Referral Coordinator


For this position, please call 866-536-2743 and follow the instructions outlined. We look forward to hearing from you!

About this position:

The referral coordinator role is vital in connecting our firm with other top-tier law firms and ensuring that clients are referred to the most appropriate and capable hands. This role will be the bridge between our firm and others, maintaining relationships, tracking outcomes, and guaranteeing client satisfaction.

Key Responsibilities Include:

  • Evaluate cases to determine if a referral is necessary and identify the most appropriate law firm for the case based on expertise, client needs, and location
  • Foster and maintain relationships/communication with a network of law firms to facilitate smooth case transfers and referrals
  • Monitor the progress of referred cases and maintain a database of referrals, outcomes, and feedback, keeping detailed notes on relationship pros and cons
  • Properly track SOL’s and ensure cases are filed to protect SOL or properly and timely closed out if they are rejected by referral firm
  • Collaborate on referral fees and agreements, ensuring favorable terms for our firm
  • Identify opportunities to expand our referral network and regularly assess the performance and quality of partner firms
  • Liaise with clients to inform them of referral decisions and ensure their comfort and confidence in the process
  • Coordinate with the referral law firm to ensure when cases are reaching settlement, confirm when settled, and follow up to ensure disbursements are handled timely, and the firm receives its fees and all stages are documented for revenue projections

Our requirements are pretty straightforward. To qualify you must:

  • Have a bachelor’s degree in business, Law, or a related field; or equivalent work experience
  • Have a minimum of 5 years experience in a similar role or within the legal industry
  • Have a strong understanding of various legal practices and specialties
  • Have exceptional communication and interpersonal skills with the ability to build strong relationships
  • Have negotiation skills and a keen eye for detail
  • Be proficient in the use of law firm case management software, (Litify- preferred)
  • Have a high level of professional ethics and integrity
  • Have excellent organizational skills and attention to detail to maintain accurate and comprehensive records
  • Have a Kolbe with a Long Blue Line – 8 or 9
  • Exemplify Chaffin Luhana LLP’s Core Values of Doing Good by Doing Right ™: Results Driven, Excellence Without Paralysis, Compassionate and Authentic, In It Together, and Innovative Growth
  • Adhere to all government and industry regulations, including settlement disbursements and the protection of regulated sensitive data
  • Have exceptional communication and interpersonal skills, with the ability to collaborate effectively with diverse stakeholders
  • Have a problem-solving mindset, with the ability to identify process improvements and implement solutions
  • Maintain confidentiality of all Confidential Information of clients and of the company
  • Have excellent analytical skills, with a keen eye for detail and a commitment to accuracy
  • Have excellent interpersonal skills, organizational skills, and time management skills
  • Have the ability to handle frequent pressures, time deadlines, and multi-task

Perks – A few benefits you’re sure to enjoy:

  • Salary based on prior experience and incentive bonus based on KPIs.
  • Health and dental insurance—we cover most (if not all) of the premiums (for typical team member) and we kick in up to $750 in an HRA.
  • Flexible Spending Account—transit and healthcare.
  • Paid Time Off (PTO) for pure fun and recharging, 9 yearly holidays paid so you can enjoy your friends and family and separate sick/bereavement days for those unfortunate times you need it.
  • We strive to close the entire firm between Christmas & New Year’s every year so the entire team can recharge their batteries with family and start the year fresh!
  • Bonusly awards—peer-to-peer recognition app—think Facebook for the team with cool .gifs (and rewards funded by the firm)!
  • Free annual dollars for continuing education and twice monthly Coaching Wednesdays with Senior Management!
  • A strong company culture with cool rewards, annual firm retreat and a spectacular holiday dinner!
  • Philanthropy— our motto is Doing Good by Doing Right in our practice and in our communities – you’ll be working for meaningful causes inside and outside of the firm!
  • Team members nominate their own charities for the CL Foundation to support during the holidays—putting their own mark on our Doing Good by Doing Right motto!