For law firms

Every referral your firm gives and gets, on the record.

Work moves between firms on trust. The fees that follow it are regulated. A company account tracks both, for every attorney you have.

The relationships live with your attorneys. The record lives with the firm.

Set up your firm

Set up in minutes. Two-seat minimum.

50+

jurisdictional rule sets

document types generated

7 yr

audit retention

01 — The firm’s referral book

Origination stops being a debate.

Managing partners see the whole firm. Each attorney keeps a personal assistant working their own book.

You already know who claims the credit. Now you can see who earns it, and which outside relationships actually feed the firm.

Referrals log themselves

The assistant watches each attorney’s email, calendar, and meetings, and records the referrals and introductions it finds there. Received referrals link to Clio matters automatically. Nobody has to remember to write anything down.

“The referral history stays with the firm, even when an attorney doesn’t.”

Origination, by attorney: Referrals given and received per attorney, with conversion rates and the revenue behind them
Referral sources: The outside firms and professionals who send your firm work, and who owes whom across the relationship
Attorney drilldown: Open any attorney and see their referrals and partner relationships in full detail
At-risk relationships: The assistant flags referral sources going quiet before the work dries up

Member leaderboard — referrals given and received, conversion rate, and revenue for every attorney — Origination by attorney. Given, received, converted, and what it was worth.

02 — Compliance

Fee sharing, regulator-ready.

Referral fees between lawyers are governed by state bar rules that vary across 50+ jurisdictions.

Every arrangement is checked, every license verified, and every disclosure generated before money changes hands.

Fee-sharing agreements: Inter-lawyer referral fee agreements generated and tracked for every arrangement
License verification: Automated checks with 60, 30, and 0-day expiration alerts
Client disclosures: Disclosure and consent documents generated before money changes hands
Payments & 1099s: Year-to-date fee tracking, threshold alerts, and batch 1099-NEC filing
Fee-sharing follow-up: A commissions report shows who owes you, who you owe, and how long each fee has gone unpaid, with aging buckets from not-yet-due to 90+ days
Audit trail: Every action logged with 7-year retention and CSV export

A daily compliance score for the firm, graded A to F.

Arrangements, documents, and open alerts roll up across every attorney, so the firm finds the gap before an auditor does.

“It catches the thing I’d miss at 11pm before a referral goes out.”

Commissions report — a $4,000 referral fee from a deal won 64 days ago, aged into the 61 to 90 day bucket, still unpaid — The fee agreement from months ago, still unpaid at day 64. Nothing to remember, nothing forgotten.

Compliance alert — payments to a partner crossed the $600 threshold, so a W-9 is required for 1099 reporting — A real catch. Payments crossed the 1099 threshold, so the W-9 request is ready to send.

03 — Begin

Give every attorney the assistant. Give the firm the ledger.

Checkout to invites in minutes. No sales call required.

Set up your firm

Set up in minutes. Two-seat minimum.

For law firms

Every referral your firm gives and gets, on the record.

Work moves between firms on trust. The fees that follow it are regulated. A company account tracks both, for every attorney you have.

The relationships live with your attorneys. The record lives with the firm.

Set up your firm

Set up in minutes. Two-seat minimum.

50+

jurisdictional rule sets

document types generated

7 yr

audit retention

01 — The firm’s referral book

Origination stops being a debate.

Managing partners see the whole firm. Each attorney keeps a personal assistant working their own book.

You already know who claims the credit. Now you can see who earns it, and which outside relationships actually feed the firm.

Referrals log themselves

“The referral history stays with the firm, even when an attorney doesn’t.”

Origination, by attorney: Referrals given and received per attorney, with conversion rates and the revenue behind them
Referral sources: The outside firms and professionals who send your firm work, and who owes whom across the relationship
Attorney drilldown: Open any attorney and see their referrals and partner relationships in full detail
At-risk relationships: The assistant flags referral sources going quiet before the work dries up

02 — Compliance

Fee sharing, regulator-ready.

Referral fees between lawyers are governed by state bar rules that vary across 50+ jurisdictions.

Every arrangement is checked, every license verified, and every disclosure generated before money changes hands.

Fee-sharing agreements: Inter-lawyer referral fee agreements generated and tracked for every arrangement
License verification: Automated checks with 60, 30, and 0-day expiration alerts
Client disclosures: Disclosure and consent documents generated before money changes hands
Payments & 1099s: Year-to-date fee tracking, threshold alerts, and batch 1099-NEC filing
Fee-sharing follow-up: A commissions report shows who owes you, who you owe, and how long each fee has gone unpaid, with aging buckets from not-yet-due to 90+ days
Audit trail: Every action logged with 7-year retention and CSV export

A daily compliance score for the firm, graded A to F.

Arrangements, documents, and open alerts roll up across every attorney, so the firm finds the gap before an auditor does.

“It catches the thing I’d miss at 11pm before a referral goes out.”

03 — Begin

Give every attorney the assistant. Give the firm the ledger.

Checkout to invites in minutes. No sales call required.

Set up your firm

Set up in minutes. Two-seat minimum.