Refer-Out Rules

The Refer-Out Rules page contains a list of firms to which your firm commonly refers cases and firms that commonly refer cases to your firm. It is used when marking a case as referred out from the Retainer/Referral page using the Select Refer-Out Firm button. This feature makes referring cases to your partner firms quick, consistent and efficient. It also provides access to the Referral Law Firm Portal to both firms that have referred cases to your firm, and firms to which you have referred cases.

The Structure of This Page

New Rule button: Button used to create a new refer-out rule. See Adding A Refer-Out Rule.
Firm Name: The name of the law firm the rule was created for.
States: The states that the law firm will accept cases from.
Included Case Types: The case groups/types this firm accepts.
Excluded Case Types: The case types within a particular case group that the firm does not accept.
Emails: The email(s) that will be used to contact that firm and send referral summaries to.
Priority: The priority with which cases should be referred to that firm, ranging from Low to High.
Comments: Any comments related to referring cases to this firm.
Portal: The link to the Referred Case Portal for this firm. For more on this please see Referral Law Firm Portal.
Actions: An action column containing an Edit Icon, a Delete Icon and a Referral Law Firm Portal icon.

Editing a Refer-Out Rule

To edit a refer-out rule:

Click the Edit Icon in the Action column of the row representing the rule you wish to edit. This will bring up an Add/Edit panel for refer-out rules, with the existing information filled in.
Fill the fields in with your desired information.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

Deleting a Refer-Out Rule

To delete a refer-out rule:

Click the Delete icon in the Action column of the row representing the rule you wish to delete. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
If you decide you do not wish to delete the rule, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.

Adding a Refer-Out Rule

To add a new refer-out rule:

Click the New Rule button. This will bring up an Add/Edit panel for refer-out rules, blank except for defaults.
Fill the fields in with your desired information.
Click Save to save the rule and close the panel.
If you decide you do not wish to save the rule, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

The Add/Edit Refer Out Rule Panel

The Add/Edit Refer Out Rule Panel allows you to fill in the details of a refer-out rule. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:

Case Groups: Dropdown, allowing you to choose multiple case groups to which this rule applies (in addition to the types selected in Include Types).
Include Types: Dropdown, allowing you to choose multiple case types to which this rule applies (in addition to the groups selected in Case Groups).
Exclude Types: Dropdown, allowing you to choose multiple case types to which this rule does not apply, even if selected in Case Groups or Include Types.
Firm: Contact-list dropdown, from which you are required to choose the law firm to which cases can be referred.
State: Checkbox-select dropdown, which determines the case states to which this rule applies. If this field is left blank when the rule is saved, All States will be automatically selected.
Priority: Dropdown, allowing you to choose the priority level of the firm among the possible options (High, Low, Medium) when making a referral. If this field is left blank when the rule is saved, Low will be automatically selected.
Default Fee [Percentage]: A dropdown allowing you to select the default percentage of the fee to be assigned to cases referred out to that firm.
Default Fee [Amount]: A field allowing you to add the default amount of the fee to be assigned to cases referred out to that firm.
Email Contacts: Check-box select list, which allows you to choose the email addresses to which the referral summary of the case will be sent when making the referral. You can choose from each employee of the law firm in the Firm field with a primary email address in their Contact Card. Clicking the Edit Contacts hypertext will open the Contact Card of the law firm in the Firm field, allowing you to add employees. Clicking the Refresh hypertext will repopulate the list, in case you have added a new employee using the Edit Contacts hypertext.
Comments: Any comments about the rule.