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Sending a Case via Electronic Transfer

A site with the Electronic Case Transfer module enabled can send information about a case to another organization using LegalServer.



Using Refer to Outside Organization

A case can be transferred via the Refer to Outside Organization link (typically an Actions menu link on cases).

Once a referral organization has been identified, click the 'Refer to Here' link next to the organization name.

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Using E-Transfer links

A site may have a special category of shortcut links. These links allow initiating a transfer to a specific organization, bypassing the need to use "Refer to Outside Organization", finding the organization on that list, then clicking "Refer Here" as described in the previous section. (Site administrators see: Electronic Case Transfers - Administrative Setup for information on setting up these links.)

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Selecting Information to Transfer and Sending

Whether the transfer is initiated via Refer to Outside Organization or an organization-specific link, the form that appears provides several options regarding what information is transferred.

The first section of the form (not shown below) displays the contact information for the organization including the organization name, phone number, and any referral notes. There is also a drop down to select the type of transfer. This defaults to E-Transfer but in some cases users may want to manually transfer the case with a hard copy so this remains an option.

The next section is where you determine what is included in the transfer. The additional fields will only appear if the field 'Client Consent To Transfer?' is marked as 'Yes'. Just below that field is a place where you can enter transfer notes.

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Once all the choices are made, clicking continue will send the case to the organization. The incoming transfer will have to be accepted by the organization. See Accepting or Rejecting Electronic Case Transfers.