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

  1. Log in to Litify Referrals.
  2. Navigate to the Settings Dropdown > Firm Settings.
  3. Select the Firm Members tab. 
  4. Find a user you wish to set as a primary contact.
  5. Select Manage Users.
  6. Toggle ON Primary Contact
  7. Save
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