We are excited to launch the CE21 Referral Service, a powerful tool designed to help professional organizations modernize and grow their referral programs. Built with the specific needs of bar associations in mind, this module digitizes the entire journey from the initial public inquiry to final fee tracking.
Why Move Your Referral Program to CE21?
- A Simple Public Experience: Potential clients can find qualified professionals without creating an account or navigating complex logins. They visit your branded catalog, select a practice area, and provide their details through a customizable intake form.
- Fair Lead Distribution: Our system uses an automated round-robin distribution method. This rotation ensures that leads are shared fairly among all participating members and prevents any single professional from receiving back-to-back assignments.
- Member Self-Service: Your members manage their own participation directly through their CE21 account. They can update their specialties, report fees to calculate referral percentages, or pause their status when they have a full caseload.
- New Revenue Opportunities: The service supports your bottom line through multiple channels. You can charge nominal service fees to the public, collect percentage-based referral fees from members, or create tiered membership dues for high-demand practice areas.
- Administrative Oversight: While the system automates the heavy lifting, your staff remains in control. Admins can manually initiate referrals for walk-in clients, reassign cases if a conflict arises, and generate detailed reports to track every lead and dollar.
Get Started Today
The CE21 Referral Service is more than a directory. It is a complete ecosystem designed to generate non-dues revenue while reducing the administrative work required to connect the public with experts.
Learn more about the CE21 Referral Service
