---
title: "Case Referral Portal for a Class Action Law Firm | Smart Data"
url: https://www.smartdata.net/case-studies/case-referral-portal-class-action-law-firm
description: "How Smart Data helped a class action law firm build a case management tool to track referred cases with partner firms and share fees when cases are won."
source: "Smart Data (smartdata.net). Markdown copy of the page; the HTML page is canonical."
---

# A case referral portal for a class action law firm

Smart Data accelerated a law firm's case management tool, so it can track referred class action cases with partner firms through every stage and pay referral fees faster when cases are won.

Industry

Legal

Engagement

Custom Development

A major law firm that manages class action lawsuits refers litigants to partner firms across the country. Seeing a case through the courts, and sharing the fee at the end, takes a good deal of collaboration between the firm that brings in the litigant and the firm that handles the matter.

The firm's internal team was building a case management tool for this but needed to move faster. SDS, a Smart Data company, added a team alongside them to accelerate development.

## The challenge

- Referred cases spread across partner firms nationwide
- No reliable way to track the status of each referred case
- Fees had to be shared correctly between referring and handling firms when a matter concluded
- An internal team that needed help to deliver on time

## The solution

- Added a Smart Data team alongside the client's internal developers to speed up delivery
- Built the tool around the collaboration between the firm that acquires litigants and the firm that manages their cases
- Tracking of partner cases through every stage of litigation
- Support for sharing revenue between referring and referred lawyers

## The results

The legal team tracks every stage of the litigation for referred cases

Payments start sooner when cases are won

## Where this is going

We build the systems professional services firms use to work with their partners. If that is your situation, talk to us about scope.

Client

## Working on something similar?

Tell us what you are building and what it has to connect to. Here is what happens after you reach out.

### A short call about the work

What runs today, what needs to change and the date you are working toward.

### An engineer looks at what’s running

Scope comes from your systems as they are, before anything is priced.

### You get a written proposal

Covering scope, team, approach and price.

[info@smartdata.net](mailto:info@smartdata.net)[(937) 886-9166](tel:+19378869166)