Handoff is the referral management platform for personal-injury law firms. Send, receive, and get paid on every case – without the runaround.
Referrals live in scattered emails, spreadsheets, and phone calls. Once a case leaves your office it goes quiet, and the fee tied to it can sit uncollected for a year before anyone notices.
Intake info scattered across emails, PDFs, and voicemails. Nobody can say which cases came in this month, let alone where they went.
Your 40% sits in someone else’s trust account, and you have no visibility into when it moves.
You refer a case out and never hear back. When your client calls asking about their settlement, you have nothing to tell them.
Handoff connects to the case management system you already run and handles the entire referral lifecycle from there.
Import cases from Filevine, Litify, or Clio. Handoff matches each case to the right receiving firm.
Generate the co-counsel agreement with fee splits and scope, then sign it in-app with Documenso.
Both firms see the same pipeline: retention, treatment, demand, negotiation, settlement.
Every fee obligation ledgered against its case, with a receipt when the money actually moves.
Role-aware views for managing partners, intake coordinators, paralegals, and operations leads.
Chasing referrals by email is not a system. Track each case you send from handoff to paid fee, and check status yourself instead of waiting on a callback.
The whole referral lives in one place: the agreement, the pipeline, the fee, and the paper trail.
Templated contracts with fee splits, jurisdictions, and scope, ready to sign without a week of redlines over email.
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.
Send a batch of cases to a short-list of firms. Or receive referrals from a verified network.
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.
If something here is missing, the fastest route is to email us. A person answers.
Handoff is referral management software for personal-injury law firms. It handles the whole life of a referred case in one place: the agreement with the other firm, the status of the case while it is with them, and the referral fee when it settles. The alternative most firms live with is a spreadsheet and a long email thread.
Both, and most firms do both. If you send cases out, you get every referral tracked with the fee accounted for instead of chasing the other firm for status. If you take cases in, you get the intake details, jurisdiction, and severity up front, so you can decide quickly without going back for basics.
Filevine, Litify, and Clio, natively and in both directions. A referral you create in Handoff appears in your case management system, and status changes there come back without anyone retyping them.
They are drafted, sent for signature, and executed inside Handoff, then stored against the case they belong to. You are not exporting a document, emailing it, and hoping the countersigned copy comes back to the right folder.
The fee terms are captured on the agreement rather than remembered, and the case carries its own status from referral through retention to settlement and payout. When a fee is due you can see it, and when it lands there is a record of it.
Handoff is in early access and we are onboarding firms in batches. Request access and we will get in touch to set your firm up and connect your case management system. There is no card required to get on the list.
Onboarding firms in batches. No card required.