Handoff is the referral management platform for personal-injury law firms. Send, receive, and get paid on every case – without the runaround.
Most firms track referrals in scattered emails, spreadsheets, and phone calls. Cases fall through the cracks. Fees go uncollected. Status updates never come.
Intake info scattered across emails, PDFs, and voicemails. Nothing's connected. Nothing's tracked.
Your 40% sits in someone else's trust account – and you have no visibility into when it moves.
You refer cases out and never hear back. No status, no settlement date, no answers for your client.
Handoff connects to your case management system and handles the entire referral lifecycle.
Import cases from Filevine, Litify, or Clio. Handoff matches each case to the right receiving firm.
Generate a co-counsel agreement with the right fee split. Both sides eSign without leaving the app.
Live pipeline stages from retention through settlement. Everyone sees the same source of truth.
Fee obligations logged automatically. Handoff pings both firms when payment is due or received.
Role-aware views for every seat at the firm – managing partners, intake coordinators, paralegals, and operations leads.
Go from chasing referrals to running a referral machine. Every case tracked, every fee accounted for, every status update in one place.
One platform for every referral – send, receive, sign, track, and get paid without leaving the app.
Role-aware board: pending, retention, active, settlement, payout. Drag cases across stages.
Two-way sync with Filevine, Litify, and Clio. No more double-entry, no more stale records.
Send a batch of cases to a short-list of firms. Or receive referrals from a verified network.
Templated contracts with fee splits, jurisdictions, and scope. Generated in seconds, not days.
Documenso-powered signing. No DocuSign tabs, no emailing PDFs, no chasing partners for initials.
Every dollar expected, owed, and received – ledgered against each case and visible to both firms.
Role-aware board: pending, retention, active, settlement, payout. Drag cases across stages.
Two-way sync with Filevine, Litify, and Clio. No more double-entry, no more stale records.
Send a batch of cases to a short-list of firms. Or receive referrals from a verified network.
Templated contracts with fee splits, jurisdictions, and scope. Generated in seconds, not days.
Documenso-powered signing. No DocuSign tabs, no emailing PDFs, no chasing partners for initials.
Every dollar expected, owed, and received – ledgered against each case and visible to both firms.
We stopped losing referral fees the week we switched. Every case our intake team sends out now has a signed agreement, a tracked status, and a receipt when the fee lands. The black box is gone.
Book a 20-minute demo. See your pipeline mapped to Handoff with your own Filevine or Litify data.