Electronic Case Transfers

Purpose: Allows certain information about a matter to be electronically transferred to another organization that is also using LegalServer and has this module.

The receiving organization can accept a pending referral, creating a matter in its database and transferring the information, or reject the referral without creating a matter, and thus not creating a potential conflict in its database.

Cost: $1,500 one time setup fee, which includes configuring one designated organization to send etransfers to.

Also see:

• Sending a Case via Electronic Transfer

• Accepting or Rejecting Electronic Case Transfers

• Electronic Case Transfers - Admin Setup

• Online Intake with LegalServer