Referral & Relationship Specialist

Disability Law Group•Troy, MI

9h•$50,000 - $60,000

About The Position

The Referral & Relationship Specialist is responsible for building, improving, and maintaining a firmwide referral process across Disability Law Group, Michigan Auto Accident Attorneys, and related practice areas, including Social Security Disability, VA disability, and personal injury referrals. This role serves as the point person for incoming and outgoing referrals, ensuring referrals are properly identified, tracked, followed up on, and optimized. The position also supports referral partner communication, firmwide referral awareness, data tracking, and process improvement so the firm can better understand where referrals are coming from, where referrals are going, and how referral opportunities can be increased. This position has both an operational and relationship-building focus. The right person will be organized, proactive, relationship-focused, comfortable working across departments, and able to identify ways to reduce human error through better processes, systems, and automations.

Requirements

Organized
Proactive
Relationship-focused
Comfortable working across departments
Able to identify ways to reduce human error through better processes, systems, and automations
Skills assessment will be provided in the interview process

Responsibilities

Manage and improve the process for referrals coming into the firm from outside sources, internal team members, partner firms, and community relationships.
Track all incoming referrals in the appropriate system, including Law Ruler, Prevail, spreadsheets, and any future CRM or case management platform.
Ensure the referral source is accurately captured for each applicable lead or case.
Work with intake and case teams to confirm referrals are routed appropriately.
Help create a consistent process for notifying the proper team when a referral is received.
Identify gaps in the current referral process and recommend improvements.
Review leads and referral data to determine whether stronger referral opportunities exist.
Help reduce human error and unnecessary touchpoints by recommending automations and workflow improvements.
Use current tools effectively while helping prepare for future system changes.
Coordinate with current team members involved in referral tracking and follow-up to ensure a smooth transition of responsibilities, where appropriate.
Develop and maintain a consistent process for referring cases out to trusted attorneys, firms, and community partners.
Serve as a point person for team questions about where to send potential outgoing referrals.
Maintain and refine a list of trusted referral partners by case type and practice area.
Track outgoing referrals, including where the case was sent, who referred it, and whether follow-up is needed.
Help determine which referral partners are performing well and which relationships should be reconsidered.
Work with leadership to ensure referrals are distributed thoughtfully and strategically.
Confirm referral partners understand that DLG and/or MAA is sending them cases so the firm remains top of mind for future incoming referrals.
Coordinate follow-up on referred cases, including attorney follow-up where appropriate.
Help refine which attorneys or firms should receive certain types of cases based on quality, responsiveness, client experience, and relationship strength.
Help ensure client-facing team members understand how to identify referral opportunities.
Support training for intake, case managers, attorneys, and other client-facing roles.
Help team members recognize referral opportunities, such as when a client mentions an auto accident, VA issue, Social Security issue, or another legal need.
Create or support simple scripts, checklists, and process guides for referral identification.
Reinforce the referral process through ongoing reminders, updates, and collaboration with team leads.
Act as a resource for questions such as, “Is this a case we would take?” or “Who should this be referred to?”
Help ensure referral awareness is not limited to intake and is understood across all client-facing roles.
Support the growth of incoming and outgoing referral relationships.
Identify opportunities to increase referral partnerships in the community.
Help maintain relationships with current referral partners.
Research potential new referral sources and community partners.
Coordinate outreach efforts with marketing and leadership.
Meet regularly with marketing to align referral strategy with broader firm visibility and community outreach.
Support relationship-building efforts that keep DLG and MAA top of mind with referral partners.
Track outreach activity and results.
Help ensure firms receiving referrals from us know we are intentionally partnering with them, which may help encourage reciprocal referrals.
Look for opportunities to strengthen both incoming and outgoing referral relationships.
Build better visibility into referral activity, outcomes, and revenue impact.
Track referral volume, source, case type, status, conversion, and outcome where available.
Maintain referral reports for leadership review.
Identify trends in incoming and outgoing referrals.
Track revenue tied to referrals where data is available.
Recommend process changes based on referral data.
Help establish baseline metrics so the firm can measure improvement over time.
Prepare regular updates on referral activity, gaps, opportunities, and next steps.
Assist with transitioning referral tracking into future systems as the firm updates its CRM and case management tools.
Make the current process as strong as possible with the tools available now while preparing for a better long-term system.