Intake smarter.
Refer faster.
Close more.
Route referrals between firms automatically, track every outcome in real time, and handle fee compliance — without a single manual follow-up.
No credit card required · Setup in minutes · Cancel anytime
The referral problem, quantified.
Without VerdictFlow
- Emailing firms and waiting days for replies
- Declined referrals go nowhere
- No visibility after you send
- Hours of manual follow-ups every week
- Missed or disputed referral fees
- Referral data scattered across emails and spreadsheets
- No system — just an inbox and hope
With VerdictFlow
- Automated routing based on your rules
- Instant re-routing of declined referrals
- Real-time status tracking for every case
- Centralized referral records in one place
- Built-in fee compliance & auto-generated agreements
- One dashboard for every referral, every firm
- Set it once — let it run forever
The entire referral lifecycle, on autopilot.
Lead Comes In
Intake form, CRM, or manual entry — VerdictFlow captures every lead automatically.
Smart Routing
Custom rules send the referral to the right firm instantly, with cascading fallback logic.
Real-Time Tracking
See every outcome as it happens. No more chasing emails or wondering what happened.
Fee Compliance
Fee sharing agreements trigger automatically. No paperwork, no disputes, no delays.
Everything your firm needs to
stop losing referrals.
Automated Referral Routing
Set your routing rules once. VerdictFlow distributes every lead to the right partner firm automatically — no email chains, no manual hand-offs.
RoutingCascading Fallback Logic
If a firm declines, the referral instantly re-routes to your next preferred partner. Zero leads fall through the cracks — automatically.
AutomationReal-Time Dashboard
A single view of every referral your firm has sent or received, with live status updates and outcome tracking from one screen.
VisibilityFee Compliance Workflows
Auto-generate referral fee agreements the moment a referral is accepted. Track fee status, avoid disputes, stay state-bar compliant.
ComplianceSmart Intake Forms
Customizable intake forms that capture the right data upfront. Qualification rules filter leads before they ever reach your team.
IntakeNative Integrations
Plug VerdictFlow into Clio, HubSpot, DocuSign, Dropbox, Google Drive, OneDrive, Gmail, Outlook, RingCentral, and Aloware without writing a single line of code.
IntegrationsWorks with your existing stack.
Clio
HubSpot
DocuSign
Dropbox
Google Drive
OneDrive
Gmail
Outlook
RingCentral
Aloware
Zapier
CallRailOne platform. Two ways to win.
Plug in the referral layer.
You already have a CRM, a workflow, and a team. VerdictFlow slots on top of your existing stack — no disruption, no re-training, just referrals that stop falling through the cracks.
- Add-on layer — no rip and replace
- Keep Clio, HubSpot, your current stack
- Automated routing & fee compliance built in
- Deploy in under 1 day
Ditch the Google Sheet.
Stop running your practice out of a spreadsheet. VerdictFlow is your first real system for intake and referrals — start free and be live in under 30 minutes.
- Replaces spreadsheets entirely
- Built-in CRM + intake system included
- Automated routing from day one
- Live in under 30 minutes
Free Starter PlanNo credit card required.
Simple, transparent pricing
Start free and scale as your referral volume grows.
- Everything in Starter
- $99/user/month (10-seat cap)
- CRM integrations (HubSpot, Clio, Salesforce)
- Zapier integration
- Referral automation
- Process workflows
- Email support
Stop letting referrals slip away.
Every referral that stalls or disappears is revenue lost forever. VerdictFlow ensures every lead finds the right home — automatically.