Any referral that you create can be assigned to a saved Waterfall of your choice. You also have the ability to assign attorneys individually when you are creating a new referral. Please note that if you choose to assign it to individual attorneys instead of a saved Waterfall, it will not autosave those three members into a new Waterfall. If you are looking to create a new Waterfall, please follow this guide.
Here is a breakdown on how Waterfall Referrals work:
- The referral will be visible only to Partner A for a set amount of time. If Partner A declines the referral or does not respond in the allotted time, the referral will be offered to Partner B, then to Partner C.
- If all three members of your Waterfall decline the referral, it will then move to the public Marketplace.
A detailed step-by-step video of the process can be found here!
If you have any questions, please reach out to support@attorneyshare.com