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
  3. Enter client and case information.
  4. Select Next
  5. Search for and Select a firm to send your referral to.
  6. Select Next.
  7. Define the terms of the referral. This includes response time, fees, reference IDs, and the sender.
  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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