Welcome! How Can We Help?

Getting Started

How To Navigate RunSensible, Switch between languages,

Leads

Add, delete, and manage leads, Change permission of prospects, Viewing Emails Related To a Matter

Calendar & Appointments

Create and manage appointments & calendar

Tasks

Create, Edit, And Delete A Task

Sales

Manage items, Invoices, Discount and Taxes, Expenses and Loyalty

Opportunities & Pipelines

Create & manage opportunities & pipelines

Jobs

Create job pipeline templates

Email Marketing

Create email marketing campaign

Support Ticket

Manage Support tickets

Landing Pages

Design landing page, setup Web-to-lead block

Templates

Contracts templates, Invoices/Quotes template designer, Email template designer

Business Phone

Buy a new number, Outgoing calls

Matters

Creating matters, Matter Pipeline, Archiving a matter, Closing and reopening matters, Delete and recover matters, Contingency Fee & Flat Rate Matters, Conflict check

Document

Deleting Document Templates, Create Document Template, Intake form question fields, Email Template

communication

Email Log, Schedule an Email

Integration

Integration with Twillo, Email integration with Office 365

Customize

Custom Fields

Reports