About Adding a Referral Source

The Referral Source tab is where you select the advertising source or contact that referred the case to your firm.

To Add a Referral Source:

Enter any Paid Advertising.
Select the Source of Advertisement from the dropdown.
Every active contact in the Contacts List with Advertise as the contact type will be listed.
Enter any relevant Comments.
Enter a Referring Attorney.
Select the Law Firm.
Select the Attorney.
Enter any relevant Comments.
Enter any Other Referral.
Select the Source Name.
Select the Relationship.
Enter any relevant Comments.

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Incomplete Intakes