ReferDesk

Overview

ReferDesk combines a lawyer network with tools for managing cases passed between attorneys. The network spans practice areas and jurisdictions and includes more than 7,000 attorneys, according to its homepage. Users can connect with attorneys, join groups, and find co-counsel, so the platform can support relationship-building as well as referral administration. Its reach is a starting point, not a guarantee that the right partners are available for a particular practice.

The dashboard tracks referrals sent and received through stages including Attorney Invited, Under Review, Under Contract, and Case Settled. That gives firms a view of progress beyond the initial introduction. The FAQ says there is no limit on referrals, which makes ReferDesk plausible for ongoing coordination rather than a small, quota-bound workload.

Key features

Referral routing and tracking

Users can send, accept, and monitor referrals. If an attorney has not accepted a referral, the sender can withdraw it and move the case to the next attorney in the sequence. That fallback helps keep a stalled referral from blocking the next step, while the status stages let firms distinguish an invitation from a case under contract or settled.

Case information and exports

ReferDesk can pull case information from a connected case-management system to create referrals, reducing duplicate entry for firms already using a supported system. It integrates with Filevine, Clio, Rocket Matter, and other case-management systems. Receiving attorneys can access the information and documents shared in the case workroom, so firms should consider what case material they choose to share. Referred-in and referred-out cases can be exported through an Excel button, useful for keeping a separate record or reviewing referral activity outside the dashboard.

Pricing

The Free platform plan is free. It includes a profile and access to the social network and referral dashboard, with no limit on referrals stated. That is a meaningful fit for firms that want to try referral coordination without a platform charge or a stated referral quota. No paid plan or seat-based charge is described, so firms needing different service levels should not assume they are included.

Platforms

ReferDesk is a cloud application accessible from internet-connected devices, with web access and compatibility for Windows and macOS. This suits firms working across common desktop environments without requiring a single operating system.

Who it's for

ReferDesk is aimed at lawyers and law firms that regularly send or receive cases, want visibility into both sides of the referral pipeline, and can benefit from case-management data import. It is less compelling for firms that do not need a lawyer network or are not comfortable sharing selected case information through a workroom.

Pros and cons

• Pro: No stated referral cap makes it suitable for continuing referral activity, rather than limiting use to a fixed number of cases.
• Pro: Connections with Filevine, Clio, Rocket Matter, and other systems can reduce repeated case-data entry.
• Pro: The dashboard tracks sent and received cases through distinct stages, and senders can reroute an unaccepted referral.
• Con: The value of a network of more than 7,000 attorneys depends on whether it has useful contacts for a firm's practice areas and jurisdictions.
• Con: Receiving attorneys can see the information and documents shared in a case workroom, so firms need to make deliberate sharing decisions.

Alternatives

For firms comparing legal-marketing options more broadly, see Legal Marketing Software.

Choose Avago instead if the priority is AI website generation, content assistance, and stock imagery rather than attorney referral routing. Law Firm Central offers a free hosted firm page with a lead form and basic SEO, with a 497.00 USD per month Starter plan for firms seeking a paid marketing option. Attorney Share may suit firms seeking case matches with no monthly fee and a one-time fee only when a client is signed. Mainfolk is an alternative for building a simple website, with a free plan and mobile apps. Overture Law lets attorneys post referrals and share fee splits for free, with paid membership for attorneys receiving referrals.

Saturney, LegalSpark, and Birdeye are other options to compare.

Verdict

ReferDesk is a sensible choice for firms that want a free, uncapped referral workflow, especially when case-system connections can save repeated data entry. Look elsewhere if the attorney network does not match your practice or if your firm needs a different approach to sharing case information.