Finding Incoming and Outgoing Referrals

VerdictFlow keeps incoming (referrals other firms send to you) and outgoing (referrals you send out to partners) in the same place — the Referrals page in the sidebar — but with separate tabs and filters so each side has its own clean view.

The Referrals page

Open Referrals from the sidebar. You'll land on a page with two top-level tabs:

• Outgoing — every referral your firm has sent.
• Incoming — every referral your firm has received.

A small badge on each tab shows how many entries currently need your attention (e.g. unread incoming referrals, or outgoing referrals that have been declined and need rerouting).

Outgoing — referrals you've sent

The outgoing tab lists every referral your team has packaged up and sent to a partner — manually, via an auto-routing rule, or as part of a shotgun referral.

Each row shows:

• Lead name and case type.
• The partner firm it went to (or all partners, for shotguns).
• Status — Pending, Accepted, Declined, Retained, Settled, Closed.
• When it was sent and how long the partner has had it.
• Whether a fee-sharing agreement is in flight, signed, or unsigned.

Click any row to open the full referral with its timeline, fee terms, and the lead snapshot the partner sees on their end.

Useful filters on the outgoing tab

• By status — narrow to Pending to see what's still waiting for a partner response, or Declined to see anything that bounced back.
• By partner — filter to a specific firm to evaluate the relationship.
• By case type — see how a particular practice area performs at hand-off.
• By date range — week-over-week or month-over-month volume.
• By rule — see only referrals an auto-routing rule generated.

Incoming — referrals other firms have sent you

The incoming tab is the queue of cases other firms are offering your firm. Each row shows:

• Lead name and case type, exactly as the referring firm packaged it.
• Who sent it (firm name and primary contact).
• The proposed fee terms.
• Status — New (you haven't responded), Accepted, Declined, Retained, Settled.
• When it arrived.

Click a row to open the full referral, see the lead snapshot, accept or decline, and (after accepting) move it through your own pipeline. See Receiving Referrals for the full response flow.

Useful filters on the incoming tab

• Unresponded only — the most common view; keeps you focused on what's actually waiting on you.
• By referring firm — see the volume each partner is sending you.
• By case type — useful when only certain partners send the case types you're set up for.
• By date range — track inbound volume over time.

Other places referrals show up

You don't always have to start at the Referrals page:

• The lead detail page has a Referrals tab showing every referral that lead has been part of (incoming or outgoing). Useful for lead-by-lead history.
• The firm profile page in your network shows every referral exchanged with that specific firm.
• Reports has built-in dashboards for outbound volume, partner performance, and inbound conversion.
• Notifications ping you in real time for new incoming referrals and for status changes on outgoing ones — click the bell icon in the top bar.

Searching across both

Use the search bar at the top of the Referrals page to find any referral by:

• Lead name or contact info.
• Partner firm name.
• Case type.
• Internal note text.

Search runs across both incoming and outgoing tabs at once.

Saved views

Once you've dialed in a filter combination you use often (e.g. "outgoing referrals to my top three partners, last 30 days, status = Declined"), save it as a view. Saved views show up as one-click shortcuts at the top of the tab — yours stay private; team-wide saved views are shared with everyone in the firm.

Permissions

• View referrals — every team member with access to the lead.
• Send / accept / decline referrals — requires the Manage referrals permission.
• Edit fee terms or override an in-flight referral — admins and owners only.

Next steps

• Sending Referrals — the full outbound flow.
• Receiving Referrals — the full inbound flow.
• Adding Firms to Your Network — make sure the partners you want to exchange referrals with are actually in your network.