Turn out-of-practice leads into warm, tracked referrals 

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.

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.

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.

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.

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.

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.