Referral Sources

Professional referral contact information can be stored on the Referral Sources page. This would include incoming and outgoing referral sources, Firms, Medical Professionals, State Bar Associations, Advocacy Groups, etc.  

Referral Sources marked as incoming sources would appear on the intake form when a user clicks "search" above the Referred By field.

Those marked as outgoing will appear in the Referred To dropdown when the Lead Status is selected as Referred. Outgoing referral contacts with an email address would receive the referral dashboard outlined in the referral process. 

How to Add a New Referral Source

Note: a user must have the appropriate permissions to edit the referral sources, this can be updated by an administrator. Administrators have full access to the manage menu: Administrator Use in Lead Docket

1. Go to Manage > Referral Sources, then click Add New. 
   
    
2. The Firm Name and Practice Area is required, the remaining information is optional. 
   
   
   Enter in an email address to take advantage of Lead Docket's referral dashboard and workflow. 
   If you are using Filevine, click browse next to Filevine Contact ID to connect it with a Filevine contact to ensure your referral source data is being transferred when a new case is signed. 
   
   If you receive leads from the referral source, select Yes for Incoming. If you refer leads out to this referral source, select Yes for Outgoing. 
    
3. Finally, hit Save. 

Checking the Status of Outgoing Referrals

You can check the status of your outgoing referrals on the Intake Dashboard, as well as the Referral Source page. 

By default, you will be able to see Referred / Signed Up leads on the Intake Dashboard:

On the Referral Source page, to view the status of leads sent to a specific referral contact, click report: 

Here you can click All to view all of the referrals and their statuses, click Views to adjust the date range, you can also find the link to this specific referral source's referral dashboard.