Send Another Referral to the Same Firm Using Referral Network


On the Referral Network page, you can send a referral directly to a firm you have sent a referral to in the past. This process allows you to review relationship data with a firm to determine the best place to send a referral. Check the favorable rate to pick a firm that often does well with the cases you send it. 



1. Locate the handling firm where you want to send the case. Click Send Referral beneath the Actions tab.  

 

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2. Complete the "New Referral - Client & Case" window.

3. The New Referral - Handling Firm window opens. In the Firm, Attorney or Contact field, the firm is preselected. Click Next.  

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4. Complete the referral as you would any new referral. You have successfully sent another referral to a partner firm via the Referral Network.





 

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