Setting Up/Managing Referral and Co-Counsel Firms & Sending Referrals Follow
Legal CRM allows you to configure Referral Firms and Co-Counsel Firms in your custom portal that can be used for quickly sending lead/case records as referrals, or adding Co-Counsel firms for settlement disbursement and tracking.
Configuring Referral Firms
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.
Updating Referral Firms and Referral Types
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 pencil icon to the left of the firm name and ID.
To delete an existing Referral Firm, click on the 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 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 X icon that appears to the right of that Firm Type.
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 Action Menu button.
Now in the Finance tab, under Firms and Fee Splits section, in the Refer a Case tab, Use the dropdown 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.
Adding Referral or Co-Counsel Firms to Lead/Case Records
Legal CRM also allows you to manually add firms to a record using the Firms and Fee Splits grid or using Legal CRM's import wizard.
To add a new firm to a lead/case record directly from inside of the record, click the "Add Firm" button in the "Firms and Fee Splits" section under the Finance tab.
Next, select the firm type of the firm you are looking for using the "Firm Type:" drop down. Then, select the firm name from the "Firm:" drop down. If you need to override the fee share percentage on file for that firm, enter in the override percentage using the "Override Fee Share %" field.
NOTE: The overall fee share on a record must equal 100%. This means the sum of the fee share of Our Firm plus any and all 3rd party firms must equal 100%.
You may also add firms to lead/case records and update override percentages via Legal CRM's import wizard.
To learn more about how to use Legal CRM's import module, please click here.
To add firms to a record, make sure to reference the firm name on your spreadsheet and perform an Update import.
NOTE: For Update imports, it is always recommended to reference either the Lead ID or Case ID on your import spreadsheet.
The firm name on your spreadsheet must match a firm name that exists in the “Manage Referral Firms” page exactly. Your firm name should be mapped to the "Referral Firm" field.
If you need to apply an override percentage to specific records, your spreadsheet must reference the firm name and the specific override percentage. The override percentage should be mapped to the "Override Referral %" field.
NOTE: You may not update the firm fee share of your firm via the import wizard. You may only update the firm fee share of 3rd party firms using the Override Referral % field. In addition, if the requested update will cause the total fee share to exceed 100%, the update of that record will be aborted.
If you need further assistance, then please contact Legal CRM Support to assist you further.
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