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

lrn1.png


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 Email__c Email Client email Client_email__c Email
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.

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