RunSensible
Case Management Software for Attorneys and Law Firms
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Latest posts
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Real Estate Wire Fraud Prevention: A Law Firm Checklist for Verifying Closing Funds
Build a clear pause, check, and approval process before closing money leaves the account. The closing deadline is near. A message arrives with new bank details and a request to send funds now. It uses the right property address and looks like part of the existing email thread.…
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Legal Document Version Control: A Practical Workflow for Drafts, Redlines, and Signed Copies
Keep the working draft clear, review changes with confidence, and preserve the exact document that was signed. A client signs an agreement. Minutes later, someone finds another copy with a different payment clause. Both files say “final.” The problem began before signing, when…
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Legal Deadline Verification Checklist: From Trigger Date to Calendar Review
Confirm the source, check the date count, assign the work, and keep proof that the deadline was met. A filing date appears in the calendar, but nobody can explain how it was calculated. The lawyer assumes the clerk checked it. The clerk assumes the lawyer approved it. Both…
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Evergreen Retainer Replenishment: A Law Firm Workflow for Low Trust Balances
A client’s trust balance can look healthy at the start of a matter and become thin after one invoice and a week of new work. Retainer replenishment is the process of asking the client to add funds under an agreed evergreen retainer arrangement. Done well, it gives the client a…
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AI-Generated Legal Drafts: A Verification Checklist Before Filing or Sending
A polished draft can still name the wrong party, misstate the record, or cite a case that says something else. AI-generated legal drafts need the same professional judgment as any other work product, plus targeted checks for errors that generative tools can introduce. The person…
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When a Client Disputes a Legal Bill: A Law Firm Response Workflow
A client writes, “I do not recognize this charge.” The legal bill is due next week, and the lawyer has a filing due sooner. Who checks the charge? What happens to a payment reminder while the firm investigates? What should the lawyer say to the client? A disputed legal bill…
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Law Firm WIP Aging: How to Review Unbilled Work Before It Becomes a Write-Off
An old time entry can sit in a billing system for months without becoming an invoice. Perhaps the lawyer has not approved it. Perhaps the work falls outside the agreed scope. Or perhaps the invoice went out, but the entry was never marked as billed. WIP aging helps a firm find…
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Unclaimed Client Trust Funds: A Workflow for Reviewing Old Balances
An old client trust balance does not become firm income because a matter ended or a check was never cashed. Unclaimed client trust funds need a careful review: confirm the balance, identify the person entitled to it, try to reach that person, and follow the rules that apply to…
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Law Firm CRM Data Cleanup: Remove Duplicates, Fix Stale Leads, and Protect Your Pipeline
Law Firm CRM Data Cleanup: Remove Duplicates, Fix Stale Leads, and Protect Your Pipeline A CRM can look busy while hiding a weak pipeline. The same prospect may appear three times. A consultation from six months ago may still sit in “New Lead.” One record has the right phone…
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Law Firm Pre-Bill Review Checklist: Catch Errors Before Invoices Go Out
A client should not be the first person to spot a repeat entry, vague note, wrong rate, or odd charge. A law firm pre-bill review gives the firm one clear chance to fix those problems before a bill leaves the office. The review should be more than a partner scanning the total…