Use Case: Referral & Collaboration

Refer matters with context.

A better handoff for clients, firms, and referral partners.

LitiSync turns an inquiry into an organized referral package so the client does not have to start over and the receiving attorney can evaluate the matter with useful context.

A Better Referral Experience

Send the matter forward with the facts attached.

Create a thoughtful, trackable handoff that respects the client’s experience and helps trusted referral partners act with clarity.

Pain Points

Referrals lose context

Informal referrals leave clients repeating painful details and receiving attorneys without enough information to evaluate the matter.

  • Matters fall outside the firm’s practice, geography, capacity, or risk tolerance.
  • Receiving firms start from scratch with a name and number.
  • Referring firms lose visibility while clients feel passed along.
Solutions

Send a structured referral

With the client’s appropriate consent, LitiSync creates an organized referral package even when the firm will not pursue the matter.

  • Includes contact details, a matter summary, key events, documents, and evidence.
  • Follows the firm’s routing rules and trusted referral relationships.
  • Gives the receiving attorney a shared factual starting point.
Outcomes

A better handoff

The firm turns matters it cannot take into a professional, trackable experience for everyone involved.

  • Clients receive clarity without needlessly repeating their story.
  • Referral partners receive useful context instead of a bare lead.
  • The firm strengthens its reputation and referral network.
Trust Meets Automation

People Love Our Agents

Both clients and attorneys agree that, in many situations, it’s simply easier to engage with LitiSync and it saves a significant amount of time for everyone involved.

Simple Licensing

No-nonsense licensing to get started fast.

From solo and small practices to global firms - LitiSync is your legal AI solution.

Low Monthly Membership

AI-Powered Engagement Layer for Your Firm

Give your firm branded, AI-powered client engagement with secure storage, unlimited web leads, and built-in referral exchange access.

Includes

  • 5GB secure file storage
  • Unlimited web lead capture
  • LitiSync Exchange access
  • Firm-branded client experience

Usage-Based Pricing with Volume Discounts

  • AI Intakes for automated client fact collection
  • AI Case Investigations for deeper case development
  • Liti minutes for on-demand AI concierge engagement
  • Lower per-unit pricing as your volume grows
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