Waterfall Referrals™ allow you to streamline the process of sending a case to your existing referral partners. Rather than spending valuable time 'shopping' your case around to your network, Attorney Share does all the work of offering your case to a prioritized list of your referral partners! Any case that you create and assign to a Waterfall will be visible only to Partner A for a set amount of time. If Partner A declines the case or does not respond in the allotted time, the case will be offered to Partner B, then to Partner C. If all three members for your Waterfall decline the case, it will then move to the Marketplace. There is no fee to use Waterfalls, either as the referring attorney or the prospect attorney.
Firm Admins can create Waterfall Referrals for the whole firm by navigating to My Network > Waterfall Referrals™. You can set the default referral fee and allotted shopping time on a Waterfall-by-Waterfall basis. Firm Admins can also control who within their firm has access to each Waterfall, and if non-admin firm members can create their own personal Waterfalls.
Creating a new Waterfall in My Network > Waterfall Referrals