Setting Up/Managing Referral Firms & Sending Referrals Follow
Law Ruler allows you to configure Referral Firms in your custom portal that can be used for quickly sending lead/case records as referrals.
To set up and manage referral firms, users will need the “Firm” user permission. To send referrals, users will need the “Send Referral” user permission.
- Using the blue menu on the left-hand side of the screen, click on “Setup”.
- Navigate to the “Manage Referral Firms” page.
- Adding a New Referral Firm
To create a new Referral Firm in the portal, scroll down on the page until you see the “Add a Firm” section. All fields denoted with a red asterisk * are required to be filled out in order to add a new Referral Firm. Once all of the information for the firm has been entered, click on the “Create Referral” button.
The next screen that appears will allow you to select which items will be sent to the Referral Firm and also who the referral email will come from and what that email will look like. These settings are configured on a firm-to-firm basis and any selections made will only apply for referrals sent to this firm.
Click the “Save” button in the upper-right corner to finish creating the new Referral Firm.
- Editing, Deleting, and Reassigning Existing Referral Firms
To edit an existing Referral Firm, locate the firm under the “All Firms” section and click on the green pencil icon to the left of the firm name and ID.
To delete an existing Referral Firm, click on the red trash bin icon to the left of the firm name and ID. Please note that you will only be able to delete firms that are not associated with any records. If a referral firm has been added to a record, the red trash bin icon will not appear.
To reassign an existing Referral Firm, click on the blue circular arrow icon to the left of the firm name and ID. Please note that this icon will only appear for Referral Firms that have been added to at least one record. This functionality is useful since Referral Firms that have been associated with records cannot be deleted. However, if all records for that firm are reassigned, you will then have the ability to delete it.
- Adding, Editing, and Deleting Firm Types
To add a new Firm Type, scroll to the very bottom of the page until you see the “Firm Type Setting” section. Click on the “Add Firm Type” button located in the upper-right corner of the section. In the small pop-up that appears, type in the Firm Type name and then click on the “Add Firm Type” button to create it.
To edit an existing Firm Type, locate that firm type and click on the “Edit” option to the left. In the small pop-up that appears, you can edit the Firm Type name. Click on the “Update Firm Type” button to save your changes.
To delete an existing Firm Type, click on the red X icon that appears to the right of that Firm Type.
- Sending Referrals
To send out a referral to an existing Referral Firm, first go into the lead/case record that you would like to refer out. Look for the “Refer a Case” section, located in the Intake/Case Details tab on the right just beneath the Additional Contacts section. Use the dropdowns to help you find the firm you’d like to send the referral to, and then click the “Send it” button to send the referral.
Once a lead/case record has been referred, you will be able to keep track of the status of the referral under the “Firms and Fee Splits” section (also located under the Intake/Case Details tab).