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.

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.