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  1. Referral Automation
  2. Referral Program
  3. Automated Legal Referrals

Create referrals in a law firm based on incoming data

Automatically capture and process incoming referral data via webhooks to create new referral records in your case management system without manual intervention. This automation ensures that all critical client and case information is accurately logged, reducing data entry errors and freeing up staff to focus on higher-value tasks. By standardizing and streamlining the referral intake process, your firm can respond faster to new opportunities, maintain consistent tracking, and improve overall client satisfaction.

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  • Webhooks by Zapier
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  • Lexamica