Legal / Law Firms

Law Firms Module.

Designed for law firms, attorney referral networks, legal practice groups.

100%

Fee split tracking accuracy

< 30s

Referral response time

3x

Referral network growth potential

Zero

Missed fee distributions

Capabilities

Everything you need for legal / law firms.

Referral Attribution

Track every client referral from source attorney through intake, retention, and case outcome with full audit trail.

Fee-Split Management

Configure referral fee agreements, automate split calculations based on case outcomes, and generate compliant payout reports.

Attorney Network

Build and manage your referral network of attorneys by practice area, jurisdiction, and track record with tiered partnership levels.

Case Pipeline Tracking

Monitor referred cases from intake through resolution with stage-based pipeline views and conversion analytics.

Compliance & Ethics

Ensure referral fee arrangements comply with state bar rules with automated jurisdiction checks and disclosure management.

Performance Analytics

Measure referral source ROI, attorney conversion rates, case values, and network growth with real-time dashboards.

Client Referral Tracking

Attribute every referral with precision.

End-to-end referral tracking with audit trail

Automatic intake form integration and attribution

Referral source performance scoring and ranking

Fee Splits & Payouts

Automate compliant referral fee management.

Configurable fee split rules by case type and jurisdiction

Automated calculations tied to case outcomes

Compliant reporting and 1099 generation

Network Growth

Scale your attorney referral network.

Attorney onboarding with credential verification

Segmentation by practice area, jurisdiction, and volume

Tiered partnership levels with milestone rewards

Start building your referral revenue engine

Get started with a free trial. No credit card required. Enterprise plans available for teams managing complex partner networks.