Referral Engine

Attorney Referral Network

Build better relationships with your peers. Send and receive referrals and execute fee agreements faster.

Grow your personal injury practice on a secure platform by expanding your network

Make referral engines a part of your referral strategy and increase your client intakes and profits. Build and foster mutually beneficial business partnerships with a growing community of leading plaintiff attorneys.

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Increase your profits

Market your strengths to your industry peers. Take on more high-quality clients at a fraction of your regular networking costs.

Simplify your referrals

Send out and acquire referrals, execute fee agreements, securely share case info, and track changes to your referred matters from anywhere.

Secure platform

Referral Engine lets you share matter data (notes, calendar entries, tasks, documents, timelines, etc.) on a HIPAA-certified secure legal software instantly.

Seamless referral management with easy-to-receive referrals

Send, receive, and track referrals from hundreds of personal injury peers. Take on referrals from our growing subscriber network of respected personal injury attorneys and grow your profits.

Easy-to-send referrals

Create and send referrals in seconds (anytime, anywhere) using CloudLex. Monitor the status and transaction history of each case from a list of referred-out matters.

Execute fee agreement

Don’t waste precious time with go-between negotiations. Finalize fee agreements with partner firms in a matter of seconds from within the app.

One-click data sharing

Share your referred-case data and documents (including notes, tasks, calendar entries, timelines, and more) over a HIPAA-certified and secure legal software.

Hassle-free case tracking

CloudLex manages your referral and tracks changes to your referred cases automatically, so you always stay up to date on the latest case developments.

Plaintiff personal injury law solutions built specifically for you

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Intake Manager

Establish an efficient intake process for your personal injury law firm and clients

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Matter Manager

State-of-the-art case management software designed exclusively for personal injury law

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Client Messenger

Streamline your client communication to move cases forward

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Microsoft Office

Reimagine productivity with seamless Microsoft Office Online integration

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Digital Archiver

Cloud storage for paperless law firms with digital archive access for the future

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Referral Engine

Grow your personal injury practice on a secure platform and exclusive network

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Documents

Keep all your documents organized with CloudLex’s seamless Microsoft Word integration

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App Integrator

Connect the best legal tech apps with CloudLex to build your complete LegalCloud®


David Krangle

“Being an attorney for over 20 years, I have seen most of the case management programs available to the plaintiff’s personal injury legal community. CloudLex is not only easy to use, but it has helped our growing law firm become more efficient. Additionally, customer service is quite important to us. The staff at CloudLex have continually been available to us at a moment’s notice to assist us with any questions that we may have. As lawyers themselves, they truly value their clients. We would recommend CloudLex to any personal injury law firm who has never used a system or to a firm who wishes to change from their existing case management system.”

David Krangle

Alonso Krangle, LLP | New York


Attorney referral network FAQs

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, streamline 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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