FAQ
What is the best referral tracking software for attorneys and law firms?
Attorneys and law firms need referral tracking software that goes beyond a generic CRM. It has to handle referral fee compliance, bar ethics rules, commission tracking, and relationship reciprocity.
ReferralPulse is purpose-built for this. It tracks every referral you send and receive across your professional network, monitors state bar referral fee regulations, and automates 1099 and W-9 documentation.
Unlike a CRM that tracks clients, ReferralPulse tracks the relationships that bring those clients in. A voice-first interface lets you log referrals and search your network between meetings or while driving.
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