Referrals · Counsel Network

Mark yourself eligible. Take the matter.

Any attorney of record on any paid DocPost account may opt in to receive referrals from the network. Verification is lightweight, the listing is yours to control, and the obligations to your bar travel with you.

§ I — Eligibility

Three requirements. No surprises.

Light enough that any practicing attorney can clear them in an afternoon. Sturdy enough that, on the other side, a listing means something to the potential client routed your way.

01 / Coverage

Malpractice insurance.

Maintain an active professional liability policy covering the jurisdictions you intend to take referrals in. We don't sell the coverage; we verify it.

Carrier on filePolicy periodPer-claim limit

02 / Identity

Bar IDs & jurisdictions.

Enter every bar number you hold and the jurisdiction it covers. The listing is scoped to those jurisdictions — you won't surface in matters you can't lawfully take.

Per-state numbersStatus checkedPro hac flagged

03 / Presence

An active website.

A reachable, public-facing site at the URL you list. Solo practitioner one-pager, mid-size firm, or AmLaw tower — format is your call; reachable and bar compliance is the requirement.

URL on fileReachability checkedMatch to listing

§ II — How a referral lands

From opt-in to engagement, with the disclosure clock visible.

The path is short. So is the time limit to file. Most bar associations require a referral disclosure from the time you get your first referral that you are responsible to file.

Step 01

Opt in.

From your attorney profile, mark yourself eligible. Upload your malpractice policy, list your bar IDs, point us at your site, preferably your profile page.

Attorney

Profile

Step 02

Verify.

DocPost confirms your policy is in force, your bar status is active in the jurisdictions you listed, and your site resolves at the URL provided.

DocPost

Verification

Step 03

Match.

A prospective client that fits your jurisdictions and practice areas. Reach out or not. Conflict checks are yours to run.

Network

Routing

Step 04

Disclose.

On accepting your first referral, your bar's disclosure clock starts. The deadline and filing are yours to submit.

Attorney

Bar filing

§ Compliance

Each bar sets its own rules on referral-service registration. Most jurisdictions require an attorney accepting referrals to file a disclosure with the bar — typically online, typically within 10 to 15 days of the first matter accepted from that source. The filing is the responsibility of the attorney, not the network. Confirm the deadline with your jurisdiction.

Listing fee on every paid plan today. Subject to change.

Eligibility checks: insurance in force, bar admitted, site reachable and bar compliant. Re-verified periodically on a quiet schedule.

10–15

Days for the typical disclosure window after a first referral. It varies by bar association so check your latest rules.

§ III — Fine print, up front

The questions counsel asks before opting in.

Plain answers to the things you'd otherwise have to email us about.

Who can opt in?

Any attorney of record on a DocPost account, on any paid plan, who clears the eligibility checks. Solo practitioners to large-firm associates are all welcome. Practice area is heavily transactional.

Does DocPost take a cut?

Fee sharing arrangements are generally prohibited by most bars. We will never take a cut of any fee in any form prohibited by law, regulation, or bar association rules. Access is currently included at no cost on every paid DocPost account.

What about my bar's filing?

Most jurisdictions require a one-time disclosure with the bar noting the referral source — typically filed online within 10–15 days of the first referral. Confirm the deadline and the portal with your bar; the filing is yours to make.

Can I leave the network?

Toggle referrals off on your profile and potential clients stop routing to you immediately. Existing engagements continue under whatever retainer you signed with the client.

§ IV — Begin

List yourself in the counsel network.

Verification is short. The listing is yours to pause or pull at any time. Your malpractice carrier, your bar, and your firm website stay where they are — we just confirm they're current.