Log who referred a case, its matter type, urgency and client needs in one registration, so firms route referrals correctly and thank partners on time.
Quick answer
Captures who referred a matter, its type and urgency and the client's needs in one record, so firms route each referral to the right person and credit partners on time.
Disclaimer: this page is for process reference only and is not legal advice. Referral fee-sharing and conflict rules vary by jurisdiction; check bar requirements before accepting referrals.
Methodology: fields follow common law-firm referral intake and credit-tracking practice.
Referrals arrive from partner firms, bar networks, accountants and existing clients — each with a story about who sent the matter, why and what the client needs now. This registration form captures source, relationship, matter type and requirements in one pass, so intake routes the case to the right desk, credits the referrer and follows up before goodwill cools.
Sample form preview (live - fill it in to see responses).
Everything you need to run this template.
Who referred, via which relationship.
Type, jurisdiction and parties involved.
Court dates or limitation windows.
What the client expects and why now.
From copy to deliverable in four steps.
Copy it into your intake flow.
Source, matter, urgency and needs.
Assign the practice desk and owner.
Credit the referrer and track outcomes.
Pick your role — see how it fits your workflow.
One clean record per referral.
Keep the referral network warm.
See which sources bring real work.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
