Change a referral's law firm

Credit a referral to a different law firm straight from the referral list.

Last updated October 22, 2026

Who can do this: Admin, Nurse Case Manager, Internal Case Manager

Before you start

You need the Manage Referrals permission (Admins, Nurse Case Managers and Internal Case Managers have it by default).

Open Referrals and click the firm name (or the dash) in the referral's Law Firm column.
Start typing to search. Click the firm you want, or press Enter when the name matches exactly.
If the firm isn't listed, click + Create with the name you typed. If a firm with the same name already exists (ignoring capital letters, extra spaces and a leading “The”), the referral goes to that firm instead of a copy.
The list updates. Press Esc or click elsewhere to close the box without changing anything.

This changes only the law firm. The Referred by person stays as it was. To change the person, click Edit on the row.
If many referrals sit under the wrong firm, an Admin can move them all at once from Contacts > Law Firms. See Clean up duplicate law firms.