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.

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

  1. Identifies signals during intake or ongoing matter work that suggest a need in another practice area.
  2. Requires confirmation with the client's existing attorney before any introduction is made, respecting matter boundaries.
  3. Coordinates a warm introduction to the relevant internal specialist if appropriate, logged to the CRM.
  4. 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%