Send referral details to client and log note
Send referral details to client and log note
Your referral submissions often lack a logged outreach, leaving clients unsure of next steps. It sends referral details and creates a CRM note so you can follow up same day.
Overview
Stop sending referrals that aren’t logged and leaving clients waiting for next steps; this flow delivers referral details to the client and records the outreach automatically. Intake coordinators and attorneys get a same-day communication record and clear prompts for follow-up.