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RedView

Phone: +61 (0)2 9262 4396
Solutions
Legal CRM
Business Intelligence
Client Portals
Lawyer Mobility
Timekeeping
Task Management
Phone Message Management
Integrations & Partners
Case Studies
About Us
News
In The Press
RedView Blog
Partner Portal
Contact
Request a Personal Demo
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Feature Updates & Product Tips

Details of updates to the RedView product suite. Select the applicable product below.

Stephen Butler
September 8, 2023
CRM

New Enquiry Notification Rules

Stephen Butler
September 8, 2023
CRM

When a new enquiry is added to the CRM, it can be immediately assigned to someone for follow-up. If it is not assigned, or comes from a source where assignment is not possible, e.g. your Website via the API, it is possible to setup automatic notification rules to ensure the enquiry is not lost.

Stephen Butler
September 4, 2023
Acuity

Debtor Days Analysis

Stephen Butler
September 4, 2023
Acuity

RedView provides charts for the analysis of the firm’s debtor days performance.

Stephen Butler
August 31, 2023
CRM

Auto Acknowledgements

Stephen Butler
August 31, 2023
CRM

When a new enquiry is added to the CRM from your website via the API, it is possible to acknowledge its receipt automatically, with an email sent to the enquirer.

Stephen Butler
August 28, 2023
Acuity

Due Dates by Person chart

Stephen Butler
August 28, 2023
Acuity

A chart is available that provides a breakdown of the due dates by person, depending on the persons responsibility for the matter. This allows a broad assessment of upcoming workload.

Stephen Butler
August 23, 2023
CRM

Tagging Clients

Stephen Butler
August 23, 2023
CRM

The base information held in the RedView Clients & Contacts database is sourced from your practice management system. Information such as address and contact details, financials, related matters etc.

Stephen Butler
August 21, 2023
Acuity

Non-Billable Time by Activity Chart

Stephen Butler
August 21, 2023
Acuity

A chart is available that provides a breakdown of the non-billable time that has been recorded in timesheets by time activity. This provides the firm with an understanding of how non-billable time is being spent.

Stephen Butler
August 17, 2023

Viewing Enquiries

Stephen Butler
August 17, 2023

Managing your incoming enquiries starts in the list view which provides capabilities to search, sort and group enquiry records and also export for further manipulation.

Stephen Butler
August 14, 2023
Acuity

The RedView Acuity User Manual

Stephen Butler
August 14, 2023
Acuity

A new User Manual is now available from within the Acuity product. This provides a useful guide on how the product can be best used and configured to maximise the benefits and present information to the different audiences.

Stephen Butler
August 7, 2023
Acuity

Future Settlements by Fees Chart

Stephen Butler
August 7, 2023
Acuity

A chart is available that provides a forecast of the expected fees related to upcoming settlements. The idea is to provide an overview of fees related to matters to be settled in the future. Various timescales are provided so that the effect on cash can be understood.

Stephen Butler
August 3, 2023
CRM

Referrers

Stephen Butler
August 3, 2023
CRM

RedView has a number of useful features to allow the capture of referrer information so that the relationships with these important associates can be better understood.

Stephen Butler
July 30, 2023
Acuity

Cost Agreement Outstanding Chart

Stephen Butler
July 30, 2023
Acuity

A chart is available that provides an overview of the matters that have an outstanding cost agreement. It can be used to monitor the return of these documents.

Stephen Butler
July 24, 2023
Acuity

Due Dates Chart

Stephen Butler
July 24, 2023
Acuity

A chart is available that provides a breakdown of the due dates on matters by age.

Stephen Butler
July 19, 2023
CRM

CRM Outlook Add In

Stephen Butler
July 19, 2023
CRM

Easily capturing new enquiries is a key aspect of the RedView CRM product. To assist here the product provides an Outlook add in for use with Office 365.

Stephen Butler
May 29, 2023
Acuity

Budget Chart

Stephen Butler
May 29, 2023
Acuity

A new chart is now available that provides an overview of the full year budget for staff.

Stephen Butler
May 25, 2023

Fee Estimate Defaults

Stephen Butler
May 25, 2023

Fee Estimates can be recorded against an enquiry and this information can be used in a numbers of ways.

Stephen Butler
May 22, 2023
Acuity

Non-Billable Time by Staff Member

Stephen Butler
May 22, 2023
Acuity

A new chart is now available that provides an analysis of the billable time by staff member.

Stephen Butler
May 18, 2023
CRM

Recording the risk assessment of an enquiry

Stephen Butler
May 18, 2023
CRM

A new feature has been added to RedView CRM to allow the recording of any risk assessment that has been made for a new enquiry. This is found under the Risk Assessment panel in new enquiry details.

Stephen Butler
May 14, 2023
Acuity

Expanding Charts to Full Screen Mode

Stephen Butler
May 14, 2023
Acuity

The Acuity product's approach to building dashboards is to provide a suite of chart options that the user can select to create the information panel they need.

Stephen Butler
May 9, 2023
Acuity

Matter Lists & Exporting Data

Stephen Butler
May 9, 2023
Acuity

A major new piece of functionality is now available in RedView Acuity to allow you to create lists of matter information and export it to Excel, if required. This is available under the Matters icon in the RedView portal.

Stephen Butler
May 4, 2023

Managing enquiries using the board view

Stephen Butler
May 4, 2023

The list view of enquiries is the default presentation of new enquiries, however the board view is a useful way to group and manage enquiries, using a task management approach.

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See how RedView can grow your practice and save your firm time and money. No-obligation demos take just ten minutes and are run remotely.

 
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Visit Level 1, 558 Pacific Highway,
St Leonards NSW 2065

info@redview.com.au

 

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