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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
November 7, 2023
Acuity

New Matters by Category Chart

Stephen Butler
November 7, 2023
Acuity

A chart is available that shows the number of matters opened across various time periods, broken down by matter category.

Stephen Butler
October 15, 2023
Acuity

Fees Billed vs Budget Charts

Stephen Butler
October 15, 2023
Acuity

A chart is now available that provides shows performance of Fees Billed vs Budget using the speedometer motif.

Stephen Butler
September 24, 2023
Acuity

Closed Matters by Person chart

Stephen Butler
September 24, 2023
Acuity

A chart is now available that provides a summary of the matters that have been closed or archived by person acting.

Stephen Butler
September 20, 2023
CRM

Reminders for New Enquiry Follow Up

Stephen Butler
September 20, 2023
CRM

RedView provides powerful functionality to automatically remind users when follow up is due for an enquiry.

Stephen Butler
September 17, 2023
Acuity

Expected Future Fees

Stephen Butler
September 17, 2023
Acuity

If keeping matter fee estimates up to date is standard at your firm, RedView provides some interesting management information using that data.

Stephen Butler
September 14, 2023
CRM

Email Response Templates

Stephen Butler
September 14, 2023
CRM

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.

Stephen Butler
September 12, 2023
CRM, Acuity, Concierge, Tasks, Desktop

Tracking Dashboard Accesses

Stephen Butler
September 12, 2023
CRM, Acuity, Concierge, Tasks, Desktop

New functionality has been added to the RedView platform that tracks usage level of the various dashboards.

Stephen Butler
September 10, 2023
Acuity

Fees Billed by Fee Earner chart

Stephen Butler
September 10, 2023
Acuity

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.

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.

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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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St Leonards NSW 2065

info@redview.com.au

 

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