Sometimes the original firm you referred a client to turns down the opportunity or does not respond before it expires. You have the option to refer another firm or close the referral.
How to Refer a Rejected Referral to Another Firm
- Log in to Litify Referrals.
- Navigate to Outbound Referrals.
- Find the referral you wish to re-refer.
- Select Requires Action.
- Select Choose a New Firm.
- Search for and select a new firm.
- Select Next.
- Define the referral's settings, such as your fee.
- Select Next.
- Confirm and submit the referral.
Alternatively, you can select Give Up to close the referral.
