The Referral ExchangeFor attorneys
Why can't I accept or sign this myself?
Two steps are the attorney's own and cannot be delegated to anyone: attesting to the conflict check, and signing the fee-division agreement. Everything either side of them can be done by staff. When one comes up, the attorney is emailed a one-press link rather than the work stopping.
These are professional responsibilities rather than permissions, so no level of team access unlocks them and no membership changes it. That is deliberate and it will not change.
If you are signed in as the attorney and still cannot act, the matter is usually waiting on the other side — acceptance, or their signature on the same agreement.