Every referral you have signed up is stored on your Active Referrals page. Update, organize, and continue working on referrals on this page. This section walks you through the processes involved with active referrals.
Access your active referrals directly at: https://referrals.litify.com/incoming/active
Members can see the active referrals assigned to them.
Admin/Owners can see every active referral.
Ref #: Automatically-assigned internal reference number in Litify's system
Client: the name of the client
Case Type: the type of case
Assigned to: the user working on the case
Referred by: the name of the originating firm and attorney
Status: the case status
Last Update: the last time you updated the case
Actions: displays the available actions you can take on the case