Refer a client to one or more conveyancing solicitors. Each firm is notified by its own email and the referral is tracked on the dashboard.
1
Referrer
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Pick a colleague to attribute this referral to them. Leave blank if it's your own.
Find Property or Client - optional
A property prefills the client and sale details; a buyer prefills the client details. Every field stays editable, and you can skip this and fill the form in manually.
Prefilled from Street - check and edit as needed.
2
Client Details
Client 2
3
Referral Type
4
Details of Sale
5
Details of Purchase
6
Solicitor
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Select one or more firms. Each firm receives its own email naming only that firm.