Introducing Referrals & Waypoint: Smarter Intake, Stronger Partnerships
Manage referral partners end-to-end and score every lead automatically with AI-powered criteria — two major features now live.
Product updates, intake intelligence best practices, and strategies to convert more leads and grow your firm.
Two powerful new features are now live in Case Compass. Manage referral partners end-to-end and deploy AI-powered criteria to automatically score every incoming lead.
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Manage referral partners end-to-end and score every lead automatically with AI-powered criteria — two major features now live.
A deep dive into how Waypoint's configurable criteria engine evaluates every lead and surfaces the cases most worth your team's time.
Best practices for attracting referral partners, setting competitive fee structures, and tracking ROI on every referred lead.