Channel partners Referral partners work in the same case record.
When you refer a case or receive one, both firms stay on that record. Status, documents, and the fee split live with the case.
Shared work
Both firms work the case you already have
The referring firm and the firm that takes the case see the same file, with the relationship written on it.
One case record
Notes, documents, messages, and status stay on the case. The receiving firm picks up the same file the referring firm already built.
Inbound and outbound
Send a case to a partner firm, or receive one. The referral is part of the record from the first handoff.
Fee agreements on the case
Set the fee split on the cases it applies to. Who referred the case, who shares in it, and on what terms stays with the file.
Status both firms can see
Each firm can see where the case stands. Nobody re-enters the file or waits on a forwarded thread to know what changed.
See a referral on one shared record
Book a demo and we will walk through a case that a referring firm and a receiving firm both work.