Administrators receive automated emails about every case. Members receive automated emails about cases assigned to them.
Automated Email Triggers
For Originating Firm
Administrators receive an automated email when a referral is:
- Created
- Declined/Turned Down
- Expired
- Signed Up
- Updated
Members receive an automated email when:
- They create a referral
- A referral they created is declined or expires
- A referral they created is signed up or updated
For Handling Firm
Administrators receive an automated email when a referral is:
- Received
- Investigated
- Declined or turned down
- Expired
- Updated
Members receive an automated email when:
- They receive a referral
- They investigate a case
- A case assigned to them expires
- They decline, turn down, or update a case assigned to them
For Active Referrals
All inbound referrals trigger an update request email every six weeks. These emails are sent to both administrators and the referral's owner.
For BCC on All Referral Emails
Members with BCC privileges receive all administrator emails as well as emails they would normally receive.
