Contacts & Institutions

In RunSensible, the Contacts section serves as a centralized hub for essential contact information, including details related to matters, billing preferences, and associated documents. This feature allows you to efficiently view, add, and categorize contacts, ensuring that individuals connected to your legal practice are easily accessible and organized within the platform.

Similarly, the Institutions section in RunSensible centralizes information about the organizations your firm interacts with, capturing details like contact types, phone numbers, and designated institution handlers. This section is designed for seamless viewing, addition, and categorization of institutional contacts, making it simple to manage and access all relevant organizations connected to your practice in an organized manner. Together, these sections ensure that both individual and business contacts are well-structured and readily available to enhance your legal operations.

FAQs

Contacts refer to individual clients, leads, or anyone you interact with directly in your legal practice, while institutions refer to organizations, companies, or entities you interact with, such as law firms, corporations, government bodies, or insurance companies.

Start by navigating to the Contacts section. Locate the contact you want to upload the file for using the search bar or scrolling through your list, then click on their name to open their profile. Inside the contact’s profile, go to the Documents tab. Click the Upload File button and select the file from your device. The uploaded file will now appear in the Files section of the contact’s profile, where you can view, download, or manage it as needed.

You can use tags to categorize contacts and institutions. For instance, you can tag Contacts as Clients or Referral Sources and Institutions as Law Firms or Insurance Companies.

Yes, you can bulk import contacts and institutions using a CSV file. Navigate to Settings > Import/Export, upload your file, map the fields, and complete the import process.

Yes. To do this, navigate to the Settings and select the Import/Export option. From there, choose the Export feature and specify whether you want to export contacts, institutions, or both. You may be given options to filter the data, such as exporting specific tags, categories, or date ranges. Once you’ve set your preferences, click the Export button, and the data will be generated as a CSV file. This file can then be downloaded to your device for other applications or backup purposes. For added convenience, the exported data is typically organized to include key details such as names, contact information, and associated institutions.

To update a contact or institution, navigate to the Contacts or Institutions section. Use the search bar or scroll through the list to locate the specific contact or institution you wish to update. Then, click on the name to open the profile, then navigate to the Information tab. You can modify details such as the name, email, phone number, address, or tags here. Once you’ve made the necessary changes, click save to apply the updates.

To delete a contact or institution, locate the entry you wish to remove and open the profile by clicking on the name. Look for the trash icon at the top of the profile page. Click the icon, and when prompted, confirm the deletion. Please note that deletions are generally irreversible, so ensure the information is no longer needed before proceeding.

Yes, RunSensible automatically logs communication history, including emails, calls, and messages, for both Contacts and Institutions. Navigate to the profile to view the communication timeline.

Start by navigating to the Contacts section and selecting the desired contact by clicking on their name to open their profile. Within the contact profile, click the Meet button to initiate the scheduling process. Enter the required details for the new event, including the title, date, time, location, and purpose of the meeting. You can also include notes or additional information to provide context. Once saved, the appointment will be automatically linked to the contact’s record and will also appear in the general appointments calendar, allowing you to view or manage it from either location.

Use the search bar at the top of the Contacts or Institutions section. You can search by name, email, phone number, tags, or other filters.

RunSensible integrates with various tools like Outlook and Gmail allowing seamless syncing of Contacts and Institutions. Check the Calendar Integrations section in Settings for details.

Accessing Contacts

To begin, navigate to the left-side menu and click on Contacts. This will bring up the interface where you can handle all your current contacts and add new ones.

Accessing Institutions

Institutions in RunSensible contain essential information about the organizations your firm interacts with, including details like institute types, phone numbers, institute handlers, and more.

Adding a New Contact

Contacts can be added to RunSensible manually. This guide will take you through each step to ensure you can easily add new contacts with all the necessary details.

Customizing Contact Types

Once you are done entering all the basic information, make sure to specify the Contact Type. Contact types help differentiate between individual contacts.

Deleting and Recovering Contacts

To delete your contacts, simply navigate to the Contacts on your dashboard. There are two methods to delete contacts. The first method is to select the contact you want to delete by clicking on its left-side Square.

Importing Contacts into RunSensible

With RunSensible, quickly transfer your existing contact data into the software, ensuring that all your important information is organized, accessible, and ready for use.

Filtering Contacts

On the right side, there are options for filtering and sorting the displayed contacts based on various criteria, such as contact type, creation date, or the assigned handler.

Customizing Contacts List

To customize your contacts list, click on the Customize button on your top left. This button allows you to control which columns are shown or hidden, adjust the order of the titles, and modify the width of each column.