Can I record a referral fee?

There is no fee field, deliberately. What may be paid or received for a referral, and what must be disclosed, is set by the rules that apply where you practice.

Does it say whether a referral arrangement is allowed?

No. It makes no permissibility determination of any kind.

Can I track referrals that came to nothing?

Yes — that is most of them, and the outcome note is where the answer goes.

Is this the same as the marketing source tracker?

No. That one is about rental inquiries and where a listing was seen. This is about work referred between firms or professionals.

Matter referral log

Where a matter came from, or where work was sent, and what came of it.

No money column, and that is the point

Whether a referral fee may be paid or received, on what terms and with what disclosure, is regulated where you practice and differs between jurisdictions. A register with an amount box on it would look like the place to arrange one. This records that a referral happened, in which direction, and what came of it — and determines nothing about whether any arrangement is permitted.

In and out on the same list

Where work comes from is a business question; where work goes is a client-care one, and both are the same fact recorded from different ends. Keeping them on one register means the answer to “who do we send this kind of thing to, and who sends us work” is in one place.

Related matter tools: Matter tracker · New matter intake checklist · Marketing source tracker

A record of where work came from and where it went. No fee field, no fee-sharing arrangement, no referral-fee calculation and no determination that any arrangement is permitted. Not legal advice. Everything runs on your device.

Questions people ask

Can I record a referral fee?: There is no fee field, deliberately. What may be paid or received for a referral, and what must be disclosed, is set by the rules that apply where you practice.
Does it say whether a referral arrangement is allowed?: No. It makes no permissibility determination of any kind.
Can I track referrals that came to nothing?: Yes — that is most of them, and the outcome note is where the answer goes.
Is this the same as the marketing source tracker?: No. That one is about rental inquiries and where a listing was seen. This is about work referred between firms or professionals.