Send and Receive Referral Fees Directly in Case Xchange
Confido connects directly to Case Xchange to make referral fee payments faster, easier to track, and simpler to reconcile.
Key Workflows
See how firms use Confido and Case Xchange to simplify referral payments and referral network management.
Replace Paper Checks
Move referral fees digitally instead of relying on checks and disconnected payment processes.
Know What Every Payment is For
Keep payment activity tied to referral information so teams aren't left trying to determine which case an incoming payment belongs to.
Simplify Reconciliation
Give finance and operations teams clearer payment and distribution information without piecing together records across systems.
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Get Paid Faster
Referring firms can receive referral fees directly into their bank account through a digital payment experience.
Everything Stays in Case Xchange
No separate platform for your staff to log into. Referral payments are reflected in the system your team already uses.
Why Case Xchange + Confido?
Together, Case Xchange and Confido connect referral management with referral payments, giving law firms a more complete way to manage their referral networks.
Faster Referral Payments
Move money digitally instead of waiting for checks to arrive and clear.
Less Administrative Work
Reduce manual payment tracking, check handling, and reconciliation work for finance and operations teams.
Better Payment Visibility
Keep accurate payment and distribution information connected to the referral workflow, creating better data for reporting and forecasting.
Easy for Partners
Partners don't necessarily need a full Confido account just to send a referral payment. They can provide their payment information and complete the payment through the Case Xchange workflow.
