Open Practice supports 7,400 users across 500+ small and mid-sized firms with a sophisticated, all-in-one practice management system with fully integrated accounting.
RedView has been an Open Practice partner for over 7 years and the product is fully integrated with the system using Open Practice’s API capability. The company also has extensive experience with the product and provides integration and custom reporting services.
BUSINESS INTELLIGENCE
Build your law firm KPI dashboard and understand your firm’s health at a glance.
LEGAL CRM
Grow your business using a true legal CRM system. Easily manage new enquiries, track referrals and create mailings lists.
MATTER MANAGEMENT
Manage your matter portfolio in your own time - not when the ‘monthly’ reports are delivered.
TASK MANAGEMENT
Generate tasks for clients, matters or simply standalone. Manage personal to-do lists or delegate specific tasks.
Business Information Console
The RedView BI Console for Open Practice is an integrated management enquiry and reporting tool that brings together key financial performance and customer information in a single place.
It provides simple, context sensitive access to the information from OP that lawyers, partners and managers need to manage their practice.
eStatements
The RedView eStatements module for Open Practice allows your accounts team to make the production and delivery of client debtor statements a completely paperless process.
The module consists of a number of components:
A generation process that allows the statements to be automatically emailed, created as a PDF or printed – including an override facility to exclude selected clients.
A log report that records when and how the statement was delivered, highlighting any issue that may have occurred.
An extended aged debtor report and a debtors/creditors report that assists in the overall management of debt and prepaid monies.
New Business Intake
The RedView New Business Intake module for Open Practice takes a form based approach to the creation of new records and matters:
Enter all information on one screen rather than jumping between OP Screens
Create and link client contacts in the one process
Immediate validation of fields, with a number of defaults defined to avoid re-keying
Simple creation of joint party records
Significantly streamline the creation of Open Practice records using a more intuitive, user interface.
Budgets
The RedView Budgeting module provides the ability to change the traditional monthly fees and hours targets into daily targets, which automatically allow for varying work patterns, holidays and non work periods.
The module consists of a number of components:
A Fee earner maintenance function which allows easy maintenance of a fee earners work pattern
A holiday maintenance module to allow public holidays and leave dates to be easily maintained for each fee earner.
A one-click generation process that can be executed at any time to turn monthly targets into daily targets quickly and easily.
Also incorporated into the RedView BIC, your fee earners will always know their exact targets day by day.
Custom Reporting Services
Open Practice’s database is complex. Understanding how to assimilate data as well as the requirements of the firm are specialised skills
The Red Rain team has over 25 many years’ experience with the Open Practice system and has produced custom reports for a range of clients.
These range from WIP & Debtors lockup reports, Fee Earner analysis and time performance reports as well as Referral reports using standard referrer information within the OP
database