You’ve referred the cases. Now you’re chasing the answers.
Every handling firm reports differently. Updates come through spreadsheets, emails, or not at all.
To keep up, large referring firms deploy entire teams just to:
- Call handling firms every week for updates
- Chase down missing or inconsistent data
- Manually compile and reconcile reports into master spreadsheets
It’s time-consuming, expensive, and never fully accurate – and then you have to do it all over again. It’s a never ending cycle.
And even when you get answers, the data often doesn’t match across systems—creating duplicates, inconsistencies, and more uncertainty.
One view. Every firm. Every case.
Handled connects directly to your handling firms’ case management systems and standardizes reporting across all partners in real time.
We don’t just aggregate data—we clean and reconcile it. Using our aliasing process, Handled matches the same case across marketing, intake, handling firms, and your internal system—eliminating duplicates and ensuring consistency.
Real-Time Partner Reporting
Standardized updates across every firm
Unified Case Visibility
See all referred cases in one place
Cohort & Campaign Analysis
Understand performance by source, firm, and intake cohort
Clean, Matched Data (Aliasing)
One accurate record per case, synced across all systems
Full Case Data
Gain complete visibility into every case, with access to the most granular data points across your entire portfolio.
Make better decisions, faster—without the operational burden.
Eliminate the need for reporting teams. Reduce costs. Free up your people to focus on higher-value work.
Identify your best-performing firms. Strengthen the right relationships. Reallocate cases and capital with confidence.
Stop operating in the dark—and start managing your referral portfolio like an asset.
