Executive Summary

Melissa believes RedView CRM provides excellent transparency around enquiry capture. ‘It’s so much easier to see where enquiries are coming from. With web integration and automation tools it streamlines the flow and allows us to direct clients to the right information and firm contact points faster.’

Challenges

‘Over the last 18 months or so, we’ve transitioned from a previous Practice Management platform to LEAP, but there were some gaps to fill - particularly in the CRM area. RedView CRM has really helped in this regard, providing us with the ability to handle new enquiries seamlessly.’ Melissa highlights RedView’s integration with LEAP and the functionality it brings to automating the enquiry capture process, ‘It really is that extra piece of the puzzle we needed.’

How RedView Helped

‘RedView CRM allows us to capture the data around what’s coming in, why people are contacting us, understand what’s converting and have visibility around areas we need to monitor.’ Melissa notes that Attwood Marshall Lawyers are focusing on measuring and managing their enquiry levels and in this regard, RedView is perfect. ‘On top of this, our direct mailing capability is much more streamlined with RedView.’

RESULTS, ROI AND FUTURE PLANS

‘A recent national media program generated a significant amount of enquiry quickly - it was
the perfect test for RedView. We used RedView automation and were able to respond quickly to manage the influx of enquiries and send out the right information packs fast. It showed the value of time-saving with the software - that’s been the biggest benefit so far without a doubt.’

ABOUT THE FIRM

One of the larger private firms, Attwood Marshall Lawyers spans most legal areas, including Compensation Law, Wills & Estates, Estate Litigation, Commercial Litigation & Dispute Resolution, Family Law, Property & Commercial Law, Aged Care and Equine Law. Despite the size, the firm is still tightly knit, with a family-oriented mentality and healthy work-life balance. This has shaped the firm’s culture, providing a very personalised and holistic service.