Outbound Referrals — Staff Dashboard
Staff can see every outbound referral, send a co-counsel agreement, and sign directly from the dashboard.
Referrals in both directions — fully tracked
Most firms manage inbound and outbound referrals in two separate places (or nowhere at all). Case Compass handles the entire network in one dashboard.
Inbound: partner attorney portal
Each referring attorney gets their own branded portal to submit leads and track real-time status. Leads are auto-attributed, AI-scored, and ready for your team when they land.
- ✓ Self-serve portal activation
- ✓ Structured lead intake form
- ✓ Real-time status updates
- ✓ Waypoint AI scoring on every lead
Outbound: refer cases to partner firms
Refer any case to a trusted partner firm, set the fee percentage, and send an acceptance request. The partner receives a secure email to accept or decline — or can respond directly from their portal.
- ✓ Accept/decline flow via email or portal
- ✓ Auto-generated co-counsel agreement PDF
- ✓ Type-to-sign for both parties
- ✓ Automated fee record creation
From referral to signed agreement in minutes
When a partner accepts your referral, generate a complete co-counsel fee agreement with one click. The PDF is pre-filled with the client name, partner firm, fee percentage, and standard co-counsel terms.
Your staff signs first by typing their name directly in the dashboard. The agreement is then emailed to the partner, who reviews and signs in their portal. The fully executed document is automatically delivered to both parties.
Executed co-counsel agreement — both parties signed directly in the platform.
The partner portal shows referrals received with clear accept, view, and sign actions.
Partners get a full two-way portal
Partner attorneys see the leads they've submitted to your firm and cases your firm has referred to them — all in the same portal.
When you send them a referral, they can accept or decline with a single click. Once accepted, they can view the co-counsel agreement and sign it without leaving their portal.
No login friction. Partners can also accept or decline referrals directly from the email link — no password required for that initial response.
The full outbound referral flow
From creating a referral to a fully executed co-counsel agreement — every step handled in Case Compass.
Create referral
Staff selects a case, chooses a partner firm, and sets the fee percentage. The partner receives an email instantly.
Partner responds
Partner accepts or declines via email link or their portal. Staff is notified automatically either way.
Send agreement
Staff generates the co-counsel PDF, types their name to sign, and sends it to the partner in one click.
Partner signs
Partner reviews the agreement in their portal and types their name to sign. Both parties get the executed copy.
Track the fee
When the case resolves, update the status to fee owed or fee paid. Full ledger maintained automatically.
Everything included with Referral Network
Two-way referral network
Accept inbound leads from your partner attorneys and refer cases out — both tracked in the same platform with full attribution.
Self-serve partner onboarding
Send a secure invite link. Partners activate their own portal and start submitting leads — no manual credential sharing, no IT involvement.
Auto-generated co-counsel agreements
One click generates a complete co-counsel fee agreement PDF pre-filled with client name, partner details, and fee percentage. No templates to maintain.
Type-to-sign for both parties
The referring firm signs within their dashboard. The partner signs in their portal. The final executed agreement is automatically sent to both parties.
Automatic fee tracking
Fee records are created automatically when a referred case resolves. Set per-partner fee percentages, mark as paid, and maintain a full ledger without spreadsheets.
Partner performance reporting
Leads, intakes, conversion rates, and fee totals per partner — in a single dashboard. Identify which relationships are producing and double down.
Waypoint-triggered auto-referrals
Cases that meet specific Waypoint AI criteria can be automatically routed to partner firms — zero staff intervention needed for cases outside your footprint.
Real-time notifications
Staff get notified when a partner accepts or declines a referral. Partners get notified when an agreement is sent. Everyone stays in the loop automatically.
Full audit trail
Every acceptance, signature, and status change is timestamped. See exactly who signed what and when — for every referral in your network.
See exactly which partners are producing
The referral reporting dashboard shows total leads, completed intakes, conversion rates, and fee totals for every partner — individually and in aggregate.
Stop managing your referral network based on how loudly partners ask for updates. Manage it based on data.
Frequently asked questions
How do referral partners submit leads in Case Compass?
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.
Can my firm refer cases out to other attorneys through Case Compass?
Yes. Case Compass includes a full outbound referral workflow. 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.
How does the co-counsel agreement work?
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.
Can I track referral fees automatically?
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.
How are referral partners onboarded?
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.
Do referring partners see my firm's internal dashboard?
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.
What reporting is available for referral partner performance?
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.
Does Case Compass support automated referral routing?
Yes. Through Waypoint AI scoring tiers, 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.
Ready to build a referral network that runs itself?
Book a walkthrough and we'll show you inbound intake, outbound referrals, co-counsel agreements, and fee tracking live in your account.
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