Intro fees, co-counsel splits, and source-of-business, one record from introduction to invoice.
Built for law-firm teams of 3–100 that already get referrals.
A partner sends you a matter. You close it, invoice it, and forget who sent it. The referral fee goes unpaid, or worse, unrecorded.
Fee-sharing agreements live in email threads nobody can find six months later. When the invoice settles, the math is a memory.
You know referrals drive your practice. You just can’t prove it, or tell the managing partner which relationships matter most.
A referring firm or contact submits through your portal, forwards an email, or shares a link. The matter appears in your pipeline with the referral source attached, no retyping.
Conflict check, engagement letter, retained, every stage change is credited to the referring firm. They see it in their portal without calling your office.
When the invoice collects, the referral fee or co-counsel split calculates and lands on a statement both firms can read. Net-30, every month.