Turn out-of-practice leads into warm, tracked referrals
Every enquiry your firm cannot take is still an opportunity. Your client gets the right help, your partner gets a warm qualified lead, and your firm builds the kind of reputation that brings cases back.
Trusted by Leading Law Firms
Billie Tarascio
Founder & Managing Attorney at Modern Law
“Within weeks, Lexidesk changed the way our intake operates. Our lead-to-schedule rate went from 31% to 49% in just two months. That's quite a jump!”
The full referral workflow, built into Lexidesk.
From partner management to case handoff and tracking, everything lives in one place.
A lead comes in that does not fit. Wrong practice area, wrong jurisdiction. You refer from the same dashboard where the intake happened. No separate platform, no context lost, no delay.
Your partner sees the full intake conversation, but phone numbers and emails are automatically redacted until they formally accept. Clean for compliance, respectful to the client.
Every partner you refer to joins for free. Their partners join too. Within months you have a living network of firms actively sending and receiving qualified leads through trusted relationships, not cold marketplace listings.
Every referral is logged with status: sent, accepted, or rejected. See which partners are responsive, which ones convert, and where your referral revenue is actually coming from. No spreadsheets, no guesswork.
Included in your Lexidesk plan at no extra cost. Partners receiving referrals sign up for free. No per-referral fees, no percentage cuts. The more firms on the network, the more valuable it becomes.
Send a matter to a single firm, or to several simultaneously. Partners can also pass cases further along the network if they are not the right fit either, so no good lead stops moving until it finds the right home.
Out-of-the-box integrations
All logos below have native integrations with us. Custom integrations available too.
Enterprise-Grade Security & Compliance
Your data is protected by industry-leading infrastructure and protocols.
Hosted on Microsoft Azure
Our service runs on Microsoft Azure infrastructure aligned with ISO 27001, SOC 1, SOC 2 Type II, and GDPR requirements.
Access Control
We enforce strict, role-based access control. Our personnel can only access your data with a legitimate operational need, ensuring confidentiality and integrity.
Data Encryption
Client data is hosted in Azure UK South and encrypted both at rest and in transit to protect confidentiality throughout its lifecycle.
Transform your firm's client intake process
Capture every opportunity. Qualify leads intelligently. Convert more clients.
Frequently Asked Questions
How is this different from referral marketplaces and standalone platforms?
What happens to the client's personal information during a referral?
Does the receiving firm need a Lexidesk subscription?
Are there any per-referral fees or revenue sharing?
What about ethics and compliance with referral fee rules?
What can I track from the referral dashboard?
Didn't find what you're looking for? Email us at support@lexidesk.ai