The Referral & Relationship Specialist is responsible for building, improving, and maintaining a firmwide referral process across Disability Law Group, Michigan Auto Accident Attorneys, and related practice areas. The position serves as the point person for incoming and outgoing referrals, ensuring referrals are properly identified, tracked, followed up on, and optimized.
Requirements
- Manage and improve the process for referrals coming into the firm from outside sources, internal team members, partner firms, and community relationships
- Track all incoming referrals in the appropriate system, including Law Ruler, Prevail, spreadsheets, and any future CRM or case management platform
- Ensure the referral source is accurately captured for each applicable lead or case
- Work with intake and case teams to confirm referrals are routed appropriately
- Help create a consistent process for notifying the proper team when a referral is received
- Identify gaps in the current referral process and recommend improvements
- Track outgoing referrals, including where the case was sent, who referred it, and whether follow-up is needed
- Maintain and refine a list of trusted referral partners by case type and practice area
- Help determine which referral partners are performing well and which relationships should be reconsidered
- Track referral volume, source, case type, status, conversion, and outcome where available
- Maintain referral reports for leadership review
Benefits
- Competitive pay
- Meaningful opportunities for growth and advancement
- Flexible hybrid work schedule
- Paid day off for your birthday
- Team celebrations
- Firm-wide KPIs
- Community clinics
- Scholarship initiatives
- Volunteer opportunities
