Case Xchange Launches Next-Gen Referral Platform to Modernize Law Firm Collaboration and Case Sharing

Case Xchange also introduces Xchange Pay to solve long-standing friction and tracking issues associated with referral payments

• Case Xchange streamlines law firm case sharing and collaboration, already processing over 125,000 referrals in under a year.
• The newly launched Xchange Pay, powered by Confido Legal, connects referral tracking directly to digital fee disbursements with built-in compliance.
• Case Xchange's Xchange Pay eliminates paper checks and manual tracking, delivering real-time revenue analytics and clear audit trails from initial referral through final payout.

PHILADELPHIA, Sept. 21, 2026 /PRNewswire/ -- Case Xchange, an attorney-to-attorney referral management platform built by one of the largest referral firms in the country, is eliminating the inefficiencies of the traditional referral process by streamlining communication, automating data flow and integrating directly with case management systems. Case Xchange has already processed more than 125,000 referrals in under a year.

Case Xchange Reimagines Legal Referrals and Debuts Xchange Pay

Today, Case Xchange introduced Xchange Pay, powered by Confido Legal ("Confido"), to address the longstanding disconnect between referral management and referral fee payments. By embedding digital payments directly into the referral lifecycle, the tool gives firms of all sizes an efficient, transparent way to manage, track and reconcile referral fees from resolution to payout.

"Referral relationships represent a significant source of revenue for law firms, but firms lack visibility into the process," said Shawn Lehocky, Founder and CEO of Case Xchange. "We created Case Xchange to give firms operational clarity across their referral networks. Xchange Pay represents the natural next step in our evolution. By connecting the referral directly to fee disbursement, earned referral revenue never falls through the administrative cracks."

Xchange Pay Offers Digital Disbursements, IOLTA Compliance, and Full Revenue Visibility for Law Firms of All Sizes

The partnership with Confido combines Case Xchange's referral management, tracking and analytics capabilities with Confido's payments infrastructure built specifically for the legal industry. Case Xchange remains the system of record for the referral, while Confido powers the secure movement of money underneath it. Benefits for law firms include:

• Digital Disbursements: Replaces paper checks with direct electronic fee transfers tied to active case files.
• End-to-End Financial Visibility: Tracks the complete lifecycle—from initial placement to resolution, fee calculation, payment and reconciliation.
• Actionable Revenue Intelligence: Delivers instant analytics on revenue streams by partner, practice area and timeframe, eliminating manual recording and management. 
• Native Ethics & Trust Compliance: Ensures IOLTA alignment and ABA compliance via Confido Legal's automated trust-routing and audit capabilities.

"Referral relationships take years to build, but the payments behind them still run on checks that arrive in the mail with zero context," said Emery Wager, CEO of Confido Legal. "Confido Legal modernizes how money moves in the legal industry, and by powering Xchange Pay, we're helping put payments directly inside the Case Xchange network. The referral fee arrives with the case attached, and nobody has to ask what the check was for."

To mark the launch, Case Xchange will host a Thought Xchange webinar featuring Lehocky and Wager on October 7, 2026, at 1:00 p.m. ET to discuss modernizing referral fee workflows. To register, visit https://41fn6n.share-na2.hsforms.com/21ONEPGHTSaS73koHtNEGRg.

About Case Xchange: Case Xchange is a legal case referral management platform purpose-built from firsthand experience managing referrals at scale. Originally developed to support the referral operations of one of the nation's largest referral law firms, Case Xchange evolved into an independent platform designed to help law firms overcome the complexities of managing, tracking, and growing their case referral business.  From solo practitioners to high-volume national firms, Case Xchange brings referral teams, firm leadership, operations, and technology together through connected workflows, greater visibility, actionable analytics, and network capabilities that support the entire referral lifecycle, turning case referral activity into measurable business intelligence. Learn more at casexchange.com.

About Confido Legal: Confido Legal is an embedded payments, disbursements and financial services platform built for law firms and the legal technology companies that serve them. Confido powers payments for more than 1,600 law firms and dozens of innovative technology companies across the United States and Canada. Learn more at https://confidolegal.com/.

Media Contact: Kateri Foley, [email protected].

SOURCE Case Xchange