ReferDesk vs Tely

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.

Tely for Law Firms is a web-based client-acquisition platform for U.S. law firms. It works on firm visibility in AI search and Google, qualifies visitors, and books consultations into a case-management CRM. Tely says it learns a firm’s services, pricing, process, and positioning from its website, documents, and existing content. It creates legal content using statutes, case law, trusted legal sources, and expert commentary. AI chat and voice agents answer questions, explain fees, and schedule consultations around the clock. Lead follow-up continues through SMS and email until booking, while retargeting can reach visitors across Instagram, Google, TikTok, and YouTube. The workflow can qualify matters, confirm fee arrangements, and pass clients to legal CRMs including Clio, MyCase, Filevine, Smokeball, Lawmatics, and PracticePanther. Tely lists intake forms and consultation booking. It states AES-256 encryption at rest, TLS 1.3 in transit, role-based least-privilege access, and queryable audit logs. Pricing is on request.