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
- Log in to Litify Referrals.
- Select New Referral.
- Enter client and case information.
- Select Next.
- Search for and Select a firm to send your referral to.
- Select Next.
- Define the terms of the referral. This includes response time, fees, reference IDs, and the sender.
- Select Next to confirm the referral details.
- Send.
You can review all sent referrals from the Outbound Referrals page.
