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KLERQ Knowledge Base

Add referees to a matter

Why referees belong on the matter

Section titled “Why referees belong on the matter”

Directories verify claimed work by asking the client. Recording who can speak for a matter — at the time, while everyone remembers who was involved — is what makes referee selection possible later.

The alternative is the familiar submission-season scramble: a strong matter, no idea who at the client actually dealt with it, and a partner trying to remember.

How this relates to nominating referees

Section titled “How this relates to nominating referees”

Adding a referee here records who can speak for this work. Nominating a referee on a submission is a separate act — that is when the directory is actually given their details and will contact them.

Recording someone as a referee on a matter is not permission to nominate them. The colleague who owns the relationship should always make the ask first.

Steps

Section titled “Steps”
  1. In the left menu bar, click matters under the Database heading.

Step 1

  1. Open the record you want to work with.

Step 2

  1. On the matter, open the Referees tab.

Step 3

  1. Add the client contacts who can speak for this work.

Step 4

  1. Referees recorded here are the pool you draw on when nominating referees on a submission.

Step 5

Section titled “Related”