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Referrals & Leads Sections

Access Paid Referrals, Pro Bono referrals, and the Leads Dashboard.

Brandon Austin avatar
Written by Brandon Austin
Updated over 2 months ago

Your Referrals and Leads portals live at the top of the sidebar and guide you from matching to purchase to pro bono service.


1. Paid Referrals

  • Referrals → Paid Referrals: Shows new matches for your active listings.

  • Actions: View Details, Buy Referral, or Unsubscribe.

2. Pro Bono Dashboard

  • Referrals → Pro Bono: Volunteer requests with Accept and Decline options.

  • Track completed cases and add notes.

3. Leads Dashboard

  • Leads: Dedicated tab for purchased leads—Available, Purchased, Expired.

  • Filter, Search, Archive, and Set Reminders.

Visual: Sidebar snippet highlighting Referrals and Leads entries.


See also

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