You will receive an email when you are invited to a case via someone's Waterfall Referral or My Private Network. You can accept referrals by navigating to the 'My Cases' tab > Inbound > Open section.
If the case is accepted, it will move to the Inbound > Matched section and you will have an vetting period to review the client details and mark if you signed the client or not.
If client is signed, the one-time fee will be charged, the case will then move to your 'My Referrals" > Signed.
Reminder, if you do not indicate whether or not you signed the client by the end of the vetting period, you will be charged the match fee and the case will remain in your 'My Tasks' section.
Please reach out to support@attorneyshare.com with any questions.