Users with the correct referrals permissions can perform all of the Litify Actions listed below.
All Referral Actions
Use this action when you agree to contact the client on a received referral. You will see the client's contact information fields after investigating. This action populates the Investigated at field on the referral record.
Decline a case and change its Status to Cancelled. This notifies the originating firm that you have chosen not to work the case.
Use the Send action to send new outgoing referrals. This occurs when a user selects Send to Admin when creating a referral. Administrators can then send the referral.
Use the Send Again action on outgoing referrals that expired or were turned down by a handling firm. Send the referral to another firm on the Litify Referral Network.
You can use the Give Up action on outgoing referrals that expired or were turned down by a handling firm. Case Status is Cancelled. You will no longer be able to work on a referral after giving it up.
Referral actions are made available based on the referral's status.
|Open||Open Matter, Turn Down, Refer Out|
|Working||Open Matter, Turn Down, Refer Out|
|Under Review||Open Matter, Turn Down, Refer Out|
|Turned Down||Open Matter, Refer Out|
|Referred Out||Open Matter, Turn Down, Refer Out|