You can refer out a matter from a matter's detailed record page.

How to Refer Out a Matter

  1. Log in to Litify.
  2. Navigate to Matters > [Matter Name].
  3. Scroll to the Litify Actions module.
  4. Select Refer Out
  5. Select a handling firm and define agreement details.
  6. Confirm.

You are then redirected to the new referral.

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