Private Bar Referrals

Purpose: Track referrals to attorneys who pay the agency for receiving the referral.

Cost: There is no cost for this module. It requires administrator setup, as indicated below.


Recording a Referral on a Prescreen or Case

A site may have a Screening Status option on Prescreens for "Refer to Private Bar". This allows recording a referral even if an intake is not completed and a case opened.

A site may also have an Actions link on accepted cases called "Refer to Private Bar". Either link displays a page listing current users whose user profile matches the county and legal problem code of the prescreen or case.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us