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Accepting an Inbound Case

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 > Needs Action section. 

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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.

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If client is signed, the one-time fee will be charged, the case will then move to your 'My Referrals" > Signed. 

Please reach out to support@attorneyshare.com with any questions.