When sending a referral, a firm administrator must send the referral. Its status is pending until an administrator sends the referral.Let my firm admin(s) chooseWhen a user selects
1. Locate the pending referral and click on its name. Click Send in Litify Actions.
2. Complete the "Send this Referral to a Firm?" window. Select the firm name, response time, and agreement. Click Confirm.
You successfully sent a pending referral.
Additional articles:
Check a sent referral's status
