RedView has a number of useful features to allow the capture of referrer information so that the relationships with these important associates can be better understood.
When capturing a new enquiry you can link the enquiry to an existing Referrer record from your database.
By linking the enquiry the referrer statistics in RedView are updated.
If you are referring work to another firm, you can link the firm to the enquiry, which will track how much work you have referred to other firms:
This information comes together in the Referrer database:
The number of enquiries referred by the referrer and whether or not they actually resulted in a new matter
The number of actual matters and clients referred (extracted from the core PMS system)
The number of enquiries your firm has referred to external referrers
So that a complete picture of the referrer relationship is provided.
For a short how to video on Referrers click here.