The same Referral Network layer runs in IntakeOS for plaintiff firms and Torvana for specialty medical practices — partner portals, outbound handoffs, agreements and fee tracking without spreadsheets.
Follow the outbound flow ↓
ONE NETWORK. TWO PRODUCTS.
Referral Network is available in IntakeOS and Torvana — shaped to each side of the relationship.
Accept inbound leads from partner attorneys, refer cases out with co-counsel agreements, and track every fee — in the same intake platform that qualifies and signs clients.
Give each referring firm a scoped view of its own patients — intake, appointments, records and status — so front desk status calls drop and the referral relationship stays intact.
FROM CREATE TO FEE
From creating a referral to a fully executed co-counsel agreement — every step in one place.
Select a case, choose a partner, set the fee. The partner gets an email instantly.
Accept or decline via email link or portal. Your staff is notified either way.
Generate the co-counsel PDF, type-to-sign, and send it in one click.
They review and sign in their portal. Both parties get the executed copy.
When the case resolves, mark fee owed or paid. The ledger stays current.
INSIDE THE NETWORK
Real product views.
One connected referral practice.
Staff can see every outbound referral, send a co-counsel agreement, and sign directly from the dashboard.
Outbound referrals — staff dashboard
EVERYTHING INCLUDED
Inbound, outbound, agreements, fees and reporting — available in IntakeOS and Torvana without bolting tools together.
Accept inbound leads and refer cases out — both tracked in the same platform with full attribution.
Send a secure invite link. Partners activate their own portal and start submitting leads.
One click generates a complete fee agreement PDF pre-filled with client, partner, and fee details.
Your firm signs in the dashboard. The partner signs in their portal. Both get the executed copy.
Fee records are created when referred cases resolve. Maintain a full ledger without spreadsheets.
Leads, intakes, conversion rates, and fee totals per partner — in a single dashboard.
Route cases that meet your criteria to partner firms automatically — zero staff intervention.
Staff and partners stay notified on acceptances, declines, and agreement events.
Every acceptance, signature, and status change is timestamped for every referral.
BEFORE YOU BUILD THE NETWORK
Referral Network is supported in IntakeOS for plaintiff law firms and in Torvana for specialty medical practices. Firms use it for inbound partner portals, outbound co-counsel workflows and fee tracking. Practices use it to give referring attorneys scoped visibility into intake, appointments and records — and the same network layer when a fuller two-way loop is needed.
Each referral partner gets a dedicated portal where they can submit leads directly. Partners fill out a structured intake form and can track the real-time status of every lead they've submitted — without any access to your firm's internal dashboard or other clients' information.
Yes. In IntakeOS, your staff can refer any case to a partner firm, set the referral fee percentage, and send the partner a secure email link to accept or decline. The partner can also accept or decline directly from their referrer portal.
Once a partner accepts an outbound referral, your staff can generate a co-counsel fee agreement as a PDF directly in Case Compass. The referring firm types their name to sign electronically, and the agreement is emailed to the partner. The partner then reviews it in their portal and signs with their own typed signature. Both signed copies are automatically emailed to both parties.
Yes. Case Compass automatically generates a fee record when an intake from a referral partner completes, and also tracks outbound referral fees when a referred case resolves. You can set fee percentages, mark fees as paid, add notes, and maintain a full ledger — without spreadsheets.
New referral partners receive a secure invitation email with a link to activate their portal and set up their account. The entire onboarding process is self-serve — no credentials to share manually, no back-and-forth. Partners can be activated or deactivated from your dashboard at any time.
No. Partners have access only to their own branded portal, where they see leads they've submitted, referrals they've received from your firm, and the status of each. They cannot see your internal lead pipeline, other clients' information, or any firm data outside of their own referrals.
The referral reporting dashboard shows leads submitted, intakes completed, conversion rates, and fee totals for every partner — individually and in aggregate. You can identify which partners are sending the highest-quality leads and focus relationship management accordingly.
Yes. Through Waypoint AI scoring tiers in IntakeOS, cases that meet specific criteria can be automatically routed to partner firms as outbound referrals — without staff intervention. This is ideal for cases outside your practice area or geographic footprint.
YOUR NETWORK. YOUR LOOP.
Whether you run IntakeOS or Torvana, we'll walk through portals, handoffs, agreements and fee tracking for your side of the relationship.