WHO REFERS US WORK, AND
WHAT HAS IT EARNED?
CosmoLex
A firm that relies on referrals wanted to see which referral relationships produced fees. CosmoLex recorded the referring parties, but its reports could not total fees by referrer.
- Referred matters
- 79
- Invoiced
- $836.6KApproved invoices only
- Paid
- $704.3K
- Outstanding
- $132.3K
Invoiced by referral source
Select a source to see its matters.
By classification
From each contact's Referral Info custom fields.
Referral sources
| 26 | $288,367 | $234,815 | $53,552 | |
| 15 | $151,891 | $135,838 | $16,053 | |
| 10 | $109,495 | $97,852 | $11,643 | |
| 7 | $95,737 | $78,109 | $17,628 | |
| 9 | $77,816 | $72,986 | $4,830 | |
| 3 | $37,373 | $29,209 | $8,164 | |
| 4 | $33,900 | $28,063 | $5,837 | |
| 3 | $22,373 | $15,636 | $6,737 |
This demo runs on sample data, and the firm and people in it are fictional. Change the filters and every figure recalculates.
What we
built.
The dashboard syncs matters and invoices from CosmoLex without writing anything back. A matter counts as referred when its referring party carries the firm’s referral flag.
Records that break the rule wait in a review list. They stay out of the totals until someone corrects them.
Where the data comes from
- CosmoLex
- Matters, referring-party relations, contact fields and invoices
Related platforms
Curious which referral sources carry your practice? Start with a conversation about your CosmoLex setup.
Ask about CosmoLex reporting