Case Xchange

Case Xchange is a legal referral management platform designed to centralize and standardize attorney-to-attorney referrals for law firms. It replaces traditional methods like spreadsheets and email chains with a structured, transparent workflow, allowing firms to submit referrals through a guided intake process, route cases using customizable rules, and track matters from submission through resolution, including outcomes, fee allocations, and projected distributions. The platform offers fully configurable workflow automation, enabling firms to control routing logic, permissions, notifications, and waterfall routing based on their own processes. It supports a range of operating models and fee structures across jurisdictions and practice areas. Additionally, Case Xchange provides reporting and analytics for referral volume, partner performance, and revenue trends, along with integration options and role-based security controls. An optional Public Directory enables firms to showcase practice areas and jurisdictions to support intentional network growth while maintaining full control over partner relationships.