Referral Specialist

• Receive, acknowledge, verify, and track incoming attorney referrals
• Gather intake information, case summaries, records, deadlines, and authorization for client contact
• Coordinate conflict checks and attorney review; flag missing information and urgent issues
• Track referrals through acceptance, decline, or referral decisions and keep referring firms informed
• Obtain and save referral agreements, engagement documents, and supporting records
• Maintain the pending outgoing-referral queue and send authorized referrals to approved firms
• Follow up on pending placements and coordinate acceptance, referral terms, and client consent
• Draft withdrawal and transfer letters and coordinate signed agreements and consents
• Securely transmit case files, confirm receipt and acceptance of representation, and update statuses
• Monitor active referred-out cases and obtain status updates at least quarterly
• Maintain referral-partner information and build professional referral relationships
• Keep practice management records, referral trackers, correspondence, and case folders current and accurate
• Coordinate with Finance on ledgers, expense reimbursements, referral fees, Closing Statements, payments, and reconciliation
• Prepare reports on referrals, placement times, pending matters, case updates, fees, and reimbursable costs
• Identify bottlenecks and recommend process improvements to the manager

Explore Referral Specialist at Zinda Law Group, PLLC. Review requirements and application details.