Referrals

Smarter case referrals, from handoff to resolution.

Turn cases you can't handle into valuable referral relationships — and manage the entire process without spreadsheets, scattered emails or endless follow-up. LawWorks brings outbound referrals, inbound referrals, partner management, intelligent routing, status tracking, communication and referral fees together in one connected system.

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MMeridian Injury Law

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Search matters and contacts…⌘K Dana WhitfieldMeridian Injury Law DW

Referrals

Sent this month149 accepted · 2 reviewing

Received64 retained

Awaiting update3Auto-requested from handling firm

Expected fees$412kAcross 21 open referrals

Sent Received Needs attention Refer a Case

Vance, Odell - Auto AccidentSent Feb 12, 2026 Harlan & ReedPriority partner Accepted Expected fee 25%

Whitaker, June - Premises LiabilitySent Feb 18, 2026 Castellano LawSecondary · advanced after decline Reviewing Responds in 1d 4h

Pruitt, Amos - Medical MalpracticeSent Jan 30, 2026 Okafor Trial GroupPriority partner Retained Fee due on resolution

Lindqvist, Mara - Workers' CompSent Feb 20, 2026 Awaiting responseAuto-follow-up in 6h Sent —

Showing 1-4 of 21 open referrals Previous Page 1 of 6 Next

Send the right case to the right firm. Know what happens next.

One system for both sides of the referral

Whether you're sending a case you can't handle or receiving a case another firm trusts you with, LawWorks keeps the opportunity connected from beginning to end.

Send referrals without starting over

Turn the existing intake into a referral without re-entering information. LawWorks packages what you've already collected — contact details, case facts, notes and documents — and securely sends it to the receiving firm.

Contact & case details Packaged

Notes · 4 documents Packaged

Sent to Harlan & Reed Feb 12 · 2:14 PM

Receive referrals ready to work

Inbound referrals arrive as structured records in Intake — prospect, case, referring firm, documents, notes and terms in one place — and immediately enter your normal intake workflow.

Sato, Pearl · from Castellano Law Claim

Nguyen, Bao · from Okafor Trial Group Claim

Reyes, Tomas · from Harlan & Reed Assigned · J. Torres

Know what happens after the handoff

Sending a referral shouldn't mean losing visibility into it. Status, communications, documents, important events and outcomes stay connected to the original referral through resolution.

Vance, Odell Retained

Whitaker, June Reviewing

Lindqvist, Mara Sent · update requested

Routing

Route cases to your preferred partners.

Define which firms receive which types of cases and establish priority partners by practice area, jurisdiction, geography, case characteristics or your own criteria. If the first-choice firm accepts, the referral moves forward. If they decline — or don't respond in the window you set — LawWorks follows up, alerts your team or automatically advances to the next firm.

Priority → Secondary → Next eligible The referral path you establish, followed every time.

Automatic advancement A decline or a missed response window moves the case to the next partner.

No manual chasing No forgotten referrals. No valuable opportunities sitting in an inbox.

Referral path · Whitaker, June

1 · Harlan & Reed Priority partner · responded in 3h declined

2 · Castellano Law Secondary · advanced automatically reviewing

3 · Okafor Trial Group Next eligible · 48h response window standby

Response windows, follow-ups and escalation rules are set per case type.

Rules

Your referral rules. Automatically followed.

Different cases can have completely different referral strategies. Set preferred partners, eligibility requirements, response windows, referral terms and escalation rules for each type of opportunity. Keep routing fixed, let LawWorks recommend the best partner, or combine the two — protecting priority relationships while intelligently selecting among the remaining eligible firms.

Route on what matters Practice area, jurisdiction, geography, case type, potential value, referral arrangement and partner availability.

Fixed, recommended or both Honor priority relationships first; choose intelligently among the rest.

Learns from history Acceptance and performance history inform every recommendation.

Routing rule · Medical malpractice Texas · estimated value over $250k

Okafor Trial Group Priority partner · 48h window fixed

Eligible partners (4) Ranked by acceptance and retention history recommended

No response in 48h Alert intake lead and advance escalation

Lifecycle

Track the complete referral lifecycle.

When both firms use LawWorks, status flows directly between them. When the other firm doesn't, secure links and lightweight referral tools let partners accept, decline and provide updates without adopting LawWorks.

Sent → Received → Reviewing → Accepted → Retained → Active → Resolved Every stage, connected to the original referral.

Works with any firm Secure links for partners who aren't on LawWorks.

Everything in one record Status, communications, documents, events and outcomes together.

Referral · Vance, Odell

Sent → Received Feb 12

Reviewing → Accepted Feb 13

Retained → Active Feb 19

Resolved In progress

Updates

Stop asking, "Any update on this case?"

LawWorks automatically keeps referring firms informed as a case progresses while controlling exactly what information is shared. When an update is overdue, LawWorks requests one from the handling firm — no spreadsheet, reminder system or recurring round of emails.

Automatic status sharing Referring firms stay informed without your team sending manual updates.

You control what's shared Share progress, not the whole file.

Overdue updates get requested Automatically, from the handling firm.

Update requested automatically To Harlan & Reed · Vance, Odell

It has been 30 days since the last status on Vance, Odell. Please confirm the current stage and any material developments. Reply here or update via your secure referral link.

Last update 31 days

Requested Today

Shared Status only

Network

Manage your entire referral network.

Keep every partner's practice areas, jurisdictions, contacts, preferred case types, referral agreements, fee arrangements, priority rules, cases sent and received, response times and outcomes in one place. Every referral creates intelligence — which partners respond quickly, which cases they accept, which they retain — and LawWorks uses that history to recommend the best destination for the next case.

Institutional, not in someone's head Referral knowledge the whole firm can use.

Performance you can see Response time, acceptance, retention and communication per partner.

Smarter with every referral History informs recommendations — always respecting your priority rules.

Partner performance · retention rate

Okafor Trial Group 82% · avg response 4h

Harlan & Reed 74% · avg response 9h

Castellano Law 61% · avg response 1d

Beaumont Legal 38% · avg response 3d

Fees

Track the money, too.

The referral isn't finished when the other firm accepts the case. Store referral agreements and fee arrangements alongside the referral and track the financial relationship through resolution — so referral revenue doesn't disappear into a spreadsheet or get forgotten months or years after the case was sent.

Expected fee → Resolution → Fee due → Paid The financial lifecycle, tracked alongside the case.

Agreements attached Referral terms and fee arrangements live on the referral.

Nothing forgotten Fees due surface when the case resolves, however long that takes.

Referral fees

Pruitt, Amos · Okafor Trial Group Resolved Feb 3 · 25% of fee fee due

Vance, Odell · Harlan & Reed Active · expected $18,500 expected

Marsh, Elena · Castellano Law Paid Jan 22 · $42,000 paid

Expected referral fees → case resolution → fee due → payment received.

Get started

Referrals Without the Black Hole.

Send. Route. Track. Update. Resolve. Join the waitlist for early access.

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