“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!”
Billie Tarascio
Founder & Managing Attorney at Modern Law
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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
The full referral workflow, built into Lexidesk.
From partner management to case handoff and tracking, everything lives in one place.
Built into your intake, not bolted on
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.
Privacy-first handoff
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.
A network that grows itself
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.
Full tracking from send to outcome
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.
Free for everyone. No catches.
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.
Waterfall referrals
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 companies below have native integrations with us. Custom integrations available too.
Enterprise-Grade Security & Compliance
Your data is protected by industry-leading infrastructure and protocols.
- Azure Infrastructure
Hosted on Microsoft Azure
Our service runs on Microsoft Azure infrastructure aligned with ISO 27001, SOC 1, SOC 2 Type II, and GDPR requirements.
- Role-Based Access
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.
- Privacy
Data Encryption
Client data is hosted on Azure and encrypted both at rest and in transit to protect confidentiality throughout its lifecycle.
Trusted by law firms handling sensitive client data
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?
Other platforms sit outside your intake flow. You generate leads in one system, qualify in another, and then have to remember to go to a third platform to refer the ones you decline. Each step is friction, and every friction point is a lost lead. The Referral Network lives inside Lexidesk, the same platform already answering your calls and qualifying your leads. The referral happens at the exact moment you learn the case is not for you. Zero context loss, zero delay.
What happens to the client's personal information during a referral?
When your partner clicks the referral link, they see the full intake conversation, but contact details such as phone numbers and emails are automatically redacted. Once they accept, those details unlock instantly so they can reach out to the client right away.
Does the receiving firm need a Lexidesk subscription?
No. Partners sign up for free to receive referrals. They get a free account, can review and accept cases, and can start referring cases back to you and to other firms in the network. If they like what they see, they can upgrade to use the full platform, but that is entirely their choice. The referral features work completely free.
Are there any per-referral fees or revenue sharing?
None. Lexidesk takes no percentage of referral fees and charges no per-referral costs. It is included in your existing plan. We make the Referral Network free because the more firms on the network, the more valuable Lexidesk becomes for everyone.
What about ethics and compliance with referral fee rules?
The Referral Network is a tool that facilitates the mechanics of referring cases between firms. How you structure referral fee agreements, client disclosures, and responsibility arrangements is between you and your partners, just as it always has been. What the platform provides is a complete, auditable trail of every referral: when it was sent, to whom, when it was accepted, and the full context of the conversation. We recommend working with your state bar guidelines and having a written referral fee agreement with each partner.
What can I track from the referral dashboard?
Everything. Sent referrals with partner name and status. Received referrals from other firms with the same tracking. Acceptance rates by partner. A visual map of your referral relationships showing the flow of cases between firms. You can see exactly which partners are responsive, which ones convert, and where your referral revenue is coming from, all in one place.
Didn't find what you're looking for? Email us at hello@lexidesk.ai