REDVIEW CRM

RedView CRM is a powerful CRM system designed to fuel your business expansion. It is fully integrated with LEAP, Outlook, and your website.

With RedView CRM you maximise all opportunities – every lead is effortlessly captured to eliminate any potential oversight.

Empower yourself with advanced tools that offer a powerful vantage point to monitor, manage, and automate the sales journey and increase the prospect of securing clients – along with automatic reminders prompt follow-up.

Automated matter creation leverages captured data ensuring a seamless transition to LEAP.

Harness the power of your existing LEAP data for outbound marketing, referrer management, and insightful client intelligence to help grow your business further.

REDVIEW ACUITY

RedView Acuity is an advanced business intelligence and management information system. It provides LEAP clients with the power and sophistication of systems used by larger firms, at a fraction of the cost.

Integrating seamlessly with LEAP, RedView Acuity transforms data into visual dashboards, effortlessly enabling users to drill down and analyse fine details.

The Firm Dashboard is a centralised hub that presents LEAP management insights to partners and management in an easily digestible format. It displays real time data in one handy location.

The dedicated Fee Earner dashboard empowers lawyers by offering a secure window into their individual performance metrics, providing the freedom to access personal KPIs whenever they desire.

REDVIEW CONCIERGE

RedView Concierge offers an intuitive solution to track phone messages and oversee the progress of returned calls and related activities.

An integrated Outlook add-in streamlines message capture, assigning them to designated staff members. This system uses LEAP data, affording quick access to contact details for users.

Messages can be linked to matters, tracking messages and call returns as matter comments within LEAP.

Actionable email notifications facilitate easy capture of return call specifics and automatic reminders prompt follow-up.

Foster collaboration by sending messages to teams of individuals and manage calls effectively with customizable Kanban boards at various levels—individual, team, or firm-wide.

REDVIEW TASKS

RedView Tasks is specifically designed for lawyers to efficiently manage their daily tasks and delegated assignments. It provides a centralised platform for oversight and control of all tasks, for the benefit of individual lawyers and the firm as a whole.

Tasks can be easily created and assigned to your personal to do list, other people or teams. They can be linked to specific clients and LEAP matters, enhancing organisation and providing additional context.

Kanban boards help you visualise and manage tasks by criteria such as assignee, task type, priority, and due date. Automatic reminders prompt follow-up actions to ensure timely task completion.

Dashboards provide real-time monitoring of task queues, allowing for efficient task tracking and resource allocation.

REDVIEW CONNECT

RedView Connect provides the gateway for clients to securely access LEAP matter details and documents through a dedicated client portal and a mobile access app. A sophisticated dashboard provides an overview of the client’s portfolio.

Clients enjoy a personalised experience with a browser-based portal which is customisable to cater to individual client needs.

The product offers inbuilt secure messaging, facilitating easy client/lawyer communication. Clients can also upload and retrieve documents instantly and are able to provide instructions on new matters via the portal.

Role-based access controls allow for varied access tailored to distinct user types, be it clients, agents, brokers or associates.

Custom Reporting Services

You don’t need a spreadsheet to create business reports. RedView’s custom report development services can create reports tailored to your business requirements

If you are using Excel to collate data into the format you need, you can save time and money through custom reports – plus ensure accuracy.