Your referral brief, your fee status, your panel history — one place.
For solicitors and barristers on referral service panels, every accepted referral currently means a phone call from the coordinator, a handwritten note, and a separate spreadsheet row for the forwarding fee. Qase replaces that with a structured brief, a transparent fee record, and a status dashboard for every matter you have received through the panel.
Less administrative overhead on every panel referral.
Being on a referral panel should not generate as much administrative work as it currently does. Qase handles the brief, the fee, and the status tracking — so you focus on the legal work.
Intake calendar sync
Update your availability in Qase and the matching engine reflects it immediately. No more coordinator calls to check whether you can take a matter.
Structured intake briefs
When a referral is assigned to you, Qase sends a structured brief containing the complete intake record: matter type, practice area, caller background, language, urgency, and any screening notes. You have everything the coordinator captured — no re-interviewing the caller about what they already told the referral service.
Fee transparency
The forwarding fee applicable to the referral is disclosed in the brief before you accept — you know the fee obligation upfront, consistent with applicable law society disclosure rules. When the matter closes, Qase generates the invoice automatically. No manual billing to the referral service coordinator.
Conflict check integration
Qase checks for conflict flags against your existing matters before the referral service routes the matter to you. If a conflict is detected, the referral is not offered to you — it passes to the next eligible panel member. Your practice is not placed in the position of having to decline after receiving the caller's information.
Matter ID tagging
Link each Qase referral to your internal matter ID. Your referral dashboard shows which Qase referral maps to which file in your practice management system.
Referral status dashboard
See all your referred matters in one place — active, completed, fee outstanding, fee paid. Annual history available for panel performance reviews.
A solo practitioner on two referral panels — the administrative overhead adds up.
Consider a solo family law practitioner in Toronto — panel member on two referral services. Without Qase, each referral means a phone call from the coordinator, notes taken by hand, and a spreadsheet row created to track the forwarding fee. At panel review time, the practitioner reconstructs the year's referral history from email. When a fee dispute arises with a referral service, there is no single record to go back to.
Each referral from a Qase-enabled service arrives as a structured brief: matter type, caller background, urgency, and the forwarding fee disclosed upfront. When the file closes, the invoice generates automatically. The practitioner's Qase dashboard shows all panel referrals — active, completed, fee outstanding, fee paid — with the complete record available for any panel review or fee query. This is a synthetic illustration of the workflow improvements Qase is designed to support — not a claim about any specific practitioner's experience.
Is your referral service considering Qase?
Qase is deployed by bar associations and referral service operators. Panel attorneys access it through their service. If your governing association is evaluating Qase, direct them to our bar association page — or contact us directly.