Add referred attorneys to your marketing contact list
Add referred attorneys to your marketing contact list
Your referral invitations aren't logged, leaving partner contact and firm details incomplete. Add contact and firm info to your marketing list so partner managers can follow up within hours.
Overview
Unread referral invitations create blind spots for partner teams and delay outreach. This flow logs invite emails and firm information into your marketing contact list so referral coordinators see updated records and can act within hours.