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Referrers

  • 06/06/2025
  • Knowledge

How To
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Referrers are people or organizations who refer clients to your firm. A referrer's details are stored on a card in LEAP and added to the matter details, if and when required.

  • Desktop
  • Web

Create a New Referrer Card

 

  1. From the LEAP Matter List, click the LEAP Menu > Home > under Cards > New Card.

    The New Card window will open.

  2. Enter all the relevant details for the referrer as you would for any other person or an organization.

  3. Click Save & Close.

Add a Referrer Card to a Matter

 

  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Click Matter Details.

    The Matter Details window will open.

  4. In the Referrer section, click User-added image to select the referrer from the Card List who you have already created or an existing Card.

  5. Select a Staff/Person, if required.

  6. Select from the drop-down list on how the Work was Obtained.

  7. Click OK.

 
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To remove a referrer from a matter, go into the Referrer section, click  User-added image  and then Clear Selection in the bottom left.

Customize the Work Obtained List for a Referrer

 

  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Click Matter Details.

    The Matter Details window will open.

  4. In the Referrer section, click the Work Obtained drop-down list and select Customize List.

    The Customize List window will open.

  5. Make sure the Customized List option is selected.

  6. Click to insert a New Item to the Customized List.

  7. Enter the name of the New Item.

  8. Click Save.

 
Click to edit heading

You can also delete, organise and sort the Customized List.

  • Click   to delete a Work Obtained item.
  • Use the up/down arrows to move the items up or down to organize as you desire.
  • Click   to sort the list by Name Descending/Ascending.

Create a New Referrer Card

 

  1. Click  > Home > under Cards > View Cards.

  2. Click New Card.

    The New Card window will open.

  3. Enter all the relevant details for the referrer as you would for any other person or an organization.

  4. Click Save.

Add a Referrer Card to a Matter

 

  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Click .

    The Additional Matter Details window will open.

  4. Make sure you're on the Details tab.

  5. In the Referrer section, click .

    The Select Card window will open.

  6. Find and select the referrer from the Card List who you have already created or an existing Card.

  7. Select a Staff/Person, if required.

  8. Select from the drop-down list on how the Work was Obtained.

  9. Click Save.

Customize the Work Obtained List for a Referrer

 

  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Click .

    The Additional Matter Details window will open.

  4. In the Referrer section, click the Work Obtained drop-down list and select Customize List.

    The Customize List window will open.

  5. Make sure the Customized List option is selected.

  6. Click Add Item.

  7. Enter the name of the new item.

  8. Click Save.

 
Click to edit heading

You can also delete and organise the Customized List.

  • Click   to delete a Work Obtained item.
  • Click  and drag items to move the items up or down to organize as you desire.
Last Modified Date
6/06/2025 5:48 am
Title
Referrers
URL Name
Referrers-CA

Resolution
Card Management
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Referrers