A quick introduction to VerdictFlow - the referral management platform built for law firms.
Master lead management in VerdictFlow - from intake to referral.
Two-way calendar sync, intake call scheduling, and consultations — all tied back to the lead they belong to so meetings, prep, and follow-up live in one place.
Every email, text, and phone call with a lead, automatically logged on the right record — so any teammate can pick up where the last conversation left off.
One library for every reusable document your firm sends — fee-sharing agreements, retainers, engagement letters, NDAs, and any custom document — with merge fields and your choice of e-signature provider.
Stay on top of what matters — new leads, incoming referrals, partner replies, task deadlines — without drowning in noise. Notifications you can tune per channel and per category.
A map of every Settings page so new admins know where everything lives — from custom fields to integrations to billing.
Build and manage your network of trusted partner firms for seamless referrals.
Create, send, and manage fee sharing agreements for your referrals.
Your single, resumable checklist for getting VerdictFlow fully set up — from inviting your team to receiving your first referral.
Two kinds of intake forms — public ones embedded on your website for prospects to fill out, and internal ones your team uses on the phone — both feeding the same VerdictFlow pipeline.
Trigger emails, SMS, tasks, and status changes automatically as leads move through your pipeline — so the routine work happens without anyone remembering to do it.
Plug VerdictFlow into the tools your firm already uses, so leads flow in to be referred out and incoming referrals flow out into your case management — without copy-paste.
How VerdictFlow's role-based access control keeps the right people in the right parts of your firm — without the IT-admin headache.
Assign work to your team, set due dates, and never lose track of follow-ups — every task is tied to the lead or referral it belongs to.
See where your leads come from, who's converting them, and how your network is performing — without exporting to a spreadsheet.
Choose the plan that fits your firm. Add seats anytime. Cancel anytime.
Replay any guided walkthrough at your own pace, or skip the ones you don't need.
Try VerdictFlow's full referral flow with realistic test data — and clear it whenever you're ready for real leads.
