If you decide a case is not right for your firm, you can use the Refer Out action to refer it out to a partner firm in Litify Referral Network. Invite a Firm to Litify on Referrals Pro if the firm you want to refer the matter to is not in LRN. You can only refer out matters that did not originate as a referral from another firm.
Here's how:
1. Open a matter. In Litify Actions, click Refer Out.
2. Complete the "Refer Out" window. Select the firm name, response time, and agreement, and click Confirm. 
3. This updates the Status field to Closed and the Closed Reason field to Referred Out on the matter.
Field Mapping
These fields carry over from the matter to the referral record, and automatically populate the referral:
| Matter Field Label | Matter Field Name | Matter Field Type | Mapped Referral Field | Mapped Referral Field Name | Mapped Referral Field Type |
| Matter Address 1 | Matter_Address_1__c | Text(255) | Case Address 1 | Case_Address_1__c | Text(255) |
| Matter Address 2 | Matter_Address_2__c | Text(255) | Case Address 2 | Case_Address_2__c | Text(255) |
| Matter City | Matter_City__c | Text(255) | Case City | Case_City__c | Text(255) |
| Matter Postal Code | Matter_Postal_Code__c | Text(255) | Case Postal Code | Case_Postal_Code__c | Text(255) |
| Matter State | Matter_State__c | Picklist | Case State | Case_State__c | Picklist |
| Case Type | Case_Type__c | Lookup(Case Type) | Case Type | Case_Type__c | Lookup(Case Type) |
| Incident date | Incident_date__c | Date | Incident date | Incident_date__c | Date |
| Description | Description__c | Long Text Area(131072) | Description | Description__c | Long Text Area(131072) |
| Referral | Referral__c | Lookup(Referral) |
Some fields from the Client (lookup to Party record) on the matter carry over to the referral:
| Party Field Label | Party field name | Party field type | Mapped Referral Field Label | Mapped Referral field name | Mapped Referral field type |
| Billing Address | BillingAddress | Address | Client Address 1 | Client_Address_1__c | Text(255) |
| Billing Address | BillingAddress | Address | Client City | Client_City__c | Text(255) |
| Email__c | Client email | Client_email__c | |||
| Account Name | Name | Name | Client First Name | Client_First_Name__c | Text(255) |
| Account Name | Name | Name | Client Last Name | Client_Last_Name__c | Text(255) |
| Phone Mobile | Phone_Mobile__c | Phone | Client phone | Client_phone__c | Phone |
| Billing Address | BillingAddress | Address | Client Postal Code | Client_Postal_Code__c | Text(255) |
| Billing Address | BillingAddress | Address | Client State | Client_State__c | Picklist |
Next, to keep track of the referral, you might want to Check a Sent Referral's Status.
