Accepting Pinged Referrals

This article will show you how to complete conflict checks for clients in your Maryland Justice Passport organization account.

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Service providers refer litigants to our partners by choosing listings to put in the litigant’s “referrals” page. When your pinged listing is added to a litigant’s Passport, your point(s) of contact receive an email. The next steps depend on the preferences you set up in your organization’s listings.

How to accept a pinged referral when conflict check is required?

When pinging is turned on, your point(s) of contact will get emailed about new clients and get access to each new Passport. However, their access is limited when conflict check is required for their legal issue. They will only have enough information from the Passport to either accept or reject a case. If a case is accepted, staff will have full access to the litigant's Passport.

Where to find your incomplete conflict checks

Select the My Conflict Checks page on the left side menu. This will reveal all the referrals your organization has received that still require a conflict check review.

How to complete a conflict check

1. On the My Conflict Checks page, click into the Passport that you need to perform a conflict check on. This will take you to a limited view of the litigant's passport, revealing the Conflict Check status, Litigant's Information, and Opposing Party Information.

2. Using your organization's conflict check tool, enter in the Litigant's Information and Opposing Party Information to determine if a conflict exists.

3. Once you have the result of the conflict check, click the "Edit" button.

4. Select the dropdown menu under the Conflict Check section, this will display two options: "No conflict exists - accept case" and "Conflict exists - reject case."

5. Click the option that applies to the litigant.

6. Select the "Save" button.

How to access a Passport once a conflict check is complete

Accepted conflict checks can be found on the Passports page. This will show all the Passports that have been accepted by your organization.

If you need additional instructions to navigate a litigant's Passport, please view our Inside Each Passport section for more information.

How to accept a pinged referral when a conflict check is NOT required?

When pinging is turned on, your point(s) of contact will get email about new clients and get access to each new Passport. However, the view will not be limited since there is no conflict check requirement for the legal issue selected. You and your staff will be able to access the litigant's Passport details and determine if your organization can help or if another referral is needed to get them help.

Where to find the Passports that have been referred to your organization

Pinged referrals can be found on the Passports page. This will show all the Passports that have been referred to your organization.

1. Select the Passports page on the left hand side of the menu. This will take you to the All Passports section where you can view all the Passports you have access to.

2. To narrow your view to referrals, click "Passport Referrals" under the Passports page.

How to access Passports that have been referred to your organization

On the "Passport Referrals" page, select the Passport that you would like to view. This will take you to a detailed view of the Passport where you can see the Litigant's Info, Case Info, Referrals, Files, Notes, Tasks, Events, and Share.

For additional information on how to navigate a litigant's Passport, please view the Inside Each Passport section.

If the wrong people are getting emailed about Passports, edit the point(s) of contact using the “Listings” and “Legal Issues” feature. If the emails are still incorrect, contact [e-mail].