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
- Log in to Litify.
- Navigate to Referrals > + New Referral.
- Complete the client and case details.
- Select Continue.
- Select a handling firm and define referral details (fee arrangements).
- Select Continue.
- Review and Send.
