Intake, matching, and forwarding fees — managed in one compliant platform.
Qase handles the referral and intake plumbing that bar associations and lawyer referral services have been managing on paper. Caller screened. Attorney matched. Fee recorded. Law society report ready — without the end-of-quarter scramble.
The referral workflow has not caught up with the compliance expectation.
Lawyer referral services in Ontario operate under law society oversight — and yet most are still managing intake on paper, forwarding fees in shared spreadsheets, and panel rotation by memory. The accountability standard and the administrative tooling are mismatched. Callers fall through the cracks. Fees go unreconciled. Law society reports are assembled from scratch every quarter.
Intake data lost between screener and attorney
A coordinator completes the intake interview but the attorney brief arrives as a brief phone message. Matter type, language preference, and urgency level are re-entered manually or forgotten entirely.
Forwarding fees tracked outside the referral record
Fee obligations live in a separate spreadsheet with no link to the matter. Invoicing is ad hoc. Reconciliation against applicable tariff schedules requires cross-referencing email and spreadsheets at month end.
Law society submissions assembled by hand
Quarterly reporting requires referral counts, fee totals, and attorney activity summaries. Without a system of record, a coordinator spends two days pulling data from four sources before every filing deadline.
The full referral cycle — intake through fee settlement — in one auditable record.
Qase is built for the specific operational reality of a lawyer referral service: screened callers, panel attorneys, law society oversight, and forwarding fee compliance obligations. Not generic practice management software adapted for the use case — purpose-built for it.
Referral Routing
Intelligent match by practice area, availability, language, and location. Conflict-of-interest checks built in. Fall-through logic so no caller goes unmatched.
Explore Referral RoutingIntake & Booking
Structured caller intake forms with attorney forwarding. Automated attorney brief generation. Consent capture and confirmation — all in one workflow.
Explore IntakeFee Tracking & Reconciliation
Forwarding fee ledger linked directly to each referral record. Fees calculated against your configured tariff schedule, invoiced to the attorney automatically, and reconciled on demand. The audit trail is always ready for law society review.
Explore Fee TrackingHow the referral cycle runs through Qase.
A member of the public contacts the referral service. A coordinator opens Qase and begins a structured intake form — practice area, language, urgency, geographic location — designed around the questions your service is required to capture.
Qase presents eligible panel members filtered by practice area, language capacity, geographic jurisdiction, and current availability. Conflict-of-interest checks run before the list is generated. Fall-through logic handles declined or unavailable attorneys automatically.
The matched attorney receives a structured brief and confirms the appointment. The forwarding fee is calculated against your tariff schedule and recorded against the matter record. When the file closes, the invoice generates automatically and the reconciliation entry is ready. Nothing needs to be followed up manually.
For Bar Associations & Referral Services
- Eligibility screening and panel member management in one workflow
- Forwarding fee calculation against your configured tariff schedule
- Quarterly law society reporting exports — available on demand, not assembled by hand
For Law Firms & Solo Practitioners
- Structured intake briefs delivered on referral acceptance — no re-interviewing the caller
- Forwarding fee disclosed upfront; invoice generated automatically on file close
- Matter ID tagging to link each Qase referral to your internal file number
"Our referral coordinators used to spend Monday mornings reconstructing what happened the previous week — calling attorneys to confirm bookings, checking whether fees had been paid, updating the spreadsheet. With Qase, every referral has a complete record from the first intake question to the final payment. The quarterly law society export takes minutes. And when an attorney disputes a fee, we have a timestamped audit trail to go back to."
— Director of Intake, a mid-size Ontario lawyer referral service
Your referral service deserves a proper system of record.
Talk to Dan — Founder & CEO, Toronto. Every demo request is a direct conversation with the person who built the platform.