Referral & Relationship Specialist

Referral & Relationship Specialist

At Disability Law Group, we exist for one reason: to help people through some of the most difficult moments of their lives — and to do that work with skill, heart, and purpose. We are a mission-driven law firm focused on Social Security Disability and Veterans' disability benefits. Our work demands more than legal knowledge; it requires empathy, persistence, and a genuine commitment to listening to people when they need it most.

Everything we do is guided by our core values — Listen, Invest, Vigor, Empathy, and Solutions (LIVES). These values shape how we show up for our clients and for one another. From the first phone call to the final resolution of a case, we treat each client's situation as unique and deserving of thoughtful, personalized advocacy.

Our team is made up of dedicated professionals across intake, applications and appeals, records, case management, attorneys, and leadership, all working collaboratively to deliver exceptional service nationwide. We also believe in investing in our people. DLG offers competitive pay and benefits, meaningful opportunities for growth and advancement, and a workplace culture that values balance and recognition — including a paid day off for your birthday, team celebrations, and firm-wide KPIs.

Our team regularly participates in community clinics, scholarship initiatives, and volunteer opportunities, giving everyone the chance to make an impact beyond their day-to-day work. We also offer a flexible hybrid work, and a family-first model.

At Disability Law Group, your work matters — and so do you. Together, we are building a firm that delivers results, supports its people, and truly changes lives.

The Referral & Relationship Specialist is responsible for building, improving, and maintaining a firmwide referral process across Disability Law Group, Michigan Auto Accident Attorneys, and related practice areas, including Social Security Disability, VA disability, and personal injury referrals.

This role serves as the point person for incoming and outgoing referrals, ensuring referrals are properly identified, tracked, followed up on, and optimized. The position also supports referral partner communication, firmwide referral awareness, data tracking, and process improvement so the firm can better understand where referrals are coming from, where referrals are going, and how referral opportunities can be increased.

This position has both an operational and relationship-building focus. The right person will be organized, proactive, relationship-focused, comfortable working across departments, and able to identify ways to reduce human error through better processes, systems, and automations.

The Referral & Relationship Specialist will manage and improve the process for referrals coming into the firm from outside sources, internal team members, partner firms, and community relationships.

• Track all incoming referrals in the appropriate system, including Law Ruler, Prevail, spreadsheets, and any future CRM or case management platform.
• Ensure the referral source is accurately captured for each applicable lead or case.
• Work with intake and case teams to confirm referrals are routed appropriately.
• Help create a consistent process for notifying the proper team when a referral is received.
• Identify gaps in the current referral process and recommend improvements.
• Review leads and referral data to determine whether stronger referral opportunities exist.
• Help reduce human error and unnecessary touchpoints by recommending automations and workflow improvements.
• Use current tools effectively while helping prepare for future system changes.
• Coordinate with current team members involved in referral tracking and follow-up to ensure a smooth transition of responsibilities, where appropriate.

The Referral & Relationship Specialist will develop and maintain a consistent process for referring cases out to trusted attorneys, firms, and community partners.

• Serve as a point person for team questions about where to send potential outgoing referrals.
• Maintain and refine a list of trusted referral partners by case type and practice area.
• Track outgoing referrals, including where the case was sent, who referred it, and whether follow-up is needed.
• Help determine which referral partners are performing well and which relationships should be reconsidered.
• Work with leadership to ensure referrals are distributed thoughtfully and strategically.
• Confirm referral partners understand that DLG and/or MAA is sending them cases so the firm remains top of mind for future incoming referrals.
• Coordinate follow-up on referred cases, including attorney follow-up where appropriate.
• Help refine which attorneys or firms should receive certain types of cases based on quality, responsiveness, client experience, and relationship strength.

The Referral & Relationship…