The Referral Dashboard

How to view the Referral Dashboard

When you refer leads to a referral partner, they are able to update you on the status of the lead if they choose to pursue it. 

This can be done on their Referral Dashboard.

Referral firms do not need to have Lead Docket to use this dashboard because the main purpose of it is to update your firm on the status of the lead. This makes it easy to keep track of referral fees.

An example of a Referral Dashboard is pictured below:

There are 3 possible sections:

• Pending Review - The lead has not been looked at by the firm yet. They have not agreed to move forward with the lead yet but have also not declined.
• Reviewing - The firm is pursuing the lead to find out if they have a good case
• Signed Up - The lead is signed up and is now the firm's client

When your referral firm clicks the Update button next to the lead(s) under the "Pending Review" status, they may change the status of the lead and/or add additional notes about the lead.

They have 3 options:

• Reviewing - The firm is reviewing the lead. This lead will be moved to the "Reviewing" section of the dashboard.
• Signed Up - The lead is signed up and will be moved to the "Signed Up" section of the dashboard
• Declined - The lead has been declined by the firm and will no longer appear on the dashboard

When your referral firm clicks the Update button next to the lead(s) under the "Reviewing" status, they may change the status of the lead and/or add additional notes about the lead.

They have 3 options:

• Reviewing - The firm is still reviewing the lead. This lead will be remain in the "Reviewing" section of the dashboard
• Signed Up - The lead is signed up and will be moved to the "Signed Up" section of the dashboard
• Declined - The lead has been declined by the firm and will no longer appear on the dashboard

When your referral firm clicks Update button next to the lead(s) under the "Signed Up" status, they may change the status of the lead and/or add additional notes about the lead.

They have 3 options:

• In Progress - The case is still in progress and will remain in the "Signed Up" section of the dashboard
• Settled / Closed - The case has been settled / closed. The lead will no longer appear on the dashboard.
• Declined - The lead has been declined by the firm and will no longer appear on the dashboard

Any notes about a lead can be viewed by clicking the Update button next to the lead, and looking below the "Update Status" section: