Referral Network

VerdictFlow's referral network feature helps you build relationships with other law firms and exchange cases efficiently. ## What is the Referral Network? Your referral network is a curated list of firms you trust to handle referred cases. It includes: - Partner Firms - Firms you send referrals to - Referring Firms - Firms that send referrals to you - Two-Way Partners - Firms you both send to and receive from ## Why Use VerdictFlow for Referrals? ### Without VerdictFlow - Phone calls and emails to find the right firm - Manual tracking in spreadsheets - Lost paperwork and unclear fee agreements - No visibility into case outcomes ### With VerdictFlow - Searchable network of vetted partners - One-click referral submissions - Automated fee sharing agreements - Real-time status tracking - Complete referral history ## Getting Started ### 1. Build Your Network Add firms you already work with: - Import existing partners - Invite new firms to connect - Accept connection requests ### 2. Configure Fee Sharing Set up your default fee arrangements: - Default percentage for all referrals - Per-partner custom rates - Per-case-type variations ### 3. Send Your First Referral When you have a qualified lead: 1. Open the lead detail page 2. Click Refer button 3. Select a partner firm 4. Review fee terms 5. Send the referral ### 4. Track Outcomes Monitor your referrals: - See which are accepted/declined - Track case progress - View fee sharing status ## Network Features ### Firm Profiles Each firm in your network has a profile showing: - Firm name and contact info - Practice areas - Geographic coverage - Referral history with your firm - Fee sharing defaults ### Activity Tracking See all interactions with each partner: - Referrals sent and received - Acceptance rates

• Average response times - Case outcomes ### Fee Management Built-in fee sharing tools: - Default percentages - Partner-specific overrides - Case-type specific rates - Automatic agreement generation ## Key Concepts ### Referral Statuses | Status | Meaning | |--------|---------| | Pending | Sent, awaiting response | | Accepted | Partner accepted the referral | | Declined | Partner declined | | In Progress | Case is being worked | | Completed | Case resolved | | Fee Paid | Fee share has been paid | ### Referral Types - Outbound - Cases you send to partners - Inbound - Cases partners send to you ## Learn More - Adding Firms to Your Network
• Sending Referrals - Receiving Referrals - Fee Sharing Agreements