Adding Firms to Your Network

Your network is the list of firms VerdictFlow knows about. It's the universe your manual referrals, auto-routing rules, and shotgun referrals draw from. The bigger and better-tagged it is, the more leverage every other referral feature gives you.

What's in a network entry

Each firm in your network is a profile that holds:

• Firm name, primary contact, contact info.
• The practice areas they handle.
• Their geography (state, region, jurisdictions).
• Default fee terms for referrals to/from them.
• A complete history of every referral exchanged with them — sent, received, accepted, declined, retained, settled.

You'll use those tags every time a routing rule decides where to send a lead, so it's worth filling them in once when you add a firm.

Three ways to add a firm

1. Add manually

The fastest path when you already know the partner and just need to record them:

1. Open Network in the sidebar.
2. Click + Add Firm.
3. Fill in name, contact, practice areas, and geography.
4. Save.

The firm is now in your network. They don't need a VerdictFlow account — manually-added firms work for outbound referrals via email/PDF until they decide to join.

2. Invite them onto VerdictFlow

When the partner is open to using the platform, send them an invitation instead of (or after) adding them manually:

1. From the firm's profile, click Invite to VerdictFlow.
2. Enter the email of the person who should set up their firm's account.
3. Send.

They get a one-click signup. As soon as they accept, the two firms are connected — and that unlocks:

• Real-time referral handoff — they see new referrals instantly in their app instead of getting an email PDF.
• Two-way status updates — you see when they accept, retain, or settle a case without asking.
• Automated fee-sharing agreements — agreements generate, route for signature, and store themselves on both sides.
• Shared referral history — both firms see the same audit trail.

Connected firms are flagged in the network with a "Connected" badge so it's obvious which partners are on the platform.

3. Import a list

If you already have a roster in a spreadsheet or in HubSpot:

• CSV — Network → Import → download the template, fill it in, upload, map columns, confirm.
• HubSpot — Settings → Integrations → HubSpot. Connect, choose which company list to sync, and firms appear in your network automatically.

Imports come in pre-tagged when your CSV/HubSpot data has practice areas or location columns, which saves a lot of cleanup.

Accepting an invitation from another firm

If a partner adds you to their network and invites you:

1. You'll get an email and an in-app notification.
2. Open Network → Invitations, or click the link in the email.
3. Accept (or decline).

Accepted invitations create a connected relationship — same benefits as inviting outward.

Organizing your network

A few tags pay dividends every time a routing rule fires:

• Practice areas — so rules can route by case type ("all Workers' Comp goes to firms tagged with WC").
• Geography — state, region, or zip-code coverage so rules can route by where the client lives.
• Relationship category — Preferred Partners, New Connections, Inactive. Useful for filters and weighted routing.
• Custom notes — anything that helps your team pick the right firm at a glance ("only handles cases over $25k", "Spanish-speaking intake").

You can filter the network list by any of these, and routing rules can use them as conditions.

Editing, archiving, and removing firms

• Edit — open the firm profile and click Edit. Useful when contacts change or they pick up a new practice area.
• Archive — hides the firm from new referrals but preserves all history. The right call when a relationship has gone quiet but you don't want to lose the audit trail.
• Delete — permanent removal. Wipes referral history with that firm.

Firm profile at a glance

Every firm's profile shows you, in one place:

• Their info, practice areas, and geography.
• Default and case-type-specific fee terms for referrals you exchange.
• A performance summary — referrals sent vs. received, acceptance rate, average response time, retained rate.
• Recent activity timeline — every referral, status change, and communication.

This is also where you'd open a fresh referral to that partner, edit fee defaults, or kick off a re-invitation if they haven't joined yet.

Permissions

Adding, editing, and inviting firms requires the Manage network permission. Members without that permission can still see the network and use it as a referral target, but can't change firm records.

Next steps

• Sending Referrals — start sending leads to your newly-added partners.
• Auto-Routing Rules — let the system pick the right partner for you.
• Fee-Sharing Agreements — set the fee defaults that apply when you refer to (or receive from) each partner.