California Referral Compliance—Solved.

Generate, track & get paid on attorney referrals while staying 100% CRPC‑compliant.
Tap2Refer automates reciprocal agreements, client consents and payment tracking—so you can focus on winning cases.

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Paperwork shouldn't jeopardize your license

Disciplinary action

Incomplete client consent can trigger State Bar scrutiny.

Unenforceable fees

Miss a signature? You may forfeit your share of the fee under CRPC 1.5.1.

Lost revenue

Referrals disappear when tracking relies on sticky-notes and memory.

Referral‑fee rules in plain English

Non-exclusive, client-disclosed partnerships. No obligation to refer. Tap2Refer lets you store standing RRAs and attach them to referrals with one click.

Written agreement between lawyers plus written client consent. Tap2Refer auto-emails the receiving lawyer for e-signature then fires the consent to the client.

Once both lawyers sign, Tap2Refer automatically sends a secure e-consent to the client. Status updates and audit trail are logged in your dashboard.

Learn how Tap2Refer automates this ↗

How Tap2Refer Works

1

Prepare

Create standing RRAs with preferred partners using jurisdiction-aware templates.

2

Refer & Sign

Send a referral; both lawyers e-sign on any device. Client consent emails automatically.

3

Track & Get Paid

Real-time dashboard tracks every matter to closure, sends payout reminders & archives docs.

Trusted by California attorneys

"Tap2Refer cut my referral admin time by 80%. Compliance docs are now a breeze."

Jane D., Personal Injury

"Exactly what solo firms need - simple, bar-compliant and affordable."

Luis R., Employment Law

"I never lose track of a referral now, and payout reminders are gold."

Anjali S., Immigration

Free Checklist: CRPC 1.5.1 Compliance

Get a comprehensive workflow that keeps every referral fee enforceable.

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Frequently Asked Questions

The State Bar does not certify software platforms. Tap2Refer strictly follows CRPC 1.5.1 & 7.2(b)(4) and keeps an audit trail of every consent and signature.

They receive a secure email with a link to e-sign the agreement for free. Once they join, past referrals automatically sync to their dashboard.

Free for up to 5 referral sources. Paid plans start at $9/month. No setup fees.

Further reading

CalBar Executive Summary - Rule 1.5.1

Official guidance on sharing fees and obtaining client consent.

External Link

Hinshaw: Fee-Sharing Primer

Contrast between ABA Model Rule 1.5(e) and California stricter regime.

External Link

CasePeer: Referral Fee Guide

Practical guide to attorney referral fees and compliance.

External Link