Referral Actions

March 30, 2020 17:32

Users with the correct referrals permissions can perform all of the Litify Actions listed below.

All Referral Actions

Investigate

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.

Create Intake

Creates a related intake record. The referral fields populate the intake fields. This does not mean you have signed up the case. This action leads to Litify Intakes, and changes the referral Status field to Active.

Note: You cannot turn down a referral after you investigate it. You must create an intake and turn down the intake.

Decline

Decline a case and change its Status to Cancelled. This notifies the originating firm that you have chosen not to work the case.

Send

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.

Send Again

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.

Give Up

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.

Conditions

Referral actions are made available based on the referral's status.

Status	Available actions
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
Converted	Turn Down

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