Leads

A lead is a person or organization that may become a client of your law firm. The lead may have already shown interest in your legal services, or they may be someone your firm wants to contact because they could need your services in the future. A lead usually includes basic contact information, such as a name, email address, phone number, or other details that allow your firm to follow up with them. The purpose of managing leads is to help your firm turn potential clients into actual clients. RunSensible allows you to keep all lead information in one place, track each lead’s progress, and manage the steps needed to move the lead through your firm’s lead pipeline. The lead pipeline shows the path a lead follows before becoming a client. By using this process, your firm can organize lead details, communicate with leads more effectively, assign responsibility to the right person, and follow up at the right time.

FAQs

A lead represents a potential client who has not yet engaged your services, while a client refers to someone who has signed a contract or agreement with your firm.

Yes. RunSensible’s lead source tracking feature makes it easy to identify and monitor where your leads are coming from, whether it’s email campaigns, social media, website forms, referrals, etc. To view the source of a specific lead, go to the Leads section, click on the lead’s name, then navigate to the Information tab. You’ll find the source listed in the dropdown menu under Source.

Absolutely! RunSensible includes email marketing and automation tools that let you send personalized email sequences, newsletters, and updates to nurture leads through every stage of your pipeline.

Yes, RunSensible makes it simple to integrate website forms and landing pages directly with your account, ensuring all submitted information is automatically added to your Leads section. To set this up, go to Settings, click on Web, and select either Web-to-Lead or Landing Page to configure your integration.

Absolutely! To create a new email template in RunSensible, navigate to Settings > Documents & Emails > Email Templates and click on Create Template. This will open the New Email Template panel, where you can name your template, add a subject line, select a lead category and category variable, attach files if needed, and compose your email content. Once everything is set, simply click Save to finalize your template and have it ready for streamlined communication.

To use your saved email templates, go to the Leads section and select the specific lead you want to contact. Next, click on the Email button located in the left corner of your screen. Enter the required details, then select your desired template from the Saved Email Templates dropdown menu.

Yes, to set up permissions for a specific lead, navigate to the Leads section and select the lead you want to manage. Click on the Permission button located at the top-right corner of the screen. From there, select the Team option and assign the lead to a team by choosing the appropriate team from the dropdown menu.

Yes, each lead interface features a pipeline at the top, allowing you to customize your stage proceedings. To set up your own pipeline, go to Settings > Contacts & Leads > Lead Status. Here, you can add new stages, edit existing ones, or remove stages that are no longer needed. Additionally, you can rearrange the order of the stages to align with your workflow.

Certainly. To proceed, navigate to the Leads section and select your desired lead. On the left corner of your screen, click the Task button. This will open a new panel where you can create a task by entering all the necessary details. Once completed, click Save to finalize and store the task.

Yes. To follow through, navigate to the Leads section and select the lead you want to review. Click on the Communication tab to view all communication details associated with that lead.

Go to the Leads section and select the desired lead. Then, click on the Documents tab. You can either click the Upload File button at the center of your screen or select Upload from the corner of your screen to add a file.

Accessing Lead List

To view the leads you have previously added, click on the Leads located in the left-hand side menu.

Creating and Adding Information to a New Lead

To create a new lead, click on the New button at the top right corner of your screen.

Lead Information Columns

The main columns in the Leads table show the key information saved for each lead.

Sorting Leads

In Table View, users can sort leads by clicking the name of a column.

Deleting and Recovering Leads

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

Customizing Lead Views

After saving, your new lead will appear in the Leads list alongside your existing leads. Here, you can view your leads in two different ways.

Using Quick View and Detailed View for Leads

In Table View mode, each lead has two buttons on its left side. The first is the Quick View button. Clicking this button opens a small panel on the right side of the Leads panel, offering a brief overview of the selected lead.

Merging and Deleting Leads

The Convert button under Quick View enables you to transform a lead into a contact.

Exporting and Managing Leads

The Export Excel button enables you to generate an Excel file that contains all the information related to the selected leads.

Searching for Specific Leads

In the top middle of this list, there is a Search box, which you can use to quickly find a specific lead. Enter the name or keyword associated with the lead you are looking for, and the search function will help you locate it instantly.

Using Board View for Managing Lead Stages

To better manage and visualize the progress of your leads, you can switch to the Board view by clicking the Board button in the top right corner of your screen.

Lead Status

With RunSensible, you can manage all your leads in a way that helps convert them into clients. Once a lead is added to your list, you must decide their path and establish a process to turn them into clients.

Managing Lead Communications and Tasks

Under the lead’s name, the system displays action buttons that allow the user to communicate with the lead or create related activity records. These buttons may include Email, Meet, Task, Note, Log, Call, and SMS, depending on the available system settings and permissions.

Lead Detail Tabs

The Lead Detail Tabs in RunSensible provide a centralized view of all information related to a prospective client. Each tab is designed to organize key details

Lead Detail Action Buttons

At the top right side of the lead detail panel, there are action buttons that allow the user to manage the lead more quickly.

Filtering, Archiving, and Favoriting Leads

At the top right, you will find several buttons that provide various functions.  Starting from the right, just after the New button, you will see the Filter button.