Referral Tracking

Depending on the firm, tracking referrals can start at the Potential New Client or the Client. For simplicity, we will start on the Client. Create a lookup field to a Contact on the Client item for Referred By. Upon creation of a new Client, users will link the referral source here.

Since Centerbase relies on matter based billing, we really need the referral source on the matter, so users should create any new matters from the respective client either through workflow or the Copy-to function. In this case, we will use Copy-to to copy the necessary information from the Client into the Matter.

Users will use the Copy-to menu when creating any matters for this client to ensure all necessary data transfers to the matter record.

Now that we have the matter tracking the referral source, we can determine how much income that referral source has brought into the firm. On the Contact item, create a new number calculation field for Total Referral $.