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.

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