Smart Referrals

Take full advantage of your referral network

When a case is not a fit, AI immediately routes and introduces the inquirer to the right partner firm.

The Referral Gap

Leaving money on the table from your referral network

Firms miss out on referrals from breakdowns in handoffs.

Most firms have strong referral partners; Referrals fail less from intent and more from timing, consistency, and manual follow-through.

Inconsistent execution

The intro message can be delayed, skipped, or vary by who handled the conversation and how busy the day is.

Momentum loss for inquirers

When handoffs are slow, motivated people wait in limbo instead of connecting to the right firm immediately.

Recover your marketing spend

Time and money was already invested into acquiring this inquirer. Consistent referrals recuperate your investment.

How It Works

Your AI intaker conversationally determines callers with off-practice cases, then handles the referral process with your own referral partners.

What this unlocks

Your AI Receptionist will make sure no referrals fall under the cracks

Route by practice area and case type

AI identifies the matter type and automatically selects the right partner firm based on your predefined criteria.

Apply jurisdiction-specific preferences

Referrals respect geographic and jurisdictional rules so every handoff goes to a qualified, relevant firm.

Honor custom firm routing priorities

Your preferred partner hierarchy stays intact. AI follows the ranking you set, every time.

Preserve context from intake to handoff

Everything captured during intake transfers cleanly so the receiving firm has full case context from the start.