After reviewing a case's information, you might determine the case is not right for your firm. Many firms choose to refer out cases using Litify Referrals Network to collaborate with hundreds of law firms that use Litify daily, and grow their referral business.

Note: You cannot refer out intakes that began as received referrals. You can only refer out intakes that originated as intakes at your firm.


1. Open an intake. In Litify Actions, click Refer Out.
referral_.png
 

2. Fill out the "Refer Out" window as you would with any new referral. Choose the handling Firm Name, response time before the referral expires, and agreement type you have established with the firm. Click Confirm

Note: "Use default" response time is seven days. The referral will expire in seven days.

referral2.png
 

Note: If the intake does not have a Case Type or Case State, you will see this message. You must complete these fields to send this referral.

referral3.png
 

Field Mapping


When you refer out an intake, certain fields map from the intake record to the new referral record.
 

Intake Field Label Intake Field Name Intake Field Type Mapped Referral Field Label Mapped Referral Field Name Map Referral Field Type
Case Address 1 litify_pm__Case_Address_1__c Text(255) Case Address 1 litify_pm__Case_Address_1__c Text(255)
Case Address 2 litify_pm__Case_Address_2__c Text(255) Case Address 2 litify_pm__Case_Address_2__c Text(255)
Case City litify_pm__Case_City__c Text(255) Case City litify_pm__Case_City__c Text(255)
Case Postal Code litify_pm__Case_Postal_Code__c Text(255) Case Postal Code litify_pm__Case_Postal_Code__c Text(255)
Case State litify_pm__Case_State__c Picklist Case State litify_pm__Case_State__c Picklist
Case Type litify_pm__Case_Type__c Lookup(Case Type) Case Type litify_pm__Case_Type__c Lookup(Case Type)
Description litify_pm__Description__c Long Text Area Description litify_pm__Description__c Long Text Area
Incident Date litify_pm__Incident_Date__c Date Incident Date litify_pm__Incident_date__c Date
Referral litify_pm__Referral__c Populated Intake litify_pm__Intake__c Lookup(Intake)*

*Populated with Intake ID.

Additionally, these fields from the party record (Client field on the intake) populate the client information fields on the referral record:

Party Field Label Party Field Name Party field type Referral Field Label Referral Field Names Referral Field Type
Billing Address BillingAddress Address Client Address 1 Client_Address_1__c Text(255)
Billing Address BillingAddress Address Client City Client_City__c Text(255)
Email Email__c Email Client email Client_Email__c Email
Account Name Name Name Client First Name Client_First_Name__c Text(255)
Account Name Name Name Client Last Name Client_Last_Name__c Text(255)
Phone Mobile Phone_Mobile__c Phone Client phone Client_phone__c Phone
Billing Address BillingAddress Address Client Postal Code Client_Postal_Code__c Text(255)
Billing Address BillingAddress Address Client State Client_State__c Picklist


The new outgoing referral opens, verifying you successfully created a referral.

Next article:

Check a Sent Referral's Status 

Was this article helpful?
0 out of 0 found this helpful