Referral & Relationship Specialist

Disability Law Group; Troy (MI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive pay and benefits

Paid day off for your birthday

Opportunities for growth and advancement

Community involvement programs

Job summary

Disability Law Group in Troy, Michigan is seeking a Referral & Relationship Specialist to enhance and manage referral processes across the firm. The ideal candidate will excel in relationship-building and possess strong organizational skills.

This role is pivotal in optimizing how referrals are tracked and processed, ensuring that every lead is properly managed. The firm values a flexible and supportive work environment, with opportunities for growth and community involvement.

Qualifications

• Experience in managing referrals and client relations.
• Ability to track and optimize referral processes.
• Capable of improving workflows through automation.

Responsibilities

• Manage incoming referrals and optimize the tracking process.
• Develop a system for outgoing referrals to trusted partners.
• Train team members on identifying referral opportunities.

Skills

Organizational skills

Relationship building

Proactive problem-solving

Attention to detail

Tools

Law Ruler

Prevail

CRM systems

Job description

At Disability Law Group, we exist for one reason: to help people through some of the most difficult moments of their lives — and to do that work with skill, heart, and purpose.

We are a mission-driven law firm focused on Social Security Disability and Veterans’ disability benefits. Our work demands more than legal knowledge; it requires empathy, persistence, and a genuine commitment to listening to people when they need it most.

Everything we do is guided by our core values — Listen, Invest, Vigor, Empathy, and Solutions (LIVES). These values shape how we show up for our clients and for one another. From the first phone call to the final resolution of a case, we treat each client’s situation as unique and deserving of thoughtful, personalized advocacy.

Our team is made up of dedicated professionals across intake, applications and appeals, records, case management, attorneys, and leadership, all working collaboratively to deliver exceptional service nationwide.

We also believe in investing in our people. DLG offers competitive pay and benefits, meaningful opportunities for growth and advancement, and a workplace culture that values balance and recognition — including a paid day off for your birthday, team celebrations, and firm-wide KPIs. Our team regularly participates in community clinics, scholarship initiatives, and volunteer opportunities, giving everyone the chance to make an impact beyond their day-to-day work. We also offer a flexible hybrid work, and a family-first, model.

At Disability Law Group, your work matters — and so do you. Together, we are building a firm that delivers results, supports its people, and truly changes lives

Position Summary

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.

Key Responsibilities

1. Incoming Referral Management

The Referral & Relationship Specialist will manage and improve the process for referrals coming into the firm from outside sources, internal team members, partner firms, and community relationships.

Responsibilities include:

• 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.

2. Outgoing Referral Management

The Referral & Relationship Specialist will develop and maintain a consistent process for referring cases out to trusted attorneys, firms, and community partners.

Responsibilities include:

• 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.

The Referral & Relationship Specialist will help ensure client-facing team members understand how to identify referral opportunities.

Responsibilities include:

• 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.

4. Referral Partner Development

The Referral & Relationship Specialist will support the growth of incoming and outgoing referral relationships.

Responsibilities include:

• 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.

5. Data Tracking, Reporting & Process Improvement

The Referral & Relationship Specialist will build better visibility into referral activity, outcomes, and revenue impact.

Responsibilities include:

• 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.

This role will work closely with:

• Intake
• Case managers
• Attorneys
• Marketing
• Operations
• Leadership
• MAA/personal injury team
• Social Security and VA teams
• External referral partners

Regular check-ins may include:

• Weekly or biweekly check-in with direct supervisor during the launch period
• Weekly planning around referral development and process improvement
• Monthly meeting with marketing once the role is established
• Ongoing communication with intake and client-facing team members
• Follow-up meetings with team members currently involved in referral tracking and follow-up