Referral Partners

Referral partners sit at the point where a claim first becomes visible: an intake desk, a clinic, a broker relationship. What happens to that referral downstream, whether a case is fundable, whether a lien is collectible, whether a claim is worth pursuing, depends on outcome characteristics the referral source usually cannot see at the moment of referral.

Criterica's outcome layer gives referral partners a faster, more consistent read on what a referral is likely to be worth downstream, without requiring the referral source to become an underwriter itself. A screening pass against the production model fleet indicates whether a matter's characteristics fall inside a fundable or serviceable range before it moves further down the pipeline.

That shortens the cycle between referral and decision, the main friction point in high-volume referral relationships, and gives referral partners a defensible basis for triaging their own pipeline rather than referring on volume alone.

The value compounds with volume. A single referral benefits from a faster answer; a standing relationship with a steady stream of referrals benefits from a screening process the referral source can plan around.

Screening at referral also protects the referral source's own reputation downstream. A referral partner known for sending well-screened matters builds a different kind of relationship with funders and firms than one sending high volume with no consistent quality signal.

The same screening layer helps a referral source manage its own risk over time. A clinic or broker whose referrals consistently fail downstream underwriting eventually loses standing with the funders and firms it refers to, and an early, honest read on a matter protects that relationship.

Provides a standing screening relationship for referral partners with enough volume to warrant one, rather than a one-off case-by-case review.

Routes qualifying referrals to the correct part of the platform, pre-settlement funding, medical lien purchase, or law firm capital, depending on what the referral actually is.

Reports back on referral quality over time, so a referral source can see which channels or intake criteria are producing fundable matters and which are not.

Keeps the referral relationship and the underlying funding or treatment decision separate: Criterica screens and routes, but the funding, purchase, or representation decision itself is made by the receiving part of the platform on its own terms.

Does not take a position on which downstream partner a referral should go to beyond confirming that a matter's characteristics fit the product it is being routed toward; the referral source retains its own relationships and choices downstream.

Adjusts the standing relationship's reporting cadence as referral volume grows, so a referral source is not left working from a screening process sized for a much smaller flow.

Typical referral volume, case types, and the intake information already captured at the point of referral.

A description of existing downstream relationships (which funders, firms, or providers referrals currently go to), so Criterica can identify where a structured relationship adds the most value.

Any bar rules, licensing requirements, or referral-fee constraints that apply to the referral source's jurisdiction, so the relationship is structured within them from the start.

Referral sources should also identify how referrals are currently tracked internally, spreadsheet, CRM, or informal process, since that shapes how a screening relationship integrates with existing workflow.

The first call scopes referral volume and case mix, confirms the intake data available at referral, and identifies which downstream products the relationship should route into.

Where an existing downstream relationship is already in place, the conversation focuses on whether Criterica's screening layer improves the speed or consistency of that existing flow rather than replacing it outright.

For referral sources new to structured screening, the first weeks typically run as a trial on a limited volume, so both sides can confirm the screening criteria match the actual case mix before scaling up.

Once a trial period confirms fit, the relationship moves to its ongoing cadence, with reporting intervals and escalation points for unusual referral patterns agreed explicitly rather than left implicit.