Referral Process in Lead Docket

Referral Sources must have an email address listed to receive referral notifications from Lead Docket

Lead Docket is a lead management tool used to organize the intake process. 

Before the lead is signed on as a client, during intake, they are assigned a lead status that categorizes where they are in the intake process. 

These lead statuses have workflows (automatic messages & internal tasks) that are meant to get the lead moving forward and ultimately signed on (or declined).

The default lead statuses are…

Intake Review, Chase, Under Review, Pending Signup, Scheduled, Hold, Lost, Referred, Rejected, Signed Up, Closed

The Referred status is used to send referrals to other firms/attorneys.

The Referral Dashboard

When you send a lead to another firm using the Referred status, the referred to firm is sent an email with the case details along with a link to the Referral Dashboard.

This allows them to keep the referring firm up-to-date on the status of the referrals.

Referred to firms (firms receiving the referral) do not need to have Lead Docket to use this dashboard.

Referred has 2 substatuses - 

No Follow-Up: send case details and Referral Dashboard, no reminder emails sent to referred to firm.

Pending Review: Send case details and Referral Dashboard, reminder email sent to referred to firm to update referral status, tasks assigned internally to follow up on referral

 

Pending Review

Messages
Immediately once the lead is saved: Email sent with referral details and link to referral dashboard
After 1 Day: Reminder email sent to firm if no updates made in dashboard
 

Task

2 Days after initial referral sent: Task assigned to intake to follow up with referred to firm manually

Reviewing

Referred to firm marks the referral as reviewing in the referral dashboard

Messages
After 4 Days : Reminder email sent to firm if no updates made in dashboard, the options in the referral dashboard are “Signed Up” and “Declined”
 

Task

1 Day After Reminder Email Sent (5 Days Since Changed to Reviewing): Task assigned to intake to follow up with referred to firm manually

Signed Up

Referred to firm marks the referral as Signed Up in the referral dashboard

Messages
After 89 Days : Email sent to firm asking if the case has been settled, if it has not been marked as “Settled/Closed” in the referral dashboard.
 

Task

1 Day After Email is Sent (90 Days Since Changed to Signed Up): Task assigned to intake to follow up with referred to firm manually

Settled/Closed

Referred to firm marks the referral as Settled/Closed in the referral dashboard

Messages
No messages in place

Task

Immediate: task assigned to intake to enter the settlement amount