- Navigate to the Matters section and click + on the action bar or use the Quick Add menu to open the New Matter dialog
- Enter or select a Referral Source from the drop-down list.
- Click a Matter No to open the Matter details and select the Options tab. Enter or select an option from the drop-down list in the Referral Source field.
- After you begin Invoicing this Matter, navigate to the Accounting section and click the Reports tab.
- Select the Compensation Reports filter or scroll down and click Referral to generate a report with the Referral Source field auto-filled for this Matter.
The Referral Report will give you insight over time into how much revenue this referral has brought to your Firm by Billed and Realized amounts.