Send Details to Solicitor

📤 Referring a Contact to a Solicitor in Acquaint

This feature allows you to send a Contact’s details directly to a Solicitor as a referral.

🧩 Setup Requirements

Before using this option:

1. Ensure the Solicitor is added as a Contact with the Contact Type set to Solicitor

2. Confirm their email address is entered in the Contact record

3. Set the default Solicitor via:

   1. File → Configuration → Site/Branch → Defaults → Solicitor

📬 Sending the Referral

To send a Contact’s details to a Solicitor:

1. Open the relevant Contact record

2. Navigate to the Advanced tab

3. Click Send Details to Solicitor

4. The Email screen will appear, pre-filled with the Contact’s information

5. Click Send to email the referral to the Solicitor

A Note will automatically be added to the Contact record to log the referral

📝 Email Template

Acquaint uses a default email template titled Solicitor Advice Enquiry Lead for these referrals. You can customize or replace this template via: