# Multi-Practice-Area Cross-Referral (Internal) — Professional Services AI agent | Mihu AI

Professional Services · Intake

# Multi-Practice-Area Cross-Referral (Internal)

Identify when a client's matter touches a second practice area and coordinate a warm internal introduction.

Set up this outcome

## Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

## How it works

Identifies signals during intake or ongoing matter work that suggest a need in another practice area .

Requires confirmation with the client's existing attorney before any introduction is made, respecting matter boundaries.

Coordinates a warm introduction to the relevant internal specialist if appropriate, logged to the CRM.

Logs the cross-referral for firm-wide client relationship visibility.

## Data sources

CRM client relationship data Practice area specialization mapping

## What it targets

Identified cross-practice needs surfaced to the existing attorney Target 90%

Internal cross-referral conversion Target 30%