Pro Bono Batch Referral Attempts

This feature allows you to record a referral attempt on multiple cases and for multiple attorneys at the same time.

Cost: TBD. This feature is in Beta.

To request inclusion in the Beta testing, please file a ticket from your site requesting this feature.

Configuration

Users intending to use this feature should have the User Role Permission "Administer Pro Bono Tools" enabled.

Usage

To use this feature go to Admin -> Batch Pro Bono Referral Attempt.

This page is divided into three sections.

Select Referral Attempt Note

Unlike the standard Referral Attempt feature, selecting "Email" from the Contact Method dropdown does not provide a communication element.

Pro Bono Case Selection

Here you would select any cases that you want the referral attempts to apply to when creating the batch set. There are numerous filters on this listview that you can use to narrow down the list.

Attorney Selection

You can select any number of attorneys using this feature.

Limitations

You can only create 1000 referral attempts at any given time. To come up with the number of referral attempts being created, multiply the number of attorneys by the number of cases. This limitation will be removed from Demo sites on September 14, 2023 and Live sites on September 22, 2023.