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Strategic Customer
Referral Program

Amplify Your Brand & Unlock New Growth Opportunities

Grow Together

The Strategic Referral Partnership Program is designed to recognize and reward customers who share the benefits of Case Status and its exceptional client engagement tools. This exciting opportunity allows you to spread the word about Case Status with your friends and network while earning rewards or compensation for your efforts. We've created a simple, streamlined process to make referring others to Case Status easy and rewarding.

Grow Together

We’re revolutionizing legal services with superior client engagement—and we’re growing fast. Let’s start by driving your revenue growth or helping you reach cost neutrality with Case Status.

Be a Thought Leader

As a leader in delivering top-tier legal services, other firms look to you for guidance. With our referral program, you can expand your influence and impact your network, showcasing how excellence in client engagement sets firms apart.

Creativity Counts

The rewards you earn can fuel key initiatives—whether it's employee engagement, community outreach, or any project that elevates your brand. Your creativity drives your success.

What's in it for you?

Join us in spreading the word about Case Status and enjoy being an integral part of our community.
Be a Leader
Gain recognition as a thought leader transforming client experiences and setting the standard in the legal industry.
Earn Rewards
Refer new customers and earn financial rewards to reinvest in your firm or important initiatives.
Elevate the Industry
Share your positive experiences with colleagues, highlighting the game-changing benefits of Case Status.
Mockup showing Case Staus mobile app
Give Back
Use your rewards to support employee recognition, appreciation programs, or your favorite nonprofit cause.

Individual Partnership

  • Empower your staff to share Case Status within their networks.
  • Simply provide contact information, and we'll handle the rest, giving the referral a heads-up before reaching out.
  • Your staff earns a payout when the referred firm purchases and implements Case Status.

Firm Partnership

Take your referrals to the next level with a firm-wide engagement and revenue-sharing opportunity.
  • Work closely with the Case Status team to strategize referral efforts.
  • Enjoy co-marketing and event opportunities to enhance exposure.
  • Gain access to a dedicated sales contact for seamless collaboration.
  • For every referral that leads to a fully implemented Case Status customer, you'll receive a referral fee based on a percentage of the first-year total contract value (TCV).

How It Works

Getting Started

Simply fill out the form to let us know you're interested in participating. From there, it's easy—introduce Case Status to other firms in your network, and we'll take it from there. Once we reach the demonstration phase during our consultative sales process, it's logged, and you get a payout. If we close the deal and the firm successfully implements Case Status, you receive another payout.

Financial Incentives

The program offers a straightforward financial reward for all participants:

$500 for each introduction that leads to a successful implementation.

For Firm-Level Partners, we offer a percentage of the first year’s average subscription fee, providing even greater earnings potential.

With a fast sales cycle and a 30-60 day implementation process, you can start seeing payouts quickly. Firm-Level partnerships also offer increased returns.

Why Case Status?

We close over 2 out of 3 firms referred to us by our customers, which is why participants see such strong results. The decision-making process is far easier when a prospective firm hears directly from someone they trust (you), sees your results, and envisions how Case Status can benefit them in the same way.

“...very strong and well organized. They even have an app the tracks your case live so you know exactly how your case is proceeding.”

David B.
to Pond Lehocky Giordano

“...has a client portal used for communication and if I sent a message, I never went 24 hours without a response from someone on the team.”

Sam W.
to Richard Harris Law Firm

“I could always reach a representative of the firm through the Case Status app that gave me a detailed progress and where I could look at the entire process on my case right from my phone.”

Tawana T
to Saiontz and Kirk
4.9 • 25,000+ Ratings

Unlock the Full Potential of Your Firm

We believe adopting new software should be easy, exciting, and fun—especially when it enhances your client experience. Join industry thought leaders and innovators by integrating best practices in client management today.