Referral Intelligence
Track referral sources, surface cross-sell opportunities, and map attorney networks — all connected to firm revenue.
Know exactly where your work comes from.
Referrals drive most new business, but the data usually lives in people's heads. This dashboard makes it visible — so leadership can see which relationships create growth, where new opportunities exist, and how cross-practice referrals actually move revenue.
Top Referral Sources
Ranked by referral volume over the past 12 months. This snapshot reveals which relationships drive the most work and where new opportunities may exist.
These insights make relationship networks measurable — turning firm trust into firm intelligence.
Revenue by Source
Top referral sources by estimated annual revenue contribution.
See the Other Systems.
This is one layer of the 90-Day Operating Plan — the visibility layer. Explore how it connects with the firm's Content Engine and Growth Framework.
Each system connects — referrals, visibility, and growth run on the same rhythm.