The 'My Referrals' tab is your central hub of all actions happening on your inbound, outbound, or signed referrals.
The 'My Referrals' tab is divided into three different sections in order to ensure clarity around all your referrals- Inbound Referrals, Outbound Referrals, and Track Signed Referrals. Below is a breakdown of all the different sections in your 'My Referrals' Tab.
Inbound Referrals: any referrals for which you are the receiving attorney
Needs Action: matched referrals in their escrow period that require your signing confirmation, AND signed inbound referrals that require a case status update. The number badge next to 'Inbound Referrals' also reflects the number of cases in your Needs Action section.
Open: inbound referrals on which you've sent proposals (in the case of Marketplace referrals) or to which you've been invited (in the case of direct/Waterfall referrals). You do not yet have access to the client contact info or data room contents.
Matched: inbound referrals that are currently in their escrow periods. Either your proposal has been accepted (in the case of Marketplace referrals) or you have accepted a direct/Waterfall referral. You now have access to the client contact info and data room contents, and have the duration of the escrow period to vet the case and confirm whether or not you signed the client. Any cases in the Matched section will also be reflected in the Needs Action section, since there is action required from you to confirm signing.
Outbound Referrals: any referrals for which you are the referring attorney
- Needs Action: outbound referrals that have received proposals (in the case of Marketplace Referrals) or counteroffers. The number badge next to 'Outbound Referrals' also reflects the number of cases in your Needs Action section. Open: referrals you have sent out, either to the Marketplace or a Waterfall, and are yet to be matched.
- Matched: outbound referrals that have matched with a receiving attorney (either your accepted their proposal on a Marketplace referral, or they accepted your invite to a Waterfall referral). These cases are in their escrow period, where the receiving attorney gains access to client contact info and data room contents and vet the case.
- Inactive: outbound referrals that have either expired from the Marketplace, or matched and then been rejected by the receiving attorney for reasons that would prevent their re-listing, ex. 'SOL has expired,' or 'Client does not want to pursue case.
Track Signed Referrals:
- View All: all referrals, inbound or outbound, that have been signed by the receiving attorney.
- Inbound: inbound referrals where you have confirmed you signed the client. Keep an eye out for the red 'Update Case Status' message on these cases. If any of your signed, inbound referrals needs case status updates, they will also appear in your Inbound > Needs Action section.
- Outbound: outbound referrals where the receiving attorney has confirmed they signed the client.
