Map marketing sources to referral firm for intake

Your intake leads miss referral attribution, forcing paralegals into manual lookups and routing delays. This applies the correct referral firm tag so cases route to partners within minutes.

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Overview

Remove manual referral lookups from your intake flow so paralegals and intake coordinators can focus on case setup instead of chasing source codes. The process standardizes referral attribution and gets cases routed to partner firms within minutes, reducing delays and improving partner response times.