AffiniPay

How to indicate a case has been referred to another law firm in CASEpeer:

Navigate to the open file that is being referred out.

Update the case status bar (found in the top right corner of the case) to "Referred Open," "Referred Accepted Open," "Referred Closed" and "Referred Accepted Closed."

- Navigate to the open file that is being referred out.
- Update the case status bar (found in the top right corner of the case) to "Referred Open," "Referred Accepted Open," "Referred Closed" and "Referred Accepted Closed."

<a href="https://intercom.help/affinipay/en/articles/9344031" rel="nofollow noopener noreferrer" target="_blank">Here is the difference Between the Various Referred Case Statuses.</a>

Search and select the name of the law firm that this case is being referred out to.

Optionally, search and select the name of the attorney who the case will be referred out to, enter in a fee or fee percentage amount, and settlement amount.

You can also check the fee is expected box if you are expecting a fee.

Enter any relevant notes associated with the referral.

- A pop-up window will appear.
- Search and select the name of the law firm that this case is being referred out to.
- Optionally, search and select the name of the attorney who the case will be referred out to, enter in a fee or fee percentage amount, and settlement amount.
- You can also check the fee is expected box if you are expecting a fee.
- Enter any relevant notes associated with the referral.
- Click save.

A Referred To case tab will appear on the left-hand side of your screen.

From the Referred To tab, you can edit any of the referral information for this case.

- A Referred To case tab will appear on the left-hand side of your screen.
- From the Referred To tab, you can edit any of the referral information for this case.

NOTE: After changing the status of the case to Referred To, you will not be able to delete this tab from the case. If the status was changed by mistake, you might want to add a critical case note that this tab should be disregarded.

- NOTE: After changing the status of the case to Referred To, you will not be able to delete this tab from the case. If the status was changed by mistake, you might want to add a critical case note that this tab should be disregarded.