Litify Referrals admins can select firm members to be primary contacts used by other firms in the network. When another firm sends a referral, they have the option to send it generally or to a specific listed primary contact.
How to Define Primary Contacts for Your Firm
- Log in to Litify Referrals.
- Navigate to the Settings Dropdown > Firm Settings.
- Select the Firm Members tab.
- Find a user you wish to set as a primary contact.
- Select Manage Users.
- Toggle ON Primary Contact.
- Save.
