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Referral Details Updated
Triggers when a case details is changed by either the sending or receiving law firm.
Try ItReferral Invitation Updated
Triggers when a referral invitation has been accepted, declined, accepted for evaluation, expires, or otherwise updated.
Try ItReferral Resolution Created
Triggers when case resolution has been initiated by either the sending or receiving law firm.
Try ItMessage
Salutation
First Name
Last Name
Email
Phone Number
Address Line 1
Address Line 2
City
State
Zip Code
Date
Synopsis
Address Line 1
Address Line 2
City
State
Zip Code
Required Response Time (Days)
Required Update Frequency Every (Days)
Fee Unit
Fee Value
Law Firm Id Help Text
Handling Firm ID
Integration Platform
Integration ID
Suppress Errors
Referral Sent
Triggers when my law firm sends a new referral.
Try ItReferral Received
Triggers when a new referral is received by my law firm.
Try ItReferral Update Created
Triggers when a new referral update is created by either the sending or receiving law firm.
Try ItReferral to UpdateRequired
Reason for UpdateRequired