Referral Service
Boost Revenue with Automated Referrals
While optimized for bar associations, the CE21 Referral Service is designed to automate any professional referral system including legal services and specialized member networks.
Connect the Public with the Right Professionals Instantly
Your website visitors need help fast. Our referral module allows you to build custom intake forms that gather specific case or project details directly within your catalog.
- Automatic Matching: Use a rotating assignment queue to ensure referrals are distributed fairly among your professionals.
- Smart Filtering: Allow clients to narrow their search by practice area, specific specialties, profile fields or even geographical location like zip code radius.
- Monetization Options: Generate immediate non-dues revenue by charging clients a nominal service fee before they receive their referral information.
A Dedicated Portal for Member Success
Give your members the tools they need to grow their practice while reducing your staff’s administrative burden. Once a professional joins your referral group, they gain access to a dedicated management tab on their account page.
- Control Availability: Professionals can pause referrals during vacations or heavy caseloads to ensure they only receive leads when they are ready to respond
- Transparent Reporting: Members manually report fees received, including retainers or settlements, to automatically calculate the referral percentage owed to your association
- Detailed History: Professionals can track the status of every referral, add notes, and manage their selected specialties in real time.
Centralized Management for Your Team
Stop fighting with spreadsheets and manual tracking. Our system automates the communication and calculation tasks that eat up your staff’s time
- Automated Communications: The system triggers personalized emails to the client, the professional, and your staff the moment a match is made.
- Manual Overrides: While the system handles the heavy lifting, your staff maintains full control with the ability to manually initiate referrals or override automatic matches when a specific touch is needed.
- Financial Oversight: Generate statements and track owed referral fees through a centralized dashboard, ensuring your association never misses out on earned revenue.
Tailored to Your Association’s Unique Workflow
No two organizations operate identically. We designed the Referral Service to be adaptable across various professional industries.
- Hierarchical Organization: Organize your service by broad “Practice Areas” and granular “Specialties” to make sure clients find exactly what they need.
- Custom Branding: Enhance your catalog’s appeal by adding unique images and descriptions to every specialty and group.
- Scalable Structure: Whether you have 500 or 50,000 members, our cloud-based infrastructure handles the load so you can focus on your mission.
Ready to transform your referral program?
Experience how a truly integrated platform can eliminate your technology frustrations and drive more value for your members.
CE21 Referral System FAQs
How does the CE21 Referral Service ensure fair distribution of leads?
The system uses an automated referral rotation algorithm and assignment queue. This ensures referrals are distributed fairly among all active professionals and prevents any single member from receiving consecutive referrals.
Can an association charge both clients and professionals for referrals?
Yes. Associations can charge clients a nominal upfront service fee before providing a referral. Additionally, they can set a referral percentage that professionals owe the association based on fees collected from the client.
Does CE21 automate the intake process for lawyer referral services?
Yes. The system provides customizable intake forms that allow members of the public to describe their needs and receive an automatic referral instantly. Staff can also manually initiate referrals for clients who call or visit in person.
How do professionals manage their availability for the referral program?
Professionals can log into their account page to select specific Practice Areas and Specialties. They also have the ability to “pause” accepting new referrals if they are away for vacations or have a heavy caseload.
What happens if a professional cannot take a referred case?
A professional can mark a referral as “Referred Back” due to conflicts of interest or lack of capacity. Once this occurs, staff are notified to manually reassign the client to another matching professional.
Is client information protected and accessible to the association?
Clients do not need to create accounts; their information is captured via the intake form and stored within the referral record. This data is visible only to authorized association staff and the specific professional matched with the client.