Co-Counsel & Referral Fee Pipeline
When case is outside practice area, offer co-counsel or ethical referral fee arrangements with trusted attorneys
What This Automation Does
How It Works
Outside Area
AI identifies non-practiced area
Match Attorney
Search referral partner database
SMS: Client
"We work with excellent {{practice_area}} attorneys. We'll connect you."
Email: Partner
Subject: "Referral: {{practice_area}}" — Case summary, fee terms
Referral Pipeline
"Referred Out" tracking
This automation is included with your Intellivizz AI subscription.
Compliance & Security
Consent-based messaging with opt-out compliance.
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