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Provide Referral Instructions to Partner Firms

Providing specific referral instructions to your partners can aid in conversion of those leads and more efficient processes on both sides

What are Referral Instruction?

Referral instructions are inputted for the firm receiving the referral. Sending firms cannot currently update their partners for them.

Referral instructions can be anything from a warm transfer number to questions to ask before transferring to a bit more information about what types of cases you want to receive. For example, if you're a firm that wants to receive only motorcycle accident injuries, you would have to select a case type of "automobile incident" but could specify in the instructions that only motorcycle accidents should be included.

This is also a great place to include warm transfer numbers so firms can transfer their intake call live to your team increasing the possibility of conversion 

Updating Referral Instructions

Referral instructions come in two varieties in Case Xchange, general referral instructions and firm relationship specific referral instructions

Updating General Referral Instructions

  1. As a firm admin or account manager, navigate to settings

  2. Within the "Firm Profile" tab update the "General Referral Instructions"
  3. Don't forget to click "Save Firm Settings" at the bottom of the page

Updating Firm Specific Referral Instructions

  1. As a firm admin or account manager, navigate to private network
  2. Click "Manage Relationships" in the top right corner
  3. Edit the receiving (purple arrow) or mutual relationship with a specific firm by clicking the pen and paper icon
  4. Update the specific "Referral Instructions" and click "Save Changes" when done