How the Referral Network works
Add and invite your partners
Add a referring attorney with their contact info and default fee arrangement. They receive a secure invite link and activate their own portal — no setup from your team.
Partners submit leads directly
Referring attorneys log into their portal and submit leads through a structured intake form. Each lead is attributed to the partner automatically.
Your team sees it instantly
The lead appears in your dashboard, attributed to the partner, with a Waypoint AI score already attached. Fee records are generated automatically when the intake completes.
Everything included with Referral Network
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.
Branded partner portal
Each partner gets their own secure portal to submit leads and track real-time status. They see only their referrals, never your internal pipeline.
Automatic fee tracking
Fee records are generated automatically when a referred intake completes. Set per-partner defaults, 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 scoring on referred leads
Leads submitted through the partner portal go through the same Waypoint AI scoring as direct intakes — so every referral is evaluated before your team opens it.
Real-time status updates
Partners see lead statuses update in real time. Fewer status-check emails from referring attorneys, fewer interruptions for your team.
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.
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.
Can I track referral fees automatically?
Yes. Case Compass automatically generates a fee record when an intake from a referral partner completes. You can set default fee amounts per partner, mark fees as paid, add notes, and maintain a full fee ledger — without spreadsheets.
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 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 attorney referral fee arrangements?
Yes. Case Compass is designed to track and manage referral fee arrangements between law firms and referring attorneys. Fee amounts, payment status, and notes are maintained in the platform. Case Compass does not provide legal advice on fee arrangements — consult applicable bar rules for your jurisdiction.
Ready to organize your referral network?
Book a walkthrough and we'll show you the Referral Network live in your account.