How case referrals work

The referral process

From qualification to referral, here’s how each referral reaches your team.

1. 1

   We complete the intake and qualification

   We take each claimant through our full intake, covering the key details of the accident and their claim, then assess them against your agreed criteria before moving forward.

   • Accident — who was involved, what happened, when and where

   • Liability — fault, police reports, citations, witnesses and supporting evidence

   • Injuries — injuries sustained, ER visits and treatment history

   • Insurance — available coverage, claim status, UM/UIM and MedPay or PIP where applicable

   • Damages — medical bills, missed work and vehicle damage

   • Representation — not currently represented, hasn’t been dropped by a previous firm and hasn’t settled the claim

   We confirm your specific qualification criteria during onboarding.

2. 2

   They sign your retainer

   Once a claimant meets your agreed criteria, we take them through your approved signing process and facilitate execution of your firm’s retainer documents.

3. 3

   We refer them to your team

   After your retainer is signed, we live-transfer the claimant to your intake team whenever they’re available. If your intake team is closed or a live transfer isn’t possible, we use your booking link to schedule them directly onto your team’s calendar.

4. 4

   You’re billed after the referral is made

   There’s no prepayment. You’re only charged after a qualified claimant has signed your retainer and been referred to your team.