Use Referral object to send, receive, and track the status of referrals.
How to Manage the Referral Object
Admins can use this article to manage the access and setup of referral records. This includes adding the object to page layouts as well as managing its record types and fields.
Permission Sets
- Litify Matter User: Can Create, Edit, and View referral records
- Litify Power User: Can Create, Edit, View, and Delete referral records
Page Layouts
Referrals: Referral (Take Action) Layout
Referrals have their own dedicated page layout.
Record Types
- Incoming Referral
- Outgoing Referral
All Fields
| Field Label |
Field Name | Data Type | Indexed | Description |
| Active Referral Transaction | litify_pm__Active_Referral_Transaction__c | Lookup(Referral Transaction) | Yes | lookup to the current referral transaction record based on the transaction between originating and handling firms |
| Agreement Name | litify_pm__Agreement_Name__c | Text(255) | Custom agreement name decided by originating firm when sending the referral | |
| Agreement Type | litify_pm__Agreement_Type__c | Text(255) | type of agreement chosen by originating firm when sending the referral | |
| Case Address 1 | litify_pm__Case_Address_1__c | Text(255) | primary case address | |
| Case Address 2 | litify_pm__Case_Address_2__c | Text(255) | additional address information (apartment number) | |
| Case City | litify_pm__Case_City__c | Text(255) | city where the case occurred | |
| Case Postal Code | litify_pm__Case_Postal_Code__c | Text(255) | postal code where the case occurred | |
| Case State | litify_pm__Case_State__c | Picklist | state where the case occurred | |
| Case Type | litify_pm__Case_Type__c | Lookup(Case Type) | Yes | type of case |
| Client Address 1 | litify_pm__Client_Address_1__c | Text(255) | primary address of the client | |
| Client Address 2 | litify_pm__Client_Address_2__c | Text(255) | additional information about client's address | |
| Client City | litify_pm__Client_City__c | Text(255) | city where the client lives | |
| Client email | litify_pm__Client_email__c | client's email address | ||
| Client First Name | litify_pm__Client_First_Name__c | Text(255) | client's first name | |
| Client Last Name | litify_pm__Client_Last_Name__c | Text(255) | client's last name | |
| Client phone | litify_pm__Client_phone__c | Phone | client's primary phone number | |
| Client Postal Code | litify_pm__Client_Postal_Code__c | Text(255) | client's postal code | |
| Client State | litify_pm__Client_State__c | Picklist | client's state | |
| Description | litify_pm__Description__c | Long Text Area(131072) | description of the referral | |
| ExternalId | litify_pm__ExternalId__c | Number(18, 0) (External ID) | Yes | custom Id added to keep track of case |
| Extra info | litify_pm__Extra_info__c | Long Text Area(131072) | Additional information field | |
| Handling Firm | litify_pm__Handling_Firm__c | Lookup(Firm) | Yes | firm that received the referral, now working on the referral |
| Incident date | litify_pm__Incident_date__c | Date | Yes | the date the case incident occurred |
| Intake | litify_pm__Intake__c | Lookup(Intake) | related intake record if you open an intake from this referral | |
| Investigated at | litify_pm__Investigated_at__c | Date/Time | auto-populated field on both outgoing and incoming referral records when handling firm investigates the case | |
| Litify Status | litify_pm__Litify_Status__c | Formula (Text) | Litify status | |
| Litify.com ID | litify_pm__Litify_com_ID__c | Formula (Text) | auto-generated ID by Litify | |
| LRN Created At | litify_pm__LRN_Created_At__c | Date/Time | auto-generated number by Litify | |
| Matter | litify_pm__Matter__c | Lookup(Matter) | Yes | related matter record if the referral became an intake then a matter |
| Originating Firm | litify_pm__Originating_Firm__c | Lookup(Firm) | Yes | firm that sent the referral |
| Outgoing Expires At | litify_pm__Expires_At__c | Date/Time | expiration date on the outgoing referral | |
| Outgoing Is Anonymous | litify_pm__Is_Anonymous__c | Checkbox | send a referral as anonymous | |
| Reference Id | litify_pm__External_Ref_Number__c | Text(40) | determine an external ID to keep track of a case | |
| Referral Kind | litify_pm__Referral_Kind__c | Formula (Text) | kind of referral | |
| Referrals | litify_pm__Referrals__c | Formula(Number) | ||
| Signed up at | litify_pm__Signed_up_at__c | Date/Time | auto-populated field when the handling firm signs up the intake associated with this referra | |
| Status | litify_pm__Status__c | Picklist | status of the referral | |
| Status Description | litify_pm__Status_Description__c | Formula (Text) | auto-generated description of the status | |
| Suggested Percentage fee | litify_pm__Suggested_Percentage_fee__c | Percent(16, 2) | suggested percentage fee chosen by the originating firm at the time of sending the referral | |
| Sync fail counter | litify_pm__sync_fail_count__c | Number(3, 0) | how many times the sync has failed | |
| Sync last updated at | litify_pm__Sync_last_updated_at__c | Date/Time | time when the sync last connected with Salesforce | |
| Sync Msg | litify_pm__sync_msg__c | Long Text Area(32768) | message associated with the sync status | |
| Sync Status | litify_pm__sync_status__c | Picklist | status of the sync | |
| Sync Status Description | litify_pm__Sync_Status_Description__c | Formula (Text) | further information about the status of the sync |
