Users interested in an inbound referral can start the process through investigation. Investigation allows your firm to view contact details of the potential client and reach out.

How to Investigate a Referral 

  1. Log in to Litify.
  2. Navigate to the Referrals tab. 
  3. Sort referrals by New status.
  4. Select a [Referral Name].
  5. Find Litify Actions and select Investigate
  6. Select Confirm.
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