Case study · legal
Referdesk · US legal network
3legal platforms unified into one
Three legal tools unified into one referral platform
A purpose-built referral-management platform that centralizes case agreements, real-time updates, document sharing and payments — integrating directly with the tools law firms already run.
The challenge
Law firms tracked referrals manually across three disconnected platforms — Filevine, Clio and Lead Docket — with no central audit trail, no real-time visibility into handoffs, and referrals routinely delayed or lost.
What we built
The approach.
01Native integrations syncing data from Filevine, Clio and Lead Docket
02Digital agreement workflows with secure storage and signing
03Real-time notifications (Firebase + WebSocket) on every case update
04Stripe payment processing for subscriptions and referral fees
05Admin dashboard with CSV import/export and reporting
Built with
Technology & integrations
ReactNode.jsFirebaseStripeAWS S3
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