Investigating a referral is the first step in determining whether or not you want to work a case. You are able to view the client's name and contact information after you investigate a case. This indicates that you are interested in learning more about a case.

Members can investigate any referral assigned to them.

Administrators and users with Referral Management privileges can investigate and assign any referral with the Assign & Investigate button. These users can assign cases to themselves with this button.

Note: If a case is referred directly to a member of your firm from the originating firm, only that member is allowed to investigate it.

 

Here's how:


1. Locate the case you are investigating in your New Referral Inbox. Click Investigate below the Actions tab. 
Administrators see the Assign & Investigate button


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Note: The Status tab displays the amount of time until the referral expires. 



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2.  Click Confirm on the "Investigate this Referral?" window.


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3. The Sign Up button now appears in place of the Investigate button.


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4. Click the Ref # link to to find the client's contact information now populated.


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You also receive an automated “Case Accepted" email containing the client’s contact information.Investigating a case changes its status to "To be signed."


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