CARET Legal gives you the option to link a Referral Source to each of your Matters.
- Click on the Matters tab in the Navigation bar to display your list of Matters. Click + on the tab bar or use the Quick Add menu to open the New Matter dialog
- Enter or select a REFERRAL SOURCE from the drop-down list.
- Click the Options tab in the Matters Details. Enter or select an option from the drop-down list in the REFERRAL SOURCE field.
Note: If the referral is not an existing contact, click + to create a new Contact.
- After you begin Invoicing this Matter, click the Reports tab in the Accounting module, then select Referral under the Compensation filter to generate a Referral Report with the REFERRAL SOURCE field auto-filled for this Matter.
The Referral Report will give you insight over time into how much revenue this referral has brought to your Firm by Billed and Realized amounts.
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