Co-Counsel & Referral Fee Pipeline
When case is outside practice area, offer co-counsel or ethical referral fee arrangements with trusted attorneys
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
When case is outside practice area, offer co-counsel or ethical referral fee arrangements with trusted attorneys.
How It Works
1
Outside Area
AI identifies non-practiced area
2
Match Attorney
Search referral partner database
3
SMS: Client
"We work with excellent {{practice_area}} attorneys. We'll connect you."
4
Email: Partner
Subject: "Referral: {{practice_area}}" — Case summary, fee terms
5
Referral Pipeline
"Referred Out" tracking
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
Consent-based messaging with opt-out compliance.