Users can send referrals to other firms already in their network and firms they wish to invite into the network.

How to Send a New Referral

  1. Log in to Litify Referrals.
  2. Select New Referral
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  3. Enter client and case information.
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  4. Select Next
  5. Search for and Select a firm to send your referral to.
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  6. Select Next.
  7. Define the terms of the referral. This includes response time, fees, reference IDs, and the sender.
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  8. Select Next to confirm the referral details.
  9. Send.

You can review all sent referrals from the Outbound Referrals page.

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