Your next client is probably a referral. Know exactly where they came from.
Most attorneys get much of their new business from former clients, other lawyers, and professionals like accountants and financial advisors, then lose track of it in intake notes, emails, and voicemails. ChamberForge keeps every referral in one place, follows it from first call to signed engagement, and shows you which relationships to invest in.
Free for individual attorneys. Organization plans for firms at $15 per user per month.
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Referrals run your business. Spreadsheets shouldn't.
If any of these sound familiar, you're leaving new matters and relationships on the table.
"Who sent us this client?"
Referrals come in by phone, email, and the contact form on your website. By the time the matter opens, nobody remembers who made the introduction.
"Which sources turn into retained matters?"
You know who sends the most calls, but not whose referrals turn into signed engagement letters and fees.
"Did I ever thank them?"
Referral relationships run on reciprocity. Without a record of what you've sent to other attorneys, CPAs, and advisors and what they've sent you, it's easy to let one go cold.
See every referral across your firm
An Organization plan gives managing partners and marketing directors the view no single attorney has: where the firm's new matters really come from.
Every attorney's referrals in one dashboard
See referrals given and received across the firm, by attorney and by source, without chasing anyone for an origination report.
Fees tied to the source, including repeat matters
Record the fees on each referred matter, and add more when the client returns with a new matter or sends a colleague. See which sources keep producing year after year.
Relationships that belong to the firm
Keep CPAs, financial advisors, other attorneys, and former clients in a shared contact list, so your referral network doesn't live only in one attorney's inbox.
Know where your clients come from. Build the relationships behind them.
Once you know who sends you business, you know who to invest in. Every referral in ChamberForge creates natural reasons to reach back out, from the first call to the signed engagement and beyond.
Referral received
Log it and the referral is credited to the person who sent it. They're notified it arrived, so say thanks while it's fresh.
Reviewed and in progress
Your referral source is notified when you open the referral and start working it, so they know the person they sent is being taken care of.
Engaged
Mark it won when the client signs and send a thank-you with the news. A new engagement is the best moment to strengthen a relationship.
Feedback
Rate the referral and add a note only you and the referrer can see, so sources learn which matters are the best fit for your practice.
Repeat matters
Add fees as the relationship keeps paying off and see who has been sending you clients for years.
Every step is a touchpoint. Even when you can't take a matter, closing the loop tells the referrer you took it seriously. Over time, your referral history shows you which relationships deserve a lunch, a referral back, or a personal thank-you. Referral sources on ChamberForge get these updates automatically.
Referral tracking built around how attorneys work
Capture it. Follow it to engagement. Know who to thank.
Log every referral at intake
Record the prospective client's name, contact details, and who referred them the moment the call comes in, from your phone or desk. Former clients, other attorneys, CPAs, financial advisors, and bar referral services: every source in one list.
Keep referral relationships two-way
Track the referrals you send as well as the ones you receive. When you can see the full give-and-take with each CPA, financial advisor, or attorney in another practice area, it's easy to keep those relationships strong.
A referral link that works around the clock
Every member gets a public profile page with a referral form. Put the link in your email signature, on your attorney bio, or in your client newsletter, and new referrals arrive already tracked.
Keep client details confidential
Mark a referral private and its client details are visible only to you, the attorney who received it. The person who referred them still sees the status, so they know how it turned out.
For solo attorneys and law firms
Attorneys
- Track referrals and contacts on the free Single User plan
- Share your referral link with former clients and referral partners
- Join your firm's organization, or your networking group
Law Firms
- Set up your firm as an organization and see every attorney's referrals in one dashboard
- Report on referral-sourced fees by attorney and by source
- $15 per user per month, so you only pay for the people you add
Part of a lawyers' networking or referral group? ChamberForge also tracks 1-to-1s, meetings, and guests for networking groups. See group plans.
Frequently asked questions
Is ChamberForge free for attorneys?
Yes. Individual attorneys can track referrals and manage contacts on the free Single User plan. Firms that want shared dashboards and reports can move to an Organization plan for $15 per user per month.
Does it replace my practice management software?
No, it works alongside it. Your practice management system handles matters, time, and billing. ChamberForge focuses on where your business comes from: who referred each client, whether they retained you, and who you owe a thank-you.
Can our whole firm use it?
Yes. Create an organization for your firm, invite your attorneys, and see referral activity and referral-sourced fees across the firm. You pay $15 per user per month.
I'm in a networking group. Can we use ChamberForge too?
Yes. Networking groups can use a group plan to track referrals, 1-to-1s, meetings, and guests across members. Your attorneys can belong to your firm's organization and their networking group at the same time.
Is it an intake or conflict-check system?
No. Keep running conflict checks and opening matters in the systems you use today. ChamberForge records who referred each prospective client and what came of it.
Does ChamberForge handle referral fees?
ChamberForge tracks referrals and the fees they produce. It does not pay or collect referral fees. Fee sharing and reciprocal referral arrangements are governed by your jurisdiction's rules of professional conduct, so follow them for any referral compensation.
Stop losing track of where your clients come from
Free for individual attorneys.
Organization plans for firms at $15 per user per month.