For law firm owners: never miss incoming referrals

Criminal defense attorneys miss external referrals, delaying intake and risking lost clients. Instant alerts route referrals to intake so staff contact referrers and prepare call notes.

Overview

Small law firms lose referrals when nobody sees them. This workflow pushes every external referral to intake and operations, creates a summary record, and emails referrers when possible—transforming cold leads into reliable handoffs. Expect faster response times and zero missed follow-ups.

Notable Features

Notify intake and operations instantly
Create concise referral call notes
Escalate urgent referrals to owner