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ReferDesk
What it is
ReferDesk is a law firm referral platform for finding attorneys and coordinating cases referred between them. Its dashboard lets users send, accept, and monitor referrals, with statuses such as Attorney Invited, Under Review, Under Contract, and Case Settled. The homepage reports a network of more than 7,000 attorneys, connecting lawyers across practice areas and jurisdictions; users can also join groups and find co-counsel. For a referral that has not been accepted, users can withdraw it and pass the case to the next attorney in its sequence. Receiving attorneys can view the information and documents shared in the case workroom. ReferDesk can draw case details from connected case management systems to create referrals and reduce duplicate entry; listed integrations include Filevine, Clio, and Rocket Matter. Users can export referred-in and referred-out cases with an Excel button, and the FAQ says there is no referral limit. The cloud application is available on the web, Windows, and macOS. ReferDesk lists a free plan at no cost.
For and against
For
- Free plan listed as free.
- No stated limit on referrals.
- Tracks statuses for cases referred in and out.
- Imports case details from connected systems.
- Exports referral records using an Excel button.
Against
- The privacy policy lists personal data collection.
- Policy contact is listed as [email protected].
The verdict
ReferDesk combines referral tracking with an attorney network and case-management connections. Its free plan and stated lack of referral limits may fit firms seeking a dedicated referral workflow.
Who it suits
ReferDesk suits lawyers and law firms that need to coordinate referrals, track their status, and connect with attorneys across practice areas or jurisdictions. Its case-management integrations may suit teams already using a connected system.
Plans and prices
Free platform
No limit on referrals stated
Read 7 Oct 2026 · referdesk.com
On the record
- Case data import
- The service syncs case data from an existing case management system to create and send referrals, reducing double data entry.referdesk.com · read 7 Oct 2026
- Case detail access
- The FAQ says a receiving attorney can see the information and documents shared in the case workroom.referdesk.com · read 4 Oct 2026
- Case management integrations
- ReferDesk says it integrates with Filevine, Clio, Rocket Matter, and other case management systems.referdesk.com · read 7 Oct 2026
- Exports
- Users can export cases referred in and out using an Excel button; the FAQ describes the downloaded file as an .xlcs file.referdesk.com · read 7 Oct 2026
- Free access
- The homepage says users can create a profile on its free platform and explore the social network and referral dashboard.referdesk.com · read 4 Oct 2026
- Intended users
- ReferDesk presents itself as a network and referral management platform for lawyers and law firms.referdesk.com · read 7 Oct 2026
- Lawyer network
- ReferDesk says its curated network connects attorneys across practice areas and jurisdictions.referdesk.com · read 4 Oct 2026
- Network
- The homepage says ReferDesk has 7K+ attorneys.referdesk.com · read 7 Oct 2026
- Network features
- Users can connect with attorneys across practice areas and jurisdictions, join groups, and find co-counsel.referdesk.com · read 7 Oct 2026
- Network size
- The homepage reports more than 7,000 attorneys in its network.referdesk.com · read 4 Oct 2026
- Platform access
- ReferDesk describes itself as a cloud application accessible from any internet-connected device and says Windows and macOS are compatible.referdesk.com · read 4 Oct 2026
- Privacy
- The privacy policy says the service collects personal data that may be used to contact or identify users.referdesk.com · read 7 Oct 2026
- Privacy policy
- The privacy policy says ReferDesk collects information to provide and improve its service, but lists [email protected] as its policy contact.referdesk.com · read 4 Oct 2026
- Purpose
- ReferDesk is a law firm referral platform for finding lawyers and managing referrals.referdesk.com · read 7 Oct 2026
- Referral dashboard
- The dashboard lets users send, accept, track, and monitor referrals and their progress.referdesk.com · read 7 Oct 2026
- Referral limit
- The FAQ says there is no limit on the number of referrals a user can make.referdesk.com · read 4 Oct 2026
- Referral limits
- The FAQ states there is no limit on the number of referrals users can make.referdesk.com · read 7 Oct 2026
- Referral sequence
- Users can withdraw an unaccepted referral and send the case to the next attorney in its referral sequence.referdesk.com · read 4 Oct 2026
