Clients > Working with a Client's details > Working with the File referrals list for a Person

Working with the File referrals list for a Person

A list of the Files that a Person has referred to the firm is available from the Contact Details window on the ATTORNEY or BILLING side.

Click Referrals on the left-side navigation bar.

If you are a Billing Supervisor, the list shows the total fees billed on each File. This provides, at a glance, the value of all referrals from this person.