You can create a referral directly inside Litify from the Referrals tab. In order for Referrals to send your organization must have Litify Referrals Sync activated.

How to Create a Referral 

  1. Log in to Litify.
  2. Navigate to Referrals > + New Referral.
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  3. Complete the client and case details.
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  4. Select Continue
  5. Select a handling firm and define referral details (fee arrangements).
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  6. Select Continue
  7. Review and Send.
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