Complete these steps when a member of your firm clicks Send to Admin when creating a new referral.


1. On your outbound referrals page, locate the new case. Below the Actions tab, click Requires Action


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2. Review the case information, and click Choose a Handling Firm



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3. Fill out the "Choose a Handling Firm" window. Click Next


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4. Fill out the "Referral Settings" window the same way you would with any new referral. Click Next. Review and send your referral.  

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