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RedView Client Portal 1.3
Web & Mobile Access for Clients and Business Associates
New Features
Summary of Features

2

• Tailor customer’s portals to their own branding and
colour scheme
• Improved Role based security
• Access to general documents for all clients
• Broadcast firm messages and updates to all clients
• The ability for clients to access their matter
information and documents via iPhone and iPad apps
Define the brand and colour scheme
for individual clients

Make the client’s access visually familiar
and part of their corporate branding

3
Define data access rules by role

Allow different
parties to see or
not see only the
information you
want them to see

4
Secure access to common
documents for all clients

Make those value add documents for your clients
easily available to build the relationship

5
Broadcast Messages to all clients

Keep the client up to date with the
latest news and happenings

6
iPhone Access for Clients
Provide access, anywhere, anytime

7
iPad Access for Clients

8
RedView Client Portal

• Work together with your clients
• Reduce both your and their costs
• Improve client service
• Cement client relationships

9
10

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RedView Client Portal 1.3 now released!!

  • 1. RedView Client Portal 1.3 Web & Mobile Access for Clients and Business Associates New Features
  • 2. Summary of Features 2 • Tailor customer’s portals to their own branding and colour scheme • Improved Role based security • Access to general documents for all clients • Broadcast firm messages and updates to all clients • The ability for clients to access their matter information and documents via iPhone and iPad apps
  • 3. Define the brand and colour scheme for individual clients Make the client’s access visually familiar and part of their corporate branding 3
  • 4. Define data access rules by role Allow different parties to see or not see only the information you want them to see 4
  • 5. Secure access to common documents for all clients Make those value add documents for your clients easily available to build the relationship 5
  • 6. Broadcast Messages to all clients Keep the client up to date with the latest news and happenings 6
  • 7. iPhone Access for Clients Provide access, anywhere, anytime 7
  • 8. iPad Access for Clients 8
  • 9. RedView Client Portal • Work together with your clients • Reduce both your and their costs • Improve client service • Cement client relationships 9
  • 10. 10