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Attorney Referral Network

Referral Engine

Join the growing attorney referral network

Expand your professional circle and establish valuable connections by becoming a part of an ever-growing network of personal injury attorneys across the nation. Build relationships where you refer cases to each other, execute fee agreements faster and grow together.

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Personal injury referral network

Attorney referral network

Grow your firm with personal injury referrals

Build your network

Make informed decisions with ease

Effortless marketing with personal injury referrals

Solve the challenges and costs of extensive marketing and SEO efforts. Leverage personal injury referrals from fellow lawyers to acquire new clients effortlessly. A referral from a trusted source greatly increases the likelihood of long-term client retention.

Digitize your client intake process

Secure platform for growing your practice

Make the Referral Engine an integral part of your marketing strategy to increase client intakes and profits. Utilize a secure platform that enables seamless sharing of case information, including notes, tasks, documents and timelines, with HIPAA-certified protection.

Gain valuable insights with powerful analytics

Maximize profits by showcasing your strengths

Market your strengths to industry peers and attract more high-quality clients at a fraction of the cost typically associated with networking. The Referral Engine allows you to expand your client base while minimizing expenses.

Streamline your case evaluation process
Streamline your case evaluation process

Embrace Referral Engine, empower your practice

Effortlessly acquire new clients and solve marketing challenges with personal injury referrals. The secure platform of Referral Engine enables the seamless sharing of case information while maximizing profits by showcasing your strengths to industry peers.

Attorney referral network

Simplified referral management at your fingertips

Grow your practice with referrals


Data sharing

Fee agreements


Case tracking


Instant one-click data sharing

Bid farewell to cumbersome paperwork and document exchanges. With CloudLex, create and send referrals within seconds, from anywhere, without the need for follow-ups. Monitor the status and transaction history of each case effortlessly.

Quickly finalize fee agreements

Save time by avoiding go-between negotiations. Finalize fee agreements with partner firms in a matter of seconds using the Referral Engine. Streamline your processes and focus on what matters most—helping your clients.

Secure data sharing with HIPAA-certified software

Share your referred-case data and documents effortlessly, including notes, tasks, legal calendar entries, timelines and more. Rest easy knowing your information is protected by HIPAA-certified and secure legal software.

Stay informed with hassle-free case tracking

CloudLex automatically manages your referrals and tracks changes to your referred cases, ensuring you’re always aware of the latest personal injury case developments. Simplify your legal workflow automation and never miss important updates.

See what your peers are saying about CloudLex!

What your peers are saying about CloudLex.

Best cloud-based software for Personal Injury attorneys

Personal Injury case management made easy! I would recommend it to any personal injury firm!

CloudLex having an integrated intake app, referral network and client communicator enhances the system. Also, I have tried 3 other cloud-based systems; CloudLex’s customer service is the best I have seen.

Barry Agnew

Agnew & Rosenberger, PLLC | Managing Attorney

Frequently asked questions

How does CloudLex help me generate personal injury referrals?


Every personal injury firm works tirelessly to grow their practice. Some familiar methods to garner new clients include advertising and client referrals. There’s another great method to grow your practice – through your attorney referral network!

CloudLex can help you develop and manage a profitable and larger attorney referral network from the start. CloudLex’s Referral Engine app lets you send and receive referrals from anyone including those in our growing subscriber network of personal injury attorneys. Referral Engine allows you to share data via secure, HIPAA-compliant server, helping you execute fee arrangements easily and efficiently! The app also has a progress tracking feature that allow you to follow up with your ongoing matters without the hassle of having to contact all referral partners individually.

Once you start developing relationships, Referral Engine can expand your circle even further by providing a cloud-based networking hub for attorneys across the country. Referral Engine fosters collaboration and helps your referral network grow, making it a powerful marketing tool that saves you time and energy while putting more money into your pocket.

CloudLex’s technology can manage your referral strategy for you by automatically updating you on any developments in your cases. It also helps you manage contacts, unified law firm communications, and integrate all relevant business systems to make management of your law firm as simple as possible. With CloudLex, you can streamline your referral strategy and create sustainable growth for your firm.

Why do attorneys refer out cases to other personal injury law firms?


There are four reasons as to why a personal injury firm may refer a case to another firm:

Strategic PI Focus/Not the Right fit for Your Business
Under the already-small umbrella of the personal injury, there are attorneys and firms who only handle certain types of cases. If a case is extremely complex, such as medical malpractice or product liability, an attorney who feels they cannot provide proper representation on that type of case is likely to refer it out.

This can work the other way as well. Some firms that specialize in specific cases, such as medical malpractice, may refer out standard accident cases. If you or your firm specializes in a particular area of personal injury, be sure to let your partner firms know. This helps you stay at the top of their minds and receive referrals for when those kinds of cases show up.

Cashflow Priorities
There are significant upfront expenses that come with building a personal injury case. If a firm feels that they are not able to cover these initial expenses or will not recuperate enough from the case, they will likely refer the case out.

Many personal injury attorney struggle to maintain the resources their firms need to be successful. Insufficient cash flow can often impede progress. High-level cases that require significantly higher upfront costs may overwhelm smaller firms that can’t front the cost; If a high-level case comes to a small firm or sole practitioner, they may refer it out to a larger firm that can cover those associated costs.

Keep in mind referrals can also flow the opposite way, from larger firms to smaller. Establishing relationships within your attorney referral network is important to make sure you are receiving referrals from other firms.

Conflict of Interest
Under American Bar Association rules, personal injury lawyers may not represent a client if “the representation of one client will be directly adverse to another client; or there is a significant risk that the representation of one or more clients will be materially limited by the lawyer’s responsibilities to another client.” When these situations arise, cases are rejected and typically referred out. Although it’s impossible to predict when a conflict of interest will occur, developing strong relationships with other firms in your network will position you to take on these referrals when they do come up.

At Capacity
The last reason a firm may refer out cases is if the case-receiving firm simply doesn’t have the time or personnel to take on a new case. This is rare as firms typically hire new associates to support their growth, but it can happen. By letting other firms know you are ready and willing to take on their overflow, you can generate more case referrals and improve your bottom line.

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