|
Feature |
Outbound |
Inbound |
All-Inclusive |
|
Partner attorney vetting
|
✓
|
—
|
✓
|
|
Fee negotiation
|
✓
|
—
|
✓
|
|
Lead capture & screening
|
—
|
✓
|
✓
|
|
Intake processing
|
—
|
✓
|
✓
|
|
Real-time tracking
|
✓
|
✓
|
✓
|
|
Status updates
|
✓
|
✓
|
✓
|
|
Payment tracking
|
✓
|
✓
|
✓
|
|
Dedicated account manager
|
—
|
—
|
✓
|
|
Priority support
|
—
|
—
|
✓
|
|
Advanced reporting
|
Basic
|
Basic
|
Advanced
|
|
Custom workflow integration
|
—
|
—
|
✓
|
Referral management is the process of coordinating cases between law firms (outbound referrals you send, and inbound referrals you receive). A good referral management system ensures no lead is lost and all partners stay informed. It helps you track each case’s status, calculate fees, and share updates. As one guide notes, referrals often make clients “more likely to hire you” because they come from a trusted source. In fact, studies show referred cases often bring higher profit (about 16% more) and convert better than other leads. ANAVA helps you capture that revenue by handling the paperwork and follow-ups so you don’t have to.
Inbound referral management means ANAVA takes care of cases referred to your firm by others: we handle intake, screening, and status updates for those leads. Outbound referral management means we handle cases your firm refers out to other attorneys: we find and vet partner firms, prepare fee agreements, and track each case. The All-Inclusive option covers both services together.
We document every referral agreement and client consent. In most states, rules require written referral agreements and client notification. For example, Illinois law mandates client consent to the arrangement. ANAVA’s platform logs all fee splits and consent forms to ensure you meet these ethical requirements. It also tracks every fee payment so you never miss getting paid what you’re owed.
We offer straightforward monthly plans with no hidden fees. Pricing depends on your volume of referrals; contact us for a detailed quote. Typically there is a small setup fee and a simple one-year agreement. Everything is transparent, so you can budget with confidence and scale up as needed.
Getting started is easy. Reach out via our contact page or Book a Demo to schedule a walkthrough. We’ll learn about your firm’s needs, set up your secure portal, and train your team on the process. Many firms start seeing benefits (time saved and fees captured) within the first month.





“With ANAVA’s help, we’ve grown our referral network without adding staff. Our referring attorneys are impressed by the quick updates and clear communication. It feels like they’re part of our firm.”

— Sarah Lee, Office Manager at Green & Associates
“ANAVA completely transformed our referral process. We now have real-time visibility into every case and our referral partners love the updates. It’s saved us hours each week.”

— Jane Doe, Partner at Doe & Co. Law Firm
“Before ANAVA, we were constantly chasing paperwork and payments. Now they handle the intake and we know exactly when each case will close. The transparency and support have set us apart.”

— Mike Johnson, Principal at Johnson & Lee Attorneys