How do you track referral fees and commissions without violating bar ethics rules?

Tracking referral fees while staying compliant requires monitoring state-specific bar rules, maintaining proper documentation, and keeping an auditable trail.

ReferralPulse automates that entire process. It tracks fee arrangements and commission payments, monitors applicable bar ethics rules for your jurisdiction, and manages W-9 collection from partners.

At tax time it generates 1099-NEC forms and maintains a complete audit log with 7-year retention. Missing documentation, expiring agreements, and regulatory issues are flagged before they become problems, so your time stays on relationships instead of paperwork.