The complete referral lifecycle — five stages, one auditable record.
From the moment a caller contacts your service to the moment the forwarding fee is settled, Qase maintains a single continuous record. Every intake decision, every attorney match, every fee — logged in sequence, with timestamps, and available for law society oversight at any point.
Five stages. One platform. No manual handoffs.
Each stage of the referral cycle is captured in Qase, with data flowing automatically to the next step. No re-entry, no phone-tag, no end-of-month reconstruction.
Caller Intake
When a member of the public contacts the referral service, a coordinator opens Qase and completes a structured intake form. The fields capture what law societies expect to see in a referral record: nature of the matter, practice area, urgency level, language preference, and geographic location. Caller consent to share information with a panel attorney is collected and timestamped at this stage. Qase saves the record immediately — no paper, no separate spreadsheet entry.
Eligibility Screening
Qase checks the caller's matter against your service's eligibility criteria: practice area coverage, geographic jurisdiction, and any fee-threshold limits your service applies. If the matter does not qualify — wrong practice area, outside jurisdiction, or ineligible under your rules — Qase logs the declination reason against the intake record and the coordinator can direct the caller to other resources. Every eligibility decision is recorded and auditable. Qase is not the decision-maker; it presents the criteria and captures the outcome.
Attorney Matching
Qase presents a filtered list of panel members who meet all criteria for this matter: practice area, spoken language, office location, and current availability. Conflict-of-interest checks run before the list generates — attorneys with a potential conflict on the caller's matter are excluded automatically. The coordinator selects and forwards. If the first-preference attorney is unavailable or declines, Qase moves to the next eligible match and logs the reason for each pass. Panel rotation rules configured by your service are applied throughout.
Booking Confirmation
The matched attorney receives a structured brief via Qase containing the complete intake record: matter type, caller background, language, and any notes captured during screening. They confirm acceptance within Qase and set a first-appointment time. The coordinator sees the confirmation immediately. All parties share the same record — there is no parallel email chain to reconcile later.
Forwarding Fee Settlement
When the matter closes, Qase calculates the forwarding fee against your configured tariff schedule and generates a digital invoice to the panel attorney. Payment confirmation is recorded against the referral record. Reconciliation reports — fees invoiced, fees paid, fees outstanding — are available at any time, not just at month end. Quarterly law society exports aggregate referral counts, fee totals, and attorney activity into a structured report ready for submission. The full audit trail for every referral in the period is a single export away.
| Field | Value | Status |
|---|---|---|
| Matter Type | Family Law — Custody | Eligible |
| Language | English / French | Matched |
| Panel Attorney | ON-Panel-039 | Confirmed |
| Intake Date | 2025-03-12 | |
| Booking Date | 2025-03-14 | Attended |
| Forwarding Fee | $CAD 125.00 | Paid |
Works with your existing workflows.
Qase does not require you to replace your existing communication tools. Attorney notifications go to existing email. Calendar confirmations use existing booking workflows. Reporting exports in CSV and PDF formats that law society submission portals accept. If you have a practice management system, matter ID tagging keeps the Qase record linked to your internal file.
Ask about integrationsWalk through the platform with the person who built it.
Book a 30-minute demo with Dan Zollmann, Founder & CEO. He will show you how Qase maps to your service's specific workflow — eligibility rules, tariff schedule, panel structure, and reporting obligations.