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What is The REDI Office?

The REDI Office application for iPad has been crafted using the FileMaker Platform, enabling seamless connections to the REDI Office from a hosted server. This app ensures you stay updated on your practice’s operations while efficiently managing time tracking, billing, and daily tasks. The interface and navigation are designed to be intuitive, eliminating any lengthy learning periods—you can dive straight into using the app! You can easily schedule meetings, assign tasks, and have them added to the Practice Schedule, along with sending reminders to all involved parties. Moreover, the app allows you to create and track notes related to the file’s progress, documenting significant events and discussions as they take place. In addition, it features a shared document repository tailored to fulfill your practice's document management needs, making organization and accessibility a breeze. This all-encompassing solution not only simplifies administrative responsibilities but also enables you to devote more attention to your clients, minimizing the time spent on paperwork. With these tools, your practice can operate more efficiently and effectively than ever before.

What is Core CRM Pro?

Utilizing the strengths of FileMaker's Workplace Innovation Platform, we created Core CRM Pro to manage essential aspects of your business activities. This innovative solution allows for seamless integration with QuickBooks, eliminating the hassle of duplicating the entry of contacts, vendors, and invoices while simplifying your workflows. The versatile CRM provides the convenience of accessing your FileMaker data from an iPad or a web browser, enabling you to easily update contacts, create notes, and issue invoices with great efficiency. By adopting Core CRM Pro, you’re not merely overseeing your data; you are also significantly boosting productivity and driving improvements in your overall business performance. Embrace this powerful tool to transform how you operate and achieve your business goals.

Media

Media

Integrations Supported

Claris FileMaker
QuickBooks Online

Integrations Supported

Claris FileMaker
QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

REDI Analysis

Date Founded

1997

Company Location

Canada

Company Website

www.redianalysis.com

Company Facts

Organization Name

Productive Computing

Date Founded

1996

Company Location

United States

Company Website

www.productivecomputing.com/products/core-crm-pro-filemaker-crm/

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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