



Built for Law Firms.
Designed for Growth.
Case Xchange is the all-in-one referral platform built by lawyers, for lawyers. We know firsthand how frustrating it is to chase down updates, juggle spreadsheets, or lose out on referral fees due to miscommunication. Our platform transforms that chaos into clarity.
Seamless Integrations
Already using tools like Litify, Clio, or CASEpeer? We integrate with them natively — no extra clicks, no duplicate entry. Whether you’re exporting reports by hand or operating fully in the cloud, Case Xchange fits neatly into your existing workflow without disruption.
Scalable Revenue Tools
Grow smarter. Case Xchange gives you powerful analytics and referral management tools to optimize performance, track partner success rates, and accelerate the expansion of your co-counsel network. From live transfers to pre-retained cases, everything is organized in one source of truth.
Effortless Efficiency
Referring should be simple. With Case Xchange, it is. Say goodbye to email chains, clunky spreadsheets, and status check calls. With real-time updates, automatic syncing, and customizable workflows, your team can focus less on admin and more on outcomes.
A Smarter Platform for Every Firm Size
No matter your tech stack or team size, Case Xchange adapts to your needs.
Small Firms
Maintain total manual control, with a clean interface and no required automation.
Mid-size Firms
Use automation where it fits — export reports, sync data, and scale at your own pace.
Large Firms
Automate every step of your referral flow. Once a case is marked as signed in your system, Case Xchange is updated in real time.
Trusted Referrals, Built on Transparency
With thousands of deals already in-network, our smart matching technology connects you with the right co-counsel partner for every case. You’ll never lose a referral to missed updates or unclear communication again. And with built-in payment tracking, you’ll know exactly when and how your fee is coming.
Ready to Stop Wasting Time and Start Scaling?
If you’re tired of the old way — the constant back-and-forth, the squandered potential, the operational headaches — Case Xchange is your solution.
Schedule a demo today and see how effortless, scalable, and profitable legal referrals can be.