RedView CRM provides the ability to set up email templates that can be used to respond to new enquiries. This saves time by allowing pre-canned responses to be sent at the click of a button.
A chart is now available that provides a summary of the fees billed v budget by fee earner. The chart provides a convenient overview of performance in a single graph of all fee earners against budget.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.