When you receive a case in Lexamica, you need to create that case in your CRM. This is usually pretty straightforward:

When you accept or decline a case in your CRM, mirror those actions in Lexamica:

In responding to the invitation, we ask that you upload the client retainer if accepting:

And provide a reason if declining:

When you have updates to provide on the case, please mirror the contents of those update notes by creating Referral Updates:

Finally, when you've resolved the referral and are ready to mark it as completed and are ready to pay over the referral fees, you'll need to create a Referral Resolution: