# Referral Source Attribution & Thank-You — Professional Services AI agent | Mihu AI

Professional Services · Intake

# Referral Source Attribution & Thank-You

Track where new clients came from and close the loop with a thank-you to the referrer.

Set up this outcome

## Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Asks how the prospective client heard about the firm during intake and logs the specific referral source to the CRM.

Notifies the referring party (with client consent where required) that their referral has engaged the firm .

Sends a thank-you to the referral source once the matter is opened, written to the CRM.

Tracks referral source performance over time for relationship management.

## Data sources

CRM referral source tracking

## What it targets

Referral sources correctly attributed Target 90%

Referral sources thanked within 5 business days Target 95%