedView, our vision is to make RedView CRM the most complete, integrated, and effective client relationship management solution for law firms.
We continue to invest heavily in enhancing the platform. Since our last feature digest in February 2025 (click here to see it again) we've introduced powerful new capabilities—including integrated AI features, deeper Outlook integration, SMS messaging, and expanded automation.
But there’s much more to come.
Over the next 6 to 9 months, we’re focused on transforming how law firms manage business development and client engagement. Our aim is to replace fragmented information and manual processes with insight, automation, and strategic visibility—making RedView CRM the go-to platform for managing the full client lifecycle in legal practice.
🔗 Expanded Practice Management System (PMS) Integration
We’re extending RedView CRM’s reach by integrating with three additional PMS platforms, enabling even more firms to adopt a fully connected CRM solution.
⚙️ Smart Automation
We’re focused on delivering automation that’s practical and useful within a legal environment:
Auto Follow-Ups – Automatically follow up with enquiries via email or SMS.
Lifecycle Triggers – Automatically send communications based on matter milestones (e.g., welcome emails, post-settlement updates, Wills review prompts).
📩 Streamlined Onboarding
We’re evolving our Custom Forms functionality to allow forms to be sent directly to enquirers, enabling them to enter required information securely and efficiently—saving time and reducing friction.
🤖 Artificial Intelligence
We’re continuing to expand our AI capabilities to improve decision-making and performance tracking:
Assist in completing custom forms
Analyse enquiry data for marketing ROI
Score and assess incoming leads for quality and fit
🔌 Seamless Integrations
We’re working on smoother connectivity with key platforms, including:
Calendly – For integrated meeting scheduling
Mailchimp – For streamlined outbound marketing
Zapier – For enhanced automation across tools
📲 Smarter Data Capture
We’re removing friction from data entry—the foundation of CRM value:
Incorporating dictation capabilities into the product
Capture contact details directly from smartphones
Import contacts and lists via Excel in bulk
📊 Deeper Client Intelligence
We’re building tools to give you clearer insights into performance and client sentiment:
NPS Tracking – Capture feedback at key moments in the client journey
AI Summaries & Recommendations – Surface insights to support smarter decision-making
If you would like to know more, or have a suggestion, just drop us a line.
Thanks for being part of the RedView journey. Together, we're building the future of legal client engagement.
The RedView Team