Practice Area
Practice Areas in RunSensible help you organize and manage your firm’s legal services efficiently. By setting up and customizing practice areas, you can categorize matters based on the types of legal services your firm provides, such as Real Estate, Family Law, Personal Injury, Immigration, or Civil Litigation. This feature helps streamline matter management, maintain organized records, and make it easier to track and access matters across different areas of your practice.
FAQs
Yes, RunSensible allows you to manage multiple parties for each Matter. To add involved parties, simply click on the Matter name to open its profile. Then, navigate to the Parties tab, where you can easily add new parties.
Yes. Begin by navigating to the Leads section and selecting the specific lead you wish to merge. Click on the lead’s name to open their detailed profile. At the top-right corner of the page, you’ll find a Convert button. Click this button to start creating a matter for the lead. Next, toggle on the Create a Matter for this Converted Lead option. Fill in the necessary information in the provided fields. After completing these steps, the lead will be successfully converted into a matter.
Yes, to track billable hours for a specific matter, start by selecting the matter from your list and clicking on its name to open the detailed profile. Navigate to the Timesheet/Flat Rate tab, where you can view the status of billable hours and monitor progress efficiently.
Yes, RunSensible supports role-based access control. To set permissions, navigate to the Matter section and click on the specific matter name to open its profile. Next, click on the Permission button at the top and select Users. From the dropdown menu, choose the users who need access to that matter, ensuring only authorized individuals can view or manage it.
Yes. First, select your pipeline next to the Table View tab at the top of the page. Then click Board View. On this page, you can view all matter statuses.
Deleted matters in RunSensible are moved to the Recycle Bin rather than being permanently removed. To restore a deleted matter, navigate to the Recycle Bin located at the top of the main page and select the Matter Trash tab. Locate the matter you want to recover, then click the Restore button to retrieve the data and return it to its original state.
To archive a matter, click on the name of the matter you wish to close to access its details. Once inside the matter’s details page, you’ll find its pipeline stages displayed at the top. Simply select Archive, which is the final stage in the pipeline. After clicking Archive, ensure the process is finalized by clicking the Save button. This seals the deal and successfully closes the matter.
Navigate to Settings > Import & Export > Import Data/Export Data > Export Data > Matter. Once you’ve selected the matter, an Export button will appear on the right side of the screen. Click this button to initiate the export process.
Yes, RunSensible automatically backs up your data at regular intervals, ensuring your information is always safeguarded against unexpected data loss. In addition to automatic backups, you have the flexibility to perform manual backups whenever needed. RunSensible also integrates seamlessly with cloud storage services like Dropbox and Google Drive, making it easy to sync and securely store your matter files and documents. For added convenience, you can install the RunSensible Drive on your desktop, providing direct access to store and manage your data effortlessly from your local device.
All backups are encrypted and stored in compliance with stringent data protection regulations, including PIPEDA, GDPR, and HIPAA. This ensures that your matter data remains secure, private, and fully compliant, giving you peace of mind while managing your legal practice.
If you need to transfer trust funds from one client matter to another, open the Matter Profile for the matter you’re transferring funds from, go to the Transactions tab, click Matter-to-Matter Funds Transfer, then select the appropriate matters (source and destination) and complete the transfer.
If you cannot see a newly created matter on the Matters dashboard, the most likely reason is the practice area filter at the top of the page. The Matters page includes a dropdown that filters matters by practice area. When a specific practice area is selected, only matters in that category will be displayed.
To view all matters, change the dropdown filter to All. This will show every matter across all practice areas, including the one you just created. If you switch the filter to All, your matter should appear on the main Matters dashboard.
No. Matter Permissions define who is authorized to access a matter based on ownership, team membership, or firm-wide access. In contrast, Information Barriers explicitly restrict specific users from accessing a matter, overriding any existing permissions. These restrictions help protect confidential information, prevent conflicts of interest, and can be applied for a specific period or indefinitely.