Does this overlap with what our CRM does?

Most legal CRMs track contacts and pipelines but don't compute lifetime value across the matter book. The Referral Engine sits on top of whichever CRM you use (or directly on the practice management system if you don't use a CRM) and adds the analysis and the drafting layer.

How does it handle reciprocal referrals?

Reciprocity is part of the relationship picture. The agent tracks both inbound and outbound referrals where you can attribute them, so the quarterly list shows whether the relationship is balanced or one-sided. That signal informs the next-touch recommendation.

AI Referral Engine Agent

Tracks every referral, computes the lifetime value of each source, drafts the thank-you note when a case closes, and surfaces the relationships worth a coffee. The growth channel that compounds when you remember to nurture it.

Automatic referral attribution from the intake record
Lifetime value computed per source by matter count and fee revenue
Thank-you notes drafted on case close, in your voice
Quarterly relationship-investment list with the next-touch suggestion

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The relationship you would have let cool

An estates partner at a downtown firm has been referring you family law matters for 3 years. You've closed 11 of those with combined fees north of $180,000. You meant to send her a real thank-you after the last one closed. You also meant to take her to lunch in February. Both slipped. The Referral Engine drafts the thank-you note within a day of every closed matter and posts a quarterly list of your top 10 sources with the last-touch date and a recommended next contact. The lunch she's owed shows up on your calendar before the relationship cools.

What the Referral Engine does

Captures the referral source on every new matter from the intake record
Tracks matter count, fee revenue, and outcome per source over time
Drafts a thank-you note on case close, tuned to your voice and the source's relationship type
Posts a quarterly relationship-investment list ranked by lifetime value and last-touch recency
Suggests next-contact format (lunch, coffee, holiday note, case-related touch)

Integrations

Practice management system for matter and source attribution
Accounting system for fee revenue per source
Gmail or Outlook for the thank-you draft layer
CRM (HubSpot, Pipedrive) if you use one alongside the practice management system

Built from these legal skills

Each skill is a battle-tested template that codifies how your team already handles this kind of work. The agent orchestrates them into an end-to-end output.

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Practice-area fit

Every engagement tunes the agent to your firm's specific matter mix. The areas below are where we've seen this agent fit most naturally.

All Practice Areas

Function

Intake & Growth

Safety posture

Thank-you notes are drafts you review and send. The agent doesn't send a personal message to a referral source on your behalf. The relationship analysis is internal-only by default, scoped to the partners and any business-development lead who should see it.

Frequently Asked Questions

The agent prompts the responsible attorney during the first matter update to confirm the source if it's missing. After 3 to 6 months of disciplined attribution, your historical picture starts to look reliable. The Managed retainer reviews unattributed matters monthly and surfaces them for cleanup.

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