The referral CRM for personal injury firms

Build your referral network like a system, not luck.

Every doctor, chiropractor, MRI center, body shop and referring attorney in your territory on one map. Every visit and follow-up logged. And a daily plan that tells your team exactly who to visit, call or follow up with next.

Book a 20-minute demo See how it works
1 in 10chiropractors you meet can become a steady source of casesAs taught in a widely followed PI firm-growth bootcamp
$2,500+is what many firms pay per signed case from paid search, every timeIndustry marketing benchmarks
~9new referred cases a month by month 6, with 30 logged visits a monthIllustration, not a promise. See the math below
Referral Network dashboard: providers in your territory, active partners, visits this month, follow-ups due, coverage gaps, and a map of clinics in the San Fernando Valley

Your next cases are sitting in relationships you haven't built yet.

Chiropractors, doctors and body shops see injured people every day. Most firms know this, and most firms still leave the relationship to chance.

Your network lives in one person's phone.

When your marketer or rainmaker leaves, the relationships walk out the door with them.

Follow-ups slip.

The chiropractor who sent you two cases last year hasn't heard from you in months, and another firm is now taking them to lunch.

A client gets hurt in another county.

Nobody at the firm knows a PI-friendly chiropractor or an MRI center there, and treatment starts late.

Ads cost more every year.

Every case from paid search is paid for again. A relationship you build once keeps sending cases.

Everything your business development work needs, in one place.

Whether it's your rainmaker attorney, any attorney who wants to bring in cases, or a dedicated business development rep, here's how their week maps to the tool.

The workReferral Network
Visit medical offices, healthcare providers and auto body shops→Territory map of every licensed clinic near you, filtered by specialty
Keep records of contacts, meetings and follow-ups→Visit log and follow-ups, shared with the whole firm
Know who to see next, without guessing→Today's plan: overdue follow-ups, partners going cold, gaps to fill
Identify new opportunities across your area→Coverage gaps by area and specialty, so you know where to grow
Represent the firm at networking events and industry functions→Events calendar with who's going, built into the daily plan
Track mileage, gas and meals with partners→Expenses with receipt photos and a monthly budget

What a consistent system could bring in.

Relationships compound. Here's how steady, logged outreach can grow into a monthly flow of referred cases.

30
visits a month by one attorney or rep
3
new referring partners a month, at about 1 in 10 meetings
18
active referring partners by month 6
~9
new referred cases a month by month 6

Illustration only, not a promise. It assumes about 1 in 10 provider meetings becomes a referring relationship, a commonly cited PI coaching benchmark, and that each active partner refers about one case every two months. Your results depend on your market, your team and your follow-through.

One screen for your whole network.

Built for personal injury firms, and simple enough that your team learns it in about 30 minutes.

Map

Every provider in your territory

Chiropractors, physical therapy, pain management, imaging and MRI, orthopedics and neurosurgery, loaded from the federal provider registry.

Daily

Today's plan

Each morning: overdue follow-ups, partners going cold, a gap to fill and events this week, with one-tap actions.

Log

Visits and follow-ups

Log a visit in under a minute from your phone. Set the next step and the date, and it lands on the plan.

Growth

Coverage gaps

See which areas have no MRI center, orthopedist or chiropractor you work with, before a client gets hurt there.

Partners

Beyond clinics

Body shops, tow companies, urgent cares and attorneys in other practice areas who meet injured people.

Team

Built for the whole firm

Every attorney and rep logs under their own name. Partners, history and pipeline stay with the firm.

Spend

Expenses and mileage

Mileage, gas, parking and meals, with receipt photos and a monthly budget you can see at a glance.

Events

Networking calendar

Conferences, bar mixers and medical association meetings, with who's attending.

Optional

Referred matters and co-counsel

Track which partners refer matters and how they progress, by your case number only, with fee-agreement and client-consent checks for co-counsel.

Built by a California attorney, around the rules.

  • Relationships only. No fields for referral payments, gifts or anything of value tied to referrals.
  • No client information. Provider and business contacts only. Matters are tracked by your case number, never a client name.
  • Your data stays with your firm. It lives in your firm's own account, and you can export it anytime.
  • Access for your team only. Only the people your firm adds can open it.
Territory map with clinics colored by specialty, follow-ups due and coverage by area

Up and running in days.

20-minute demo

We walk through the tool and your territory together.

We load your territory

Every provider in the counties you serve, ready on day one.

Your team trains in 30 minutes

A hands-on quick-start guide, step by step.

Your daily plan starts

Visit, log, follow up. The network builds itself, one visit at a time.

Made for

Rainmaker attorneysFirms with a business development repFirms taking cases statewideGrowing PI firms in California

Stop leaving referrals to luck.

See your own territory in a 20-minute demo: the providers near your office, where your network has gaps, and what a daily plan looks like for your team.

Book a 20-minute demo