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.
- Navigate to the Referrals tab.
- Select a referral with a Pending status.
- Find Litify Actions > select Send Again.
- Select a firm and define agreement details.
- Select Confirm to send.
Alternatively, you can select Give Up to close the referral.