Account Distribution

You can distribute accounts using the following methods:

To distribute accounts to a single agency or attorney using a new or existing query, do the steps to Create a Placement File.
To distribute accounts to multiple agencies and attorneys using a business rule, do the steps to Create a Placement File Using Business Rules.
To distribute accounts for placement requests that users generated in Latitude, do the steps to Export Data to a File, selecting Placement Files (CPLC) as the file type.