Select from the Type radio buttons.
Select the Plaintiff Name.
Select the Refer Out Law Firm.
Select the Refer Out Attorney.
Select the Client Contact Date.
Enter Their Case #.
Select the Ref/Co-Counsel Out Date.
Select the Acceptance Date.
Select the Rejection Date.
Select from Are they using our Retainer?
Select the Retainer Date.
Select the Fee Split Sent date.
Select the Fee Split Received date.
Select the Confirmation Letter Sent date.
Select the Letter Received date.
Enter the Referring File#.
Select from Is Fee Paid?
Select the Paid Date.
Select from Percentage/Fraction and Amount. Enter any additional information.
Enter any applicable Comments.
Select SAVE to add Referred Out Attorney information.
Otherwise, select CANCEL to return to the previous screen.
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