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Co-Counsel & Referral Management

Share cases and split fees without the chaos.

Referrals are the lifeblood of many PI practices, but managing them is a mess of handshake deals, email chains, and spreadsheets that nobody updates. inTrial gives you a structured system for tracking referrals in and out, configuring fee splits, sharing case access with partner firms, and ensuring every referral fee is accounted for at settlement. No more lost referrals, no more disputed splits, no more fees left uncollected.

Included in your subscription. Standalone tools charge $30-50/user/month for referral management.
12
Active referrals
$142K
Referral fees earned
8
Partner firms
Referrals & Co-Counsel
Davis v. Metro Transit
Martinez & Associates
Incoming30/70Active
Thompson v. State Farm
Williams Law Group
Outgoing25/75Active
Chen v. Acme Trucking
Baker & Clark, LLP
Incoming33/67Settled
Patel v. Rideshare Co.
O'Brien Law Firm
Outgoing25/75Pending

$0

Referral fees lost to poor tracking

100%

Fee split transparency

Real-time

Shared case visibility

Fee splits configured up front

Define the referral fee split the moment you refer or receive a case. Both parties see the agreement, the estimated payout, and the terms — all documented in the system before any work begins. No more disputed splits at settlement.

  • Configurable percentage splits for every referral
  • Estimated fee calculation based on case value
  • Written fee agreement stored in the case record
  • Automatic fee calculation at settlement
  • Support for three-way or multi-firm splits
Configure Fee Split
Case
Davis v. Metro Transit Authority
Auto Accident — $350K estimated value
Your Firm
30%
Johnson & Associates
Referring firm
Partner Firm
70%
Martinez & Associates
Lead counsel
Estimated Fee Breakdown
Gross settlement (est.)$350,000
Total attorney fee (33.33%)$116,655
Your share (30%)$34,997

Shared case access, controlled permissions

Give co-counsel firms access to the case without giving them the keys to your entire practice. Control what they can see, upload, and modify. Track every action they take with a full activity log so both firms stay aligned.

  • Granular access controls — view, upload, or edit
  • Co-counsel activity feed for full transparency
  • Shared case drive for document collaboration
  • Separate chat channels for cross-firm communication
  • Revoke access instantly when the relationship ends
Shared Case Activity — Davis v. Metro Transit
Co-Counsel Access
View case details
Enabled
Access case drive
Enabled
Upload documents
Enabled
AM
Ana Martinez · Martinez & Associates
Uploaded demand letter draft
Today, 2:15 PM
CR
Carlos Reyes · Martinez & Associates
Added deposition notes
Today, 11:30 AM
SL
Sarah Lopez · Johnson & Associates
Shared MRI report
Yesterday, 4:22 PM
AM
Ana Martinez · Martinez & Associates
Updated case status to Discovery
Mar 20, 9:15 AM

Build and manage your referral network

Track every firm you refer cases to or receive cases from. See which relationships are most valuable, how many cases you've shared, and how much revenue each partnership has generated. Build your referral network intentionally, not by accident.

  • Partner firm directory with case history
  • Revenue tracking per referral relationship
  • Specialty tagging for matching cases to the right firms
  • Performance ratings based on outcomes and responsiveness
Partner Network8 partner firms
Martinez & Associates
A+
4 shared cases$42,300 earnedTrucking
Williams Law Group
A
3 shared cases$31,500 earnedMed Mal
Baker & Clark, LLP
A+
2 shared cases$28,200 earnedProducts
O'Brien Law Firm
A
3 shared cases$40,000 earnedAuto

Everything you get

All included in your inTrial Manage subscription. No add-ons. No per-use fees.

  • Structured fee split configuration for every referral
  • Real-time shared case access with controlled permissions
  • Complete referral tracking — incoming and outgoing
  • Automatic fee calculation at settlement
  • Partner firm directory with case history and revenue tracking
  • Shared case drive for cross-firm document collaboration
  • Full activity audit trail for co-counsel actions
  • Written fee agreements stored in the case record
  • Multi-firm fee split support for complex arrangements
  • Referral fee earned and owed reporting
  • Specialty-based partner matching for case referrals
  • Instant access revocation when relationships end

Key capabilities

Clear Fee Splits

Define percentage splits upfront, documented in the system. No handshake deals, no disputes at settlement.

Controlled Access

Give co-counsel exactly the access they need — no more, no less. View, upload, and edit permissions configured per firm.

Two-Way Tracking

Track both incoming and outgoing referrals. Know how much you're earning from referrals and how much you owe partner firms.

Partner Network

Build a directory of trusted referral partners with case history, revenue tracking, and specialty matching.

Full History

Every referral, fee agreement, and co-counsel action is logged. Complete audit trail for billing and compliance.

Activity Alerts

Get notified when co-counsel uploads documents, updates case status, or takes action on shared cases.

Frequently asked questions

How does co-counsel access work?
When you add a partner firm to a case, you configure their access level — view only, upload documents, or full edit access. Partner firm team members log into their own inTrial account and see the shared case in their dashboard. All actions are logged in the activity feed so both firms have full transparency.
How are referral fees calculated at settlement?
When a referred case settles, inTrial automatically calculates each firm's share based on the configured fee split. The referral fee is itemized in the settlement statement and flagged for disbursement. Both parties can review the calculation before distribution.
Can we share cases with firms that don't use inTrial?
Yes. If the partner firm doesn't use inTrial, you can still track the referral, configure the fee split, and manage the relationship from your side. Document sharing with non-inTrial firms happens through secure external share links, the same way you'd share files with any outside party.
Does it support multi-firm splits?
Yes. Some cases involve three or more firms — a referring firm, lead counsel, and a specialty firm. inTrial supports any number of parties in a fee split, with percentage allocations visible to all parties. Each firm's estimated and actual payout is calculated automatically.
How do I find the right firm to refer a case to?
Your partner directory lets you tag firms by specialty (trucking, medical malpractice, products liability, etc.), location, and track record. When you have a case to refer out, search your network by specialty to find the best match. Over time, revenue tracking and outcome data help you identify your most valuable referral relationships.

Ready to see it in action?

Book a guided demo and we'll walk your firm through it. No contracts.

$199/user/month. All features included. Cancel anytime.