Auto-Routing Rules

Send qualifying leads to the right partner automatically — and have the system cascade to the next firm if the first one passes — using the routing algorithm that fits how your network actually works.

Auto-routing rules turn referrals from a manual decision into a background process. Define which leads should go where, pick how the system should choose between your firms, and VerdictFlow handles the rest — including automatically retrying the next firm in line if the first one declines or doesn't respond in time.

What you can route on

Case type — e.g. "all Workers' Comp leads go to Smith & Patel."
Geography — by state, county, or zip code.
Lead source — route Google Ads leads one way and partner-referred leads another.
Custom fields — any property you've set up in Settings → Properties, like injury severity or referral channel.
Combinations — chain conditions together (e.g. "PI + California + injury severity ≥ 4").

The four routing algorithms

When a rule matches a lead, VerdictFlow needs to decide which of your selected firms gets it. You pick one of four algorithms per rule:

1. Round Robin

Distributes leads evenly across all selected firms. Each firm gets the next lead in rotation, so over time everyone in the rule's firm list gets a roughly equal share of the volume.

Best for: A pool of partners you trust equally and want to keep busy in fair proportion.

2. Priority Based

Always tries your firms in the order you specify. The lead goes to firm #1 first; only if firm #1 declines or doesn't respond does the lead cascade to firm #2, then firm #3, and so on.

Best for: A clear preference order — e.g. always offer the case to your top partner first, fall back to the next-best when they pass.

3. Weighted

Randomly selects firms based on percentages you assign. A firm at 50% gets chosen for half the matching leads (on average); a firm at 10% gets chosen one-tenth of the time. If the chosen firm declines or doesn't respond, the lead cascades to the next highest weighted firm.

Best for: Splitting volume in deliberate proportions across partners — e.g. 60% to your largest partner, 30% to a mid-sized one, 10% to a newer relationship you're growing.

4. Shotgun (competitive)

Sends to all selected firms simultaneously (up to 10). Whichever firm retains the client first wins; the rest are automatically released. There's no cascade because every firm sees the lead at the same time.

Best for: Time-sensitive cases where speed matters more than picking a single partner. See Shotgun referrals for the full flow.

What "cascade" means

For Priority Based and Weighted rules (and Round Robin, which uses the round-robin order as its sequence), VerdictFlow keeps trying through your firm list until the lead lands somewhere:

Lead is sent to the first chosen firm.
If that firm declines or doesn't respond within the rule's timeout window, VerdictFlow automatically moves on.
The next firm in the sequence gets the lead with all the same notes and fee terms.
The cycle repeats until a firm accepts or the rule runs out of firms to try.
If every firm declines or times out, the lead is moved to Manual Review so your team can step in — it never gets silently dropped.

You set the timeout (how long to wait before cascading to the next firm) per rule. Every cascade step is recorded on the lead's timeline so you can always see who saw the case, in what order, and what they did.

How a rule is built

Open Referral Automation.
Click New rule.
Choose your conditions — which leads should the rule apply to?
Pick the algorithm (Round Robin, Priority Based, Weighted, or Shotgun) and select the firms involved.
Set the fee terms (defaults pulled from your partner settings; override per rule if needed).
Set the cascade timeout if your algorithm uses cascading.
Activate the rule.

From then on, any new lead that matches the conditions is automatically packaged into a referral and sent.

What's preserved (and what's not)

Sent to the partner: lead contact info, case description, your referral notes, fee terms.
Stripped: marketing attribution (UTM, ad campaign, source). Partners only see what they need to evaluate the case.

Safety rails

Pause any rule instantly without losing the configuration.
Per-rule activity log shows every lead the rule sent, when, who declined, and where it ultimately landed — so cascade behavior is fully auditable.
Test mode simulates a rule against a sample lead before it goes live.
Manual Review fallback catches anything the cascade can't place.

Next steps

Sending referrals — the manual flow that auto-routing automates.
Shotgun referrals — the simultaneous-distribution algorithm in detail.
Adding firms — build your network so auto-routing has somewhere to send leads.

Auto-Routing Rules

Send qualifying leads to the right partner automatically — and have the system cascade to the next firm if the first one passes — using the routing algorithm that fits how your network actually works.

What you can route on

Case type — e.g. "all Workers' Comp leads go to Smith & Patel."
Geography — by state, county, or zip code.
Lead source — route Google Ads leads one way and partner-referred leads another.
Custom fields — any property you've set up in Settings → Properties, like injury severity or referral channel.
Combinations — chain conditions together (e.g. "PI + California + injury severity ≥ 4").

The four routing algorithms

When a rule matches a lead, VerdictFlow needs to decide which of your selected firms gets it. You pick one of four algorithms per rule:

1. Round Robin

Distributes leads evenly across all selected firms. Each firm gets the next lead in rotation, so over time everyone in the rule's firm list gets a roughly equal share of the volume.

Best for: A pool of partners you trust equally and want to keep busy in fair proportion.

2. Priority Based

Always tries your firms in the order you specify. The lead goes to firm #1 first; only if firm #1 declines or doesn't respond does the lead cascade to firm #2, then firm #3, and so on.

Best for: A clear preference order — e.g. always offer the case to your top partner first, fall back to the next-best when they pass.

3. Weighted

Best for: Splitting volume in deliberate proportions across partners — e.g. 60% to your largest partner, 30% to a mid-sized one, 10% to a newer relationship you're growing.

4. Shotgun (competitive)

Best for: Time-sensitive cases where speed matters more than picking a single partner. See Shotgun referrals for the full flow.

What "cascade" means

For Priority Based and Weighted rules (and Round Robin, which uses the round-robin order as its sequence), VerdictFlow keeps trying through your firm list until the lead lands somewhere:

Lead is sent to the first chosen firm.
If that firm declines or doesn't respond within the rule's timeout window, VerdictFlow automatically moves on.
The next firm in the sequence gets the lead with all the same notes and fee terms.
The cycle repeats until a firm accepts or the rule runs out of firms to try.
If every firm declines or times out, the lead is moved to Manual Review so your team can step in — it never gets silently dropped.

How a rule is built

Open Referral Automation.
Click New rule.
Choose your conditions — which leads should the rule apply to?
Pick the algorithm (Round Robin, Priority Based, Weighted, or Shotgun) and select the firms involved.
Set the fee terms (defaults pulled from your partner settings; override per rule if needed).
Set the cascade timeout if your algorithm uses cascading.
Activate the rule.

From then on, any new lead that matches the conditions is automatically packaged into a referral and sent.

What's preserved (and what's not)

Sent to the partner: lead contact info, case description, your referral notes, fee terms.
Stripped: marketing attribution (UTM, ad campaign, source). Partners only see what they need to evaluate the case.

Safety rails

Pause any rule instantly without losing the configuration.
Per-rule activity log shows every lead the rule sent, when, who declined, and where it ultimately landed — so cascade behavior is fully auditable.
Test mode simulates a rule against a sample lead before it goes live.
Manual Review fallback catches anything the cascade can't place.

Next steps

Sending referrals — the manual flow that auto-routing automates.
Shotgun referrals — the simultaneous-distribution algorithm in detail.
Adding firms — build your network so auto-routing has somewhere to send leads.