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Referrers

  • 06/06/2025
  • Knowledge

How To
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Referrers are people or organisations 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 organisation.

  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 choose 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.

 
Click to edit heading

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

Customise 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 Customise List.

    The Customise List window will open.

  5. Make sure the Customised List option is selected.

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

  7. Enter the name of the New Item.

  8. Click Save.

 
Click to edit heading

You can delete, organise and sort the Customised List.

  • - to delete a Work Obtained item.
  • Up/Down arrow - to organise the list as you desire.
  • - 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 organisation.

  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.

Customise 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 Customise List.

    The Customise List window will open.

  5. Make sure the Customised 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 Customised List.

    • - to delete a Work Obtained item.
    • - to move the items up or down to organise as you desire.
Last Modified Date
6/06/2025 3:48 pm
Title
Referrers
URL Name
Referrers

Resolution
Card Management

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