Your Questions about Case Xchange – Answered.

Case Xchange was built by lawyers, for lawyers. Whether you’re a high-volume firm looking to automate your referral flow or a smaller practice tracking cases manually, our platform meets you where you are. We simplify referral management for firms of every size—allowing you to save time, stay organized, and grow revenue with confidence.

Case Xchange is built to flex with your firm’s workflow:

• Large firms can take advantage of automation and robust analytics.
• Mid-sized firms can use a mix of manual and automated features.
• Smaller firms can opt for full control and manual updates.

No matter your size or setup, you’ll find a solution that works for your team.

Getting started is quick and painless. You can sign up in under a minute, and our onboarding process takes just 15 minutes. We designed Case Xchange to be intuitive and plug-and-play—no IT headaches, no long learning curves.

Our pricing is tailored to your firm’s size and referral volume. Whether you’re sending, receiving, or doing both, we’ll craft a custom pricing model that fits your needs. Connect with our team to explore your options.

No—Case Xchange is not designed for intake. Instead, we help you monetize leads that don’t fit your firm by turning them into fast, low-touch referrals. You keep your intake process in place and use Case Xchange to transform unqualified leads into valuable relationships.

Absolutely. If your firm is only looking to receive referrals, you can apply through our Receive a Case page. Once approved and verified, you’ll become eligible to receive referrals aligned with your practice areas and preferred jurisdictions.

Fee sharing isn’t just about revenue—it’s about working smarter. Case Xchange helps your firm:

• Expand your reach and client base
• Focus on your strongest practice areas
• Reduce overhead and risk
• Generate revenue from cases you would otherwise turn away

It’s a win-win—for you, your partners, and your clients.

Yes. Security is baked into every layer of the Case Xchange platform. We provide a confidential and secure environment for exchanging referrals, protecting your data and your clients’ information every step of the way.

Not at all. If your partner firm isn’t on Case Xchange, we make it easy for them to collaborate with you. They’ll receive a secure, one-time sign-in link by email—no account creation required.

Yes. Case Xchange offers real-time tracking and transparency so you never have to guess where your referral stands. Whether a case is signed, pending, or resolved, you’ll always be in the loop—automatically.

Not at all. While high-tech firms can plug into our automation features, Case Xchange also supports manual workflows. You don’t need a complex case management system to get value—just a willingness to simplify and grow.

We’d love to show you how Case Xchange works. Book a demo with our team and we’ll walk you through how the platform can fit your firm’s goals, workflow, and referral volume.