Split Fees With a Referral Firm

• Navigate to the referred case.

• Enter the referring attorney or firm on the Attorney Liens Tab of the case. 

• Add in the amount of the attorney lien. If the amount is a percentage of the final settlement, input the amount until you know what the dollar amount would be.

• On the Settlement Tab, adjust your fee logic by selecting the dollar amount option. For example, if the total attorney fee amounts to $10,000 and the referral fee is 10% of that ($1,000), your firm can take a dollar amount fee of $9,000 and then there can be an attorney lien for $1,000. You can then log and track the division in the memo or notes section when taking your fees.