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About Retainer/Referral
The Retainer/Referral screen allows for the viewing and recording of retainer and referral information in the case.
To enter Retainer/Referral information:
View previously entered Retainer information.
Select ADD RETAINER. The Edit Retainer pop-up will appear
View previously entered Fee Sharing Counsel.
Add COUNSEL. The Edit Counsel pop-up will appear.
View previously entered Referral information.
Select ADD PAID ADVERTISING. The Edit Advertising pop-up will appear.
Select ADD OTHER REFERRAL. The Edit Other Referral pop-up will appear.
Select ADD REFERRING ATTORNEY. The Edit Referring Attorney pop-up will appear.
View previously entered Refer Out/Sub Out information.
SELECT REFER-OUT FIRM.
Select ADD REFERRED OUT ATTORNEY. The Edit Referred Out pop-up will appear.
Select ADD SUB OUT/DUAL REP ATTORNEY. The Edit Sub Out pop-up will appear.
Select ADD WORKERS COMPENSATION ATTORNEY.
Select ADD PRIOR ATTORNEY.
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To edit any of the information, select the pencil icon To delete any of the information, select the x icon |
