RedView CRM Review: Transform Client Relationships Fast

Picture the perfectly run practice. Every enquiry is captured the second it lands, instantly acknowledged and assigned before your competitor has even seen it.

No lead ever vanishes. Partners know exactly who to call this week for cross-selling or a quick referral thank-you. Marketing sees which channel is turning spend into fees. The entire firm works from one single, accurate, up-to-the-minute client picture.

That’s not a distant fantasy. It’s what forward-thinking firms are achieving today with RedView CRM by transforming client and referrer relationships rather than just managing matters.

The RedView CRM Webinar, hosted by CEO Steven Butler on 18 November 2025, was a punchy 45-minute masterclass on how firms transform into a genuine client-engagement powerhouse.

How RedView delivers instant relationship wins through technology

• Two-way, real-time sync with your existing PMS (LEAP, Smokeball, Actionstep, FilePro, PracticeEvolve, Affinity and more coming) to drive efficiencies.
• Enquiries from web forms, email, LinkedIn or phone flow beautifully, creating and updating matters seamlessly and enriching the complete client picture.
• RedView lives inside Outlook, leveraging Microsoft AI. Firms can capture every lead, start workflows, and feed their PMS with real-time information. Working natively in Outlook drives lawyer adoption and productivity gains.
• The mobile app empowers fee-earners to be productive and engaged with clients in a timely manner, whether in court, at a client lunch, or in the airport lounge.

The client-relationship transformation (and the revenue that follows)

• Faster enquiry-to-matter conversion means immediate revenue lift.
• Crystal-clear marketing ROI so firms can determine where to invest.
• Automatic, perfectly-timed re-engagement of dormant clients and referrers.
• Personal partner dashboards with cross-sell nudges and referral prompts pulled from your own data.

Zero disruption, maximum impact

RedView breathes new life into the systems you already love. It works in Outlook and on your phone, so there are no extra logins, no forced adoption, and no weekend training marathons.

Results come astonishingly fast

Most firms are fully live and seeing uplift within days, not months.

Recommendation

Grab a coffee and watch the webinar to discover how to transform your practice.

Then jump on a call with RedView to confirm your firm’s requirements, as their CRM takes almost no time to implement and delivers an instant, dramatic boost to client engagement, cross-selling, referrer management, and overall practice growth.

Stop shuffling data. Start transforming relationships and watch the revenue follow.

Shaun Locke is a legal technology leader, entrepreneur, and connector. As the owner of Legal Practice Intelligence, Asia Law Portal and the custodian of a network of over 80,000 legal professionals. For over 25 years, Shaun has worked with law firms and accounting practices harnessing technology to work smarter, safeguard information, and deliver better outcomes for clients.

His expertise spans practice management systems, CRM, information management and security, transaction management, knowledge and expertise management, eDiscovery, finance automation, and AI-driven solutions. Shaun has a proven track record of introducing innovative solutions that transform how legal and accounting practices operate into the future.