How do I include client information while creating a referral
To provide client information to the receiving party you need to add it while creating the referral.
1. The last step in the process requests client information. You can add as much information as you can here. The two required fields are clients last name and email: 
2. Once you agree to the security policy at the bottom of the page, you click create referral:
3. Once both parties sign the contract, the client information is visible in the system.