Sending referrals is one of the primary ways you can grow your business and expand your referral network on Litify Referrals. When you send a referral it is stored on your Outbound Referrals page. You can locate comprehensive information about all of your sent referrals, and manage them in a single application on your Outbound Referrals page. This section outlines the major processes involved with outbound referrals.

Direct link: https://referrals.litify.com/outgoing
Members can view the cases they have referred out.
Administrators can view every case their firm has referred out. 

You can sort your outbound referrals by status, or search for a particular referral via client’s name, phone, or email. 

The tabs are:

Ref #: Automatically-generated internal reference number
Client: the client whose case you referred out
Case Type: the type of case you referred out
Case Location: the location where the incident occurred
Sent On: the date you sent the referral
Last Updated: the last time the handling firm updated the case
Status: the status of the case, based on the handling firm’s actions 
Handler: the receiving firm or handling firm
Actions: the actions you can perform on an outbound referral 


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Next article:
Send a Referral on Referrals Web App





 

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