Intake Platform

Automate referral intake for high-volume plaintiff matters, triage leads by criteria, and route cases to your best partners.

Standardize cross-office referrals, track conflicts, and analyze which practice groups and external firms generate the most profitable matters.

Share a few details about your firm, and we’ll schedule a tailored walkthrough of Workpad’s referral workflows.

Structure, track, and monetize your firm’s referral network with automated intake workflows built for legal teams.

Services

With Workpad, we finally know where every referred matter goes and can prove the value of our network to partners.

Workpad replaced three spreadsheets and endless emails; our intake team now routes referrals in minutes instead of days.