See Case Xchange in Action

Book a 30 minute demo today and transform the way you manage referrals

Case Xchange is the smarter way to run your referral practice. Whether you’re a solo practitioner manually tracking cases or a multi-office firm leveraging fully automated workflows, our platform adapts to your needs and grows with you.

Ready to stop chasing updates, wrangling spreadsheets, or missing out on referral fees? Let us show you a better way.

Why Book a Demo?

Experience the Platform Firsthand

We’ll walk you through how Case Xchange helps law firms send, receive, and track legal referrals all from one centralized, easy-to-use dashboard.

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See How It Fits Your Workflow

Whether you use Litify, Clio, CASEpeer, or you export reports manually, our seamless integrations and flexible setup options ensure Case XChange fits your existing operations.

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Discover the Tools that Drive Revenue

From automated case updates and referral fee tracking to co-counsel performance metrics, see how Case Xchange turns referrals into a growth engine.

Ask Questions, Get Answers

This isn’t a generic sales pitch. Our team will tailor the demo to your firm’s size, needs, and goals.

A Smarter Platform for Every Firm Size

We created Case Xchange because we were tired of the chaos: lost updates, clunky processes, and missed revenue. Now, thousands of cases later, our platform is streamlining referrals for firms across the country – and we’re just getting started.

 

No matter the size of your firm, we meet you where you are:

Small Firms

Maintain manual control with clear case visibility

Mid-size Firms

Plug in automations as needed to scale and grow

Large Firms

Leverage real-time syncing and full-system automation

What You’ll See in the Demo

Live referral tracking in action

How real-time updates eliminate status check-ins

How to connect with high-performing co-counsel partners

How fee tracking and automated reporting protect your bottom line

Customized setup options for your existing tools and workflow

One Platform. Infinite Possibilities.

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No more lost referral fees

No more wondering what’s happening with your cases

Just clarity, control, and growth

No more endless email chains or fruitless status calls

Let’s Make Referrals Smarter

Case Xchange is already helping law firms across the country scale their revenue, expand their networks, and reclaim their time. It’s your turn now.