Referring attorneys
The lawyers who send you what they don't handle. One quiet year from a top source is a big hole.
FOR LAW FIRMS · NOW IN PILOT
Most firms log where a case came from once, at intake, and never look again. ReferraLens watches those relationships over time, so you see one cooling off while there is still time to pick up the phone.
At an Ohio endodontic practice, the first office we ran it in, 34 of 121 referrers sent 76% of the work. Your first upload shows your split.
WHO SENDS YOU WORK
The lawyers who send you what they don't handle. One quiet year from a top source is a big hole.
People you helped who send their friends and family. They'd send more if you stayed in touch.
CPAs, financial advisors, doctors. They see your clients first. Know which ones are still thinking of you.
HOW IT WORKS
Send your intake export. See which sources grew, held or slowed, ranked by what changed.
The few worth a call get an owner and a date. A partner, an associate, whoever knows them best.
Their practice area, the last case you shared, where they went to law school. It stays with the firm.
Every month starts from what your team learned. Even when the person who knew them leaves.
If you record a referral source at intake, you already have what we need. An export from your case management software or a plain spreadsheet works.
ReferraLens helps you notice and follow up. It never pays for referrals. It never sends gifts on your behalf. It never contacts anyone for you. How your firm handles referrals under your state's rules stays your call.
PILOT FIRMS