Case Xchange Launches Referral Platform and Payment Solution for Law Firms
Case Xchange has launched a next-generation referral management platform aimed at modernizing collaboration among law firms. The company, which already processed over 125,000 referrals in under a year, also introduced Xchange Pay to streamline the payment process associated with legal referrals. Xchange Pay is powered by Confido Legal and integrates digital fee disbursements directly into the referral lifecycle. This eliminates traditional inefficiencies such as paper checks and manual tracking while providing real-time analytics and audit trails from initial referral through final payout. The solution ensures compliance with IOLTA regulations and ABA standards. The platform offers law firms full visibility over their revenue streams, including by partner, practice area, and timeframe. Case Xchange plans to host a webinar on October 7, 2026, featuring its CEO and Confido Legal's CEO to discuss the modernization of referral fee workflows.
Topics: digital payments legal technology referral management