Built for the operational reality of a bar association referral service.
Running a lawyer referral service under bar association governance means managing a panel of attorneys, screening callers against eligibility criteria, tracking forwarding fees against law society tariff rules, and submitting periodic reports to your governing body. Qase handles all of that in one auditable workflow — designed for this context, not adapted from generic software.
The full administrative cycle — panel through to law society reporting.
Qase covers every stage of the referral service administration workflow. Your panel, your eligibility rules, your tariff schedule — all configured in Qase. Your law society reporting obligations — produced by Qase.
Automated eligibility verification
Each incoming matter is checked against your service's eligibility criteria before it reaches the matching step — practice area coverage, geographic jurisdiction, and any fee-threshold rules your service applies. If a matter does not qualify, Qase logs the declination reason. Eligibility decisions are captured in the record, not left undocumented.
Panel member management
Maintain a complete panel roster with practice area, language capacity, geographic jurisdiction, and availability. Add, deactivate, or update panel members as your panel changes; the matching engine reflects the current roster immediately. Panel rotation rules — to ensure equitable distribution of referrals across panel members — are configurable and applied automatically at each match.
Forwarding fee compliance
Fee calculation and tracking designed to support your service's compliance with applicable law society rules on permissible forwarding fee amounts and disclosure obligations. Your tariff schedule is configured in Qase. Invoices are generated automatically when matters close. Reconciliation reports are available on demand — not assembled manually at quarter end. Qase does not provide legal advice on your fee obligations; that remains your service's responsibility.
Law society reporting
Quarterly and on-demand reports covering the metrics your governing body requires: referral volumes by practice area, forwarding fee totals, attorney activity summaries, and declination log. Exported as structured CSV or PDF — ready for submission without manual formatting.
Multi-language intake
Capture caller language preference at intake and filter panel attorneys by language capacity. Serving callers in their preferred language is reflected throughout the referral record.
Audit trail
Every action — intake, match, confirmation, fee payment — is logged with timestamp and user ID. Law society oversight inquiries can be answered from the audit log in minutes.
A mid-size Ontario referral service: the administrative workflow before and after Qase.
Consider a referral service operating under a regional bar association in Ontario — approximately 40 active panel members, handling 150–200 referrals per quarter across family law, criminal law, and civil litigation. Before Qase: intake over phone and email, forwarding fees in a shared spreadsheet unlinked from the referral record, quarterly law society reports assembled from three data sources over two days.
Intake coordinators complete each referral in Qase — matter type, eligibility check, attorney match, brief, and consent confirmation — within a single session. Forwarding fee invoices generate automatically when attorneys mark matters closed. The quarterly law society report is an export from the reports module. Panel rotation is tracked automatically; the administrator no longer needs to manually equalise referral distribution across the panel. This is a synthetic illustration of the workflow improvements Qase is designed to support — not a claim about any specific client's outcomes.
See how Qase maps to your service's specific workflow.
Every service has its own eligibility rules, tariff schedule, and panel structure. Request a demo and walk through how Qase handles yours — with Dan Zollmann, Founder & CEO.