Operations Working Group: Referral Tracking Think Tank

Have you ever wondered how other personal injury firms keep tabs on referrals—where they come from, how they convert, and how they’re thanked or compensated?

Join us for a hands-on Referral Tracking Think Tank, an open, round-table session focused on solving one of the most common operational pain points for PI firms: tracking and managing referral relationships. This isn’t a presentation—it’s a working conversation designed to exchange real strategies and tools that firms are using right now.

What You’ll Explore:
– Practical ways to track inbound and outbound referrals (software, spreadsheets, CRM setups, and more).
– Systems for capturing source data at intake and keeping it accurate over time.
– Strategies for nurturing referral relationships and measuring ROI.

Expect a collaborative discussion where everyone contributes and leaves with actionable ideas to strengthen their firm’s referral process.

Sign Up:
– Check your email to RSVP!
– Not in the Operations Working Group yet? Request to join here.