Matters

RunSensible’s Matters feature offers a centralized system for managing all aspects of legal cases, allowing you to organize and track important details in one place. This system securely stores all case-related documents, such as legal briefs, contracts, and court filings, making them easily accessible when needed. It also helps maintain a comprehensive record of communications, including client interactions and opposing counsel correspondence. The feature tracks important deadlines like court dates and filing schedules, with reminders and task management tools to ensure nothing is missed. By breaking down cases into manageable tasks, you can monitor progress and stay organized throughout the legal process, keeping all relevant information, documents, and timelines in one location for efficient case management.

Accessing the Matters Feature

To access and manage your legal cases, start by clicking on Matters located in the menu on the left side of your screen. This will bring up a list of all the cases you have previously created.

Creating a New Matter

Using RunSensible you will be able to create matters in no time, have quick and easy access to every one of them, and manage them as you wish.

Deleting and Recovering Matters

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

Closing and Reopening Matters

Managing your matters efficiently is essential for staying organized. If you have matters that no longer need to appear on your active list—whether they’re completed or inactive—closing them is the perfect solution.

Assigning an Originating Attorney

To specify the attorney who is responsible for bringing the business to the firm, you can click on the Originating Attorney section and choose the attorney from the list of your firm’s attorneys

Setting a Budget for the Matter

You can set a budget for the matter within the form. In the Budget box at the top of the form, you can specify the financial resources allocated for handling the case, including projected costs for legal fees, expenses, and other related costs.

Linking a Client to a Matter

After assigning the attorney, you will need to link the client associated with the matter.

Assigning a Responsible Attorney

Next, you will need to assign a responsible attorney for the matter. To do this, locate the Responsible Attorney dropdown menu within the form.

Selecting Practice Area

To specify your area of practice, navigate to the Practice Area section and select an option from the dropdown menu, which contains a list of all practice areas stored in your system.

Creating a Matter Pipeline

Once the client is selected, you must assign the appropriate matter pipeline. The pipeline helps categorize and track the progress of different types of cases.

Assigning a Matter Pipeline

Once the client is selected, you must assign the appropriate matter pipeline. The pipeline helps categorize and track the progress of different types of cases.

Tracking Important Legal Dates

When managing a legal matter, it is essential to track key dates that mark different stages of the case.

Setting Limitation Notifications

Next to the Limitation Date box, there is a toggle button labeled Statutes of Limitations Date.

Managing User Permissions for a Matter

At the bottom of the form, you will find the Permission section. This section allows you to control which users have access to the matter.

Handling Conflicts of Interest

After clicking the Save button, you may encounter a warning indicating a potential conflict of interest.

Viewing Your Matters in Table View or Board View

Once your matter is saved, it will be added to the Matter List, where all your cases are organized and accessible.

Sorting Matters by Columns in Table View

Once your matter is saved, it will be added to the Matter List, where all your cases are organized and accessible.

Customizing Columns in Table View

To customize these columns, start by clicking the Grid Customization button located at the top left corner.

Quick Actions in Table View

In this mode, two buttons on the left side of each matter provide quick actions.

Filtering Matters in Table View

The first button on the right is the Filter button, which allows you to filter your matters based on various criteria.

Navigating Through Matter Pages

When you are in the table view mode, the default setting is configured to display 30 leads per page.

Switching to Board View

You can switch to the Board View mode to gain better control over the status of each matter.

Managing Matters in Board View

In this mode, each stage of the pipeline you have selected is displayed as a column, with the matters corresponding to each status listed under the appropriate column.

Accessing Client Profiles from Board View

In Board View mode, you can identify the client associated with each matter by looking at the hyperlink located at the top of the matter card.

Marking a Matter as a Favorite

Under the picture, you will see the name of the matter displayed. To the right of the matter name, there is a star-shaped button.

Sending Emails from the Matter Details Panel

The first button available is the Email button. By clicking on this button, you can send an email directly to the client associated with the matter.

Scheduling Meetings with the Meet Button

Clicking on this button will open the New Event panel, where you can schedule a meeting related to the matter.

Setting Reminders for Meetings

By default, a reminder is set to notify all attendees about the meeting 30 minutes before it starts, both via email and SMS.

Adding Notes to a Matter

By clicking on this button, you can add both textual and voice notes to the matter, allowing you to document important information, reminders, or observations related to the case.

Tagging and Categorizing Notes

When adding a note, you can enhance organization by applying tags to categorize and organize your notes, making it easier to retrieve specific information later.

Adding Logs for External Actions

The next button is the Log button. This button allows you to document actions or events that occurred outside the software but are important to capture within the system.

Creating a Bill for a Matter

By clicking on Bill button, you can create a bill for your client, incorporating the timesheets that reflect the time spent on the case.

Setting Bill Reminders for Clients

By default, the software is set to send a reminder to the client to pay the bill one week before the due date.

Managing Trust Requests

The next button is the Trust button. By clicking on this button, you can request a specific amount of trust money from your client.

Overview of Basic Matter Information

At the bottom of the left side of the matter detail panel, you will find a quick view of all the basic information related to the matter.

Information Tab Overview

The first tab is the Information tab. By selecting this tab, you can access all the fields containing information related to the matter.

Custom Fields

Information Tab features specific fields. These fields are where you input the necessary information when creating these entities or add some further information after creating them.

Adding and Managing Tasks in the List Tab

The next tab is the List tab. Under this tab, you can view each status of the matter’s pipeline, organized into different sections.

Tracking Communication in the Communication Tab

The next tab is the Communication tab, where you can view every interaction related to the matter, including notes, emails, events, and logs.

Managing Meetings in the Events Tab

The next tab is the Events tab. In this tab, you will find a comprehensive list of all meetings and events associated with the matter.

Customizing Intake Forms for a Matter

The next tab is the Events tab. In this tab, you will find a comprehensive list of all meetings and events associated with the matter.

Managing Contacts in the Parties Tab

The next tab is the Events tab. In this tab, you will find a comprehensive list of all meetings and events associated with the matter.

Overview of Bills and Trust Funds in the Bill Tab

The Bill tab offers a comprehensive overview of all financial transactions related to the matter.

Uploading and Managing Documents in the Document Tab

The next section you will encounter is the Document tab, which is designed to help you manage all the documents related to a specific matter.

Recording Expenses in the Expense Tab

The next tab is the Expense tab. Within this tab, you can manage all costs related to a specific matter.

Differentiating Between Hard and Soft Expenses

Expenses can be divided into two main categories: hard expenses and soft expenses.

Adding Soft Expenses to a Matter

To add a general expense, first click the Add Soft Expense button at the top of the screen. This will present you with two options: to either create a new expense or choose an existing one.

Adding Hard Expenses to a Matter

To include a hard expense, click on the Add Hard Expense button.

Tracking Financial Activity in the Transaction Tab

The Transaction tab provides a comprehensive overview of all financial activities related to this case.

Adding Timesheets for a Matter

To add a new timesheet for this matter, click on the Add Timesheet button located at the top left. After clicking this button, you will be prompted to enter the time duration using the Duration panel.

Assigning a Flat Rate to a Matter

The next feature is the Flat Rate button, which allows you to assign a flat rate to the matter at hand. When you click this button, a panel will open, providing options to configure the flat rate according to your needs.

Viewing and Sorting Activities in the Timeline Tab

The next section you will encounter is the Timeline tab, which provides a comprehensive and detailed record of all changes and actions related to a specific matter.