Automated Legal Intake and Referral Routing Case Study | Justice Team + Attorney Share

See how Justice Team automates legal intake and referral routing using Attorney Share.

Challenge

Justice Team receives a high volume of inbound calls across many practice areas and jurisdictions. Many cases fall outside what the internal team can handle. Manual triage slows response time, increases missed opportunities, and creates admin work with little return.

Justice Team needed a way to:

  • Route cases instantly to the right attorney
  • Eliminate manual intake work
  • Track referrals without follow up work
  • Earn referral fees without added effort

Solution

Justice Team combined AI-powered intake with Attorney Share to automate referral routing and tracking end to end.

They use the Direct Share API and My Referral Network in Attorney Share to send referrals directly from intake to their preferred attorney network. This same workflow also works without AI using human intake teams, existing case management systems, or the Attorney Share UI.

When a caller contacts Justice Team, the system decides in real time whether the case stays in house or routes to Justice Team’s private referral network in Attorney Share.

Attorney Share manages matching, delivery, acceptance, and ongoing case updates automatically. If no attorney in the private network matches the case, Attorney Share routes it to the public marketplace to find the right attorney.

How the System Works

Case Study: The Justice Team

Client Call

  • A potential client calls 844-The-Team. Intake is available 24/7.

AI or Human Intake

  • A voice AI agent captures case details. Calls containing specific keywords route immediately to a human intake specialist.

Decision Engine

  • Justice Team’s routing rules determine whether the case stays in house or routes to Attorney Share.

Example routing logic:

  • CA and AZ personal injury cases route to Clio Grow.
  • All other leads route to Attorney Share through the Direct Share API.

Send to My Referral Network

  • Attorney Share routes the case to the correct attorney within Justice Team’s private referral network based on practice area, jurisdiction, and distribution rules.

Attorney Accepts Referral

  • The receiving attorney accepts or declines the referral directly in Attorney Share.
  • If no in-network attorney matches, the case posts automatically to the public marketplace.

Automated Case Tracking

  • Case status updates sync automatically from the receiving attorney’s case management system.

Revenue Without Work

  • Justice Team earns a 33 percent referral fee.
  • No follow ups. No manual tracking. No admin work.

Results

Faster response times for clients
Zero manual referral handling
Real time visibility into every case
New revenue from cases Justice Team does not take
Scalable intake without adding staff