Referral partners

Turn referral relationships into a
repeatable growth channel.

Real estate agents, accountants, brokers — every partner gets a portal, every lead gets tracked, and every commission calculates itself. MatterFirst replaces the spreadsheet with a proper referral engine.

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Channel modes

Inbound, outbound, or both — one system

Configure referral channels for incoming leads from real estate agents, accountants and brokers — or manage outbound referrals to specialists. Every referral is tracked from first handshake to final invoice.

  • Inbound referral intake with partner-specific landing pages
  • Outbound referral tracking with follow-up reminders
  • Bi-directional partnerships with split-fee management
  • Partner tiers with custom commission structures

Capability 1 of 4

Inbound, outbound or both — tracked end to end.

Partner portal

Give partners their own view — no logins to manage

Referral partners get a branded portal to submit leads, check matter status and view commission statements. No training required.

  • Branded partner submission forms
  • Real-time matter status visibility (configurable)
  • Commission statement and payment history
  • Campaign-specific intake links with UTM tracking

Capability 2 of 4

Partners see their leads without emailing you.

Billing & accruals

Commissions calculated and accrued automatically

Define commission rules per partner or channel — flat fee, percentage or tiered. MatterFirst calculates accruals, generates statements and syncs with your accounting software.

  • Flat-fee, percentage and tiered commission models
  • Automatic accrual on matter completion or milestone
  • Batch payment runs with statement generation
  • Xero and Stripe integration for payouts

Capability 3 of 4

Commissions calculated the moment they're earned.

Reporting

See which partnerships actually drive revenue

Attribution dashboards show you which partners, campaigns and channels produce the highest-value matters — and which ones cost more than they return.

  • Partner ROI and lifetime-value tracking
  • Campaign performance with conversion funnels
  • Geographic and matter-type breakdowns
  • Exportable reports for partner review meetings

Capability 4 of 4

Know which partnerships pay their way.

Ready to grow through referrals?

Book a demo and we'll show you how MatterFirst manages partner relationships, commissions and attribution — end to end.

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