The RedView CRM AI Assistant is designed to make capturing enquiry details fast and effortless. By scanning the text of an email, it can automatically identify contact details for the enquirer and complete fields in the enquiry record. This removes manual data entry, saving valuable time and encouraging staff to record information fully and consistently.
We’re pleased to announce that the AI Assistant can now go further. In addition to contact details, it can also complete:
Area of Law
Detailed Enquiry Notes
Source Notes
Internal Notes
These fields can be populated automatically by configuring the prompting text to suit your firm’s requirements. The result is richer, more accurate enquiry records with less effort—helping your team focus on the client rather than the admin.
The RedView Team