ReferDesk
Ranked in Legal Marketing Software·Free plan
About
ReferDesk is a law firm referral platform for finding attorneys and managing cases passed between them. Its dashboard supports sending, accepting, and tracking referrals, with views of cases referred in and out and statuses such as Attorney Invited, Under Review, Under Contract, and Case Settled. The homepage reports a network of more than 7,000 attorneys across practice areas and jurisdictions. Users can connect with lawyers, join groups, and find co-counsel. A referral that has not been accepted can be withdrawn and sent to the next attorney in its sequence. For case preparation, ReferDesk can pull information from connected case management systems; it lists integrations with Filevine, Clio, Rocket Matter, and others. Receiving attorneys can access information and documents shared in a case workroom, and users can export referral records to Excel. The service is free, with no stated referral limit. It is a cloud application available on the web, Windows, and macOS, and can be accessed from internet-connected devices.
Who it is for
ReferDesk suits lawyers and law firms that need a referral network and a way to manage incoming and outgoing cases. It may fit teams using Filevine, Clio, Rocket Matter, or other connected case management systems.
What is good
- Free platform with no stated referral limit
- Network reports more than 7,000 attorneys
- Imports case information from connected systems
- Referral statuses and progress appear in a dashboard
- Exports referred cases to Excel
What to know first
- Privacy policy lists [email protected] as its contact
- Receiving attorneys see only information and documents shared in the workroom
Verdict
ReferDesk combines attorney discovery with referral tracking, case-data import, and exports. Its free access and uncapped referrals are relevant for firms evaluating a referral workflow, while the privacy contact listed in its policy is worth noting.
Compared on legal marketing software
- Free plan
- Yesreferdesk.com
- Referral management
- Yesreferdesk.com
Facts
- Purpose
- ReferDesk is a law firm referral platform for finding lawyers and managing case referrals.referdesk.com · 4 Oct 2026
- Referral tracking
- Its dashboard lets users send, accept, and track referrals and view their progress.referdesk.com · 4 Oct 2026
- Lawyer network
- ReferDesk says its curated network connects attorneys across practice areas and jurisdictions.referdesk.com · 4 Oct 2026
- Network size
- The homepage reports more than 7,000 attorneys in its network.referdesk.com · 4 Oct 2026
- Case management integrations
- ReferDesk says it integrates with Filevine, Clio, Rocket Matter, and other case management systems.referdesk.com · 4 Oct 2026
- Case data import
- The service can pull case information from a connected case management system to create referrals and reduce double data entry.referdesk.com · 4 Oct 2026
- Referral limit
- The FAQ says there is no limit on the number of referrals a user can make.referdesk.com · 4 Oct 2026
- Referral visibility
- The dashboard shows cases referred in and out, with statuses including Attorney Invited, Under Review, Under Contract, and Case Settled.referdesk.com · 4 Oct 2026
- Referral sequence
- Users can withdraw an unaccepted referral and send the case to the next attorney in its referral sequence.referdesk.com · 4 Oct 2026
- Case detail access
- The FAQ says a receiving attorney can see the information and documents shared in the case workroom.referdesk.com · 4 Oct 2026
- Exports
- Users can export referred-in and referred-out cases using an Excel button.referdesk.com · 4 Oct 2026
- Support
- Users can contact support at [email protected] or use the Get in Touch form on the login page.referdesk.com · 4 Oct 2026
- Platform access
- ReferDesk describes itself as a cloud application accessible from any internet-connected device and says Windows and macOS are compatible.referdesk.com · 4 Oct 2026
- Free access
- The homepage says users can create a profile on its free platform and explore the social network and referral dashboard.referdesk.com · 4 Oct 2026
- Privacy policy
- The privacy policy says ReferDesk collects information to provide and improve its service, but lists [email protected] as its policy contact.referdesk.com · 4 Oct 2026
- Network
- The homepage says ReferDesk has 7K+ attorneys.referdesk.com · 7 Oct 2026
- Referral dashboard
- The dashboard lets users send, accept, track, and monitor referrals and their progress.referdesk.com · 7 Oct 2026
- Network features
- Users can connect with attorneys across practice areas and jurisdictions, join groups, and find co-counsel.referdesk.com · 7 Oct 2026
- Referral limits
- The FAQ states there is no limit on the number of referrals users can make.referdesk.com · 7 Oct 2026
- Referral workflow
- Users can withdraw a referral that has not been accepted and pass the case to the next attorney in the referral sequence.referdesk.com · 7 Oct 2026
- Status tracking
- The dashboard lists referral statuses including Attorney Invited, Under Review, Under Contract, and Case Settled.referdesk.com · 7 Oct 2026
- Privacy
- The privacy policy says the service collects personal data that may be used to contact or identify users.referdesk.com · 7 Oct 2026
- Supported devices
- The FAQ describes ReferDesk as cloud-based and says it can be accessed from any internet-connected device, with Windows and macOS compatibility.referdesk.com · 7 Oct 2026
- Intended users
- ReferDesk presents itself as a network and referral management platform for lawyers and law firms.referdesk.com · 7 Oct 2026
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Where it ranks on Inferse
Sources
- referdesk.com· checked 4 Oct 2026
- referdesk.com/about-us/· checked 4 Oct 2026
- referdesk.com/faqs/· checked 4 Oct 2026
- referdesk.com/privacy-policy/· checked 4 Oct 2026