Logging and tracking referrals
Every referral you send and every referral you receive belongs in ReferralPulse, even the ones that already happened. The history is what powers the dashboard, the dormant-partner reminders, and the suggestions about who to reach out to next. There are two buttons for new referrals (one to give, one to receive), a quick way to update status as deals close, and a voice path for when you're between meetings.
Methods
Where to find Referrals: Sidebar → Referrals.
The page opens on a directory of every referral you've logged, grouped into Received and Given columns by default. You can switch to a By Partner view, search by client or partner name, or filter by status. The four stat cards at the top double as quick filters when you click them.
Give a referral
Where to find it: Sidebar → Referrals → Give Referral button (top right of the Referrals page).
This is the path when you're sending a client to a partner. The form walks you through picking the partner, entering the client's details, describing the opportunity, and recording any commission arrangement.
- Click Give Referral at the top of the Referrals page.
- Search for the partner by name or company in the Select Partner to Receive Referral card. Tap their row to select them.
- If the partner isn't in your network yet, type their name into the search box and click the Create new partner link that appears. A quick-add modal collects first name, last name, email, company, and type of business so you don't have to leave the form.
- Fill in the client's first name and last name. Everything else (company, email, phone, city, state) is optional.
- Add a short description of the opportunity in the Opportunity Details field.
- Optionally set a project value, and toggle This referral involves a commission/fee if you want to track a fee. Pick percentage or fixed amount.
- Click Send Referral at the bottom of the form. If you have several to enter, Save & Add Another keeps the partner selection and the form and resets the client fields so you can keep going.
If the partner you picked has an email on file, after you click Send Referral the app offers to send them a notification with the client's contact details. You review the draft before it goes out, you can edit it, and you can skip the email entirely.
If the new referral came from an introduction, the form shows a Came from an introduction? dropdown right above the client section once you pick the partner. The dropdown lists any intros involving that partner that haven't been linked to a referral yet, with subject, who introduced you, and the date. Picking one ties the new referral to the introduction so its outcome shows the deal it produced.
Receive a referral
Where to find it: Sidebar → Referrals → Receive Referral button (top right of the Referrals page).
Use this when a partner sends a client your way. The form is the same shape as Give, but flipped: you pick the partner who sent the referral, then enter the client's details and any commission you owe.
- Click Receive Referral at the top of the Referrals page.
- Pick the partner who sent the referral.
- Fill in the client's first name and last name and any other details you have.
- Click Receive Referral.
After you save, the app drafts a thank-you email to the partner you can review and send. You can edit, send, save for later, or dismiss the draft.
Logging the past few months of received referrals when you first sign up gives the dashboard enough history to see who is actively sending you business. You don't need every referral, just enough to give the picture some shape.
Update a referral's status
Where to find it: Sidebar → Referrals → click any referral card to open it, or use the three-dot menu on the card → Mark Won, Mark Lost, or Mark Declined.
Referrals don't all close on the day they're sent. There are two ways to update one as the situation develops.
The fast path is the three-dot menu on each referral card on the list page. It has Edit, Delete, Mark Won, Mark Lost, Mark Declined, and View Partner. One click changes the status without opening the detail page.
The full path is to click into the referral itself. The detail view shows the client, the partner, the activity timeline, and full editing for every field, including the project value and commission amount once the deal closes.
When you mark a referral Won, fill in the actual project value and the commission amount if you owe or expect one. These numbers feed your won-this-month and at-risk totals on the dashboard.
By voice or in chat
Where to find it: Top of any dashboard page → AI Chat button (dark button with a sparkle, to the left of the search bar). On iOS, the same chat opens from the Chat tab in the bottom navigation.
The fastest way to log a referral, especially right after a call, is to just describe it.
Sarah Chen referred a client named Mark Watts at ABC Corp to me, his email is mark@abc.com, project is around 25k, no commission.
The assistant figures out who the partner is, who the client is, what the opportunity is, and saves the referral as received. If you owe a commission or are receiving one, mention the percentage or dollar amount and it fills that in too.
Going the other way:
Send a referral to Marcus Johnson for a client called Lisa Pham, lisa@phamlaw.com, family law matter, urgent.
The assistant creates the referral as given, marks it urgent, and lets you know it's saved.
The assistant can also update existing referrals. Try "mark the Watts referral as won" or "what's the status of the Pham referral?" and it answers without you ever opening the list page.
Get more out of your assistant
Two pieces of referral data drive most of what your assistant can do for you in your network.
- Referral history. Every referral you log, sent or received, won or lost, becomes part of the picture your assistant uses to flag dormant partners (people who have gone quiet), surface reciprocity gaps (partners you give a lot to but rarely hear back from), and rank who to reach out to next. Even old referrals help. Logging a few from the last six to twelve months when you first set up the app is the single biggest thing you can do for the quality of the suggestions.
- Status accuracy. Referrals stuck on Open for months when they actually closed pull the at-risk count up and warp the won-this-month numbers. Use the Mark Won / Mark Lost / Mark Declined shortcuts on the list page to keep the picture honest.
If the dashboard's at-risk count looks inflated, it's almost always because there are open referrals from months ago that closed in real life but never got marked. The fastest fix is to scan the At Risk filter on the Referrals page and update statuses in a single sitting.
On the iOS app
Where to find it: Bottom navigation → Chat tab (microphone icon). Or tap the AI Chat button in the header from any screen.
On iOS the assistant is the primary way to log referrals. Tap the microphone and speak the way you'd describe the deal to a colleague:
Just got off the phone with Tom, he's sending me a client called Becky Reyes, she's looking at a commercial lease in Tampa, no commission, log it.
The assistant:
- Records it as a received referral, with Tom as the partner and Becky as the client.
- Pulls the city out of the description if you mention one, fills in the location.
- Confirms once saved with a link to the new referral's page.
If anything is missing (usually an email), the assistant asks for it before saving. You can also dictate updates like "mark the Reyes referral as won, project came in at 80 thousand" and the assistant updates the value, commission, and status.
Voice works hands-free. After a coffee meeting where two referrals came up, you can dictate both back to back in the car. The assistant batches them, asks for any missing emails at the end, and you're done before you reach the office.