Send, Receive, and Track Referrals

April 30, 2020

Radically Improve the Success of Your Referral Program

Move from sending referrals out and hoping they convert to a robust system of sending, tracking, and following up with Filevine's referral tools. Turn your referral program into a scalable, manageable revenue stream without vastly growing your intake staff.

Easily Send Leads to Your Referral Partners

Refers are a critical part of your intake process and a valuable revenue stream. Make it easy for your team to refer out potential new clients, and for your referral partners to receive and report on the progress of these clients. Filevine's intake platform provides a simple interface to manage referrals for both your team and your partners, and ensure that nothing slips through the cracks.

Track Referral Fees and Automate Your Follow Up

Keep track of every referral that you've sent in Filevine's referral dashboard. See which referrals are pending, under review, or signed in one easy interface. Follow up on referrals to see where the conversation led and easily coordinate referral fees in one dedicated space.

See all that Filevine can do with a customized demonstration from our team

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