Referral Manager

The Referral Manager is responsible for building and managing the firm’s national referral and co-counsel network. This individual serves as a key liaison between Berry Law and its partner firms, ensuring referred clients experience a seamless transition and high-quality representation. The role is essential in supporting firm growth through strategic relationship development and operational oversight of the referral process.

Supervisory Responsibilities

• Onboard and coordinate with new referral or co-counsel partners.
• Ensure timely and effective communication with internal and external stakeholders regarding referrals.
• Serve as a central contact for referral network inquiries and escalations.
  
  

Primary Responsibilities

• Build and maintain co-counsel and referral relationships with partner firms across the country.
• Create and manage a referral criteria matrix that guides decisions on when to refer cases out or accept referred matters.
• Evaluate and vet new potential partner firms; manage onboarding into the referral network.
• Track all active referral cases, monitor their progress, and ensure regular communication with referring and receiving firms.
• Coordinate the process of sending cases to external firms, including confirmation of receipt and acceptance.
• Provide regular reports on referral volume, status, and performance metrics to the Sales Supervisor.
• Collaborate with attorneys, sales personnel, and leadership to ensure referral decisions align with the firm’s strategic goals.
• Resolve referral-related issues promptly, maintaining a high standard for client service and reputation.
  
  

Required Skills/Abilities

• Strong relationship-building and networking abilities.
• Excellent verbal and written communication skills.
• High attention to detail with excellent organizational and case-tracking skills.
• Ability to manage competing priorities and meet deadlines.
• Working knowledge of legal services and law firm operations.
• Proficiency with case management systems and CRM tools is preferred.
  
  

Experience And Professional Qualifications

• 3+ years of experience in client relations, legal operations, or business development, preferably in a law firm environment.
• Proven track record of building partnerships and managing referral systems or co-counsel relationships.
• Preferred: Experience working in a legal, client-focused, or business development role within a multi-office or national firm.
• Strongly Preferred: Bachelor’s degree in Business, Communications, Legal Studies, or related field.
  
  

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
  
  

Organizational Values

Integrity, Commitment, Accountability, Warrior Ethos, Leads by Example