Referral management
Keep a thoughtful handoff connected.
Record referral sources, introduction context and follow-up ownership alongside an enquiry. Review what may be shared and keep the relationship attached to the resulting matter.
Let’s talk about your firmThis capability requires additional services and is not active yet.
Keep the introduction connected to the new enquiry.
AM
Referral · Alex Morgan
A thoughtful handoff preserves the source and the client’s permission to make contact.
Introduced by
Jordan Lee · Professional contact
SourceClient permission
Contact permission recorded with the introduction.
On recordFollow-up owner
Camille Laurent · Consultation request
Assigned