ReferDesk vs Saturney

ReferDesk is a free referral and case-management platform for lawyers and law firms. Its dashboard supports sending, accepting, and tracking referrals, with statuses such as Attorney Invited, Under Review, Under Contract, and Case Settled. The network connects attorneys across practice areas and jurisdictions; the homepage reports more than 7,000 attorneys. A user can withdraw an unaccepted referral and pass the case to the next attorney in its sequence. Receiving attorneys can view information and documents shared in the case workroom. ReferDesk can pull case details from connected case management systems to create referrals, and it lists integrations with Filevine, Clio, Rocket Matter, and others. Referred-in and referred-out cases can be exported using an Excel button. The FAQ says there is no limit on referrals. The cloud application is accessible from internet-connected devices, with web, Windows, and macOS access. Users can also connect with attorneys, join groups, and find co-counsel.

Saturney is a paid web platform that automates law-firm proposals and promotional documents. Its central content-management system stores biographies, locations, practice areas, case studies, services, contact details, and firm information for reuse. Users choose templates and customize colors, logos, fonts, layouts, images, taglines, and imported content. A point-and-click, drag-and-drop interface places saved information into proposals, bio pages, presentations, case studies, and other materials. Documents can include cover letters and tables of contents, then export to Word, PowerPoint, or PDF. Users can create proposals or locate existing ones by criteria such as user, practice area, or industry, and search content by keyword or phrase. A Win/Loss Report tracks pitch performance, while multiple biography versions support targeted documents. Materials can be published as password-protected mini-websites. Responsive design works on computers and mobile devices. Pricing is available on request, with a free trial and specialist-led demos. Saturno is headquartered in Portland, Oregon.