Strategies to Effectively Track and Optimize Law Firm Referrals

Stacey E. Burke | Stacey E. Burke, P.C.

Stacey Burke is a 23-year attorney who provides marketing and business development consulting services to law firms. She has worked with over 400 law firms in a wide range of practice areas across the United States. She litigated in the field of consumer advocacy before transitioning to a consulting career 11 years ago. She has won legal industry accolades, including the President’s Award from the Houston Bar Association and has been selected as a Texas Super Lawyers Rising Star and Super Lawyer. Her work has also been published in the Texas Bar Journal, Trial magazine, Houston Lawyer magazine, Authority magazine, Forbes, Entrepreneur, and Legal Business World. Her consulting company won the American Marketing Association Crystal Awards for Online Marketing in Google Analytics and for Print Collateral or Direct Marketing: Company or Organization Brochure.

Courtney J. White | Jackson Walker LLP

Courtney is currently a licensed Texas attorney and certified mediator who works as a Research Attorney at Jackson Walker LLP in their Houston office. She obtained her Bachelor of Science degree in Political Science with a minor in Business from Texas A&M University in College Station, TX in 2003, her Juris Doctorate from Thurgood Marshall School of Law in Houston, TX in 2009, and has a certificate in Diversity, Equity, and Inclusion from Cornell University. She is the Chair of the Black Lawyer Resource Group at her firm and is also the voice of her law firm podcast, JW Fast takes, a 7-10 min monthly podcast featuring JW attorneys on a variety of topics and emerging legal issues. She is also a regular guest on her firm Future Ready Business podcast where they discuss the future of the legal profession.

Outside of work, Courtney is a board member of the Ivy Educational and Charitable Foundation of Houston, Founder of Courthousecouture® a fashion and lifestyle social blog that has over 70,000 followers across social media platforms, and she is also a member of the Alpha Kappa Omega graduate chapter of Alpha Kappa Alpha Sorority, Incorporated in Houston, TX where she is the chair of the Public Policy forum, Chair of the Debutante Mentor Committee, and on the Epsilon Lambda Graduate Council. She was a board member of the National Advocacy Coordinating Committee for the American Heart Association and is a graduate of the United Way of Houston Project Blueprint Class of XXXVI. She loves fashion, traveling, reading, music, and encouraging others. You can find Courtney on Instagram, TikTok, Pinterest and shop her looks on Like to know it and Amazon Fashion.

Ryne Chaloux | MyCase

Ryne is a Principal Product Manager at MyCase having worked in a variety of features including the MyCase lead tracking functionality. He obtained his Bachelor of Science degree in Computer Science from The University of California, San Diego and has been in charge of both engineering and product teams at MyCase over his 8 year span there.

Curt Brown | Overture Law

Curt Brown is Co-Founder and Chief of Legal Innovation at Overture, a cutting edge attorney-to-attorney referral platform that allows its users to ethically refer legal matters and share in fees. He’s been named a Rising Star by Super Lawyers, and has been recognized as a California Lawyer of the Year (CLAY Award) by The Daily Journal, and Pro Bono Attorney of the Year by the USC Law School Public Interest Law Fund. In addition to working with Overture, Mr. Brown is a founding partner of the law firm of L&F Brown, P.C. and Chief Legal Officer of BizCounsel, Inc., which provides subscription legal plans to small and growing businesses.

Session I – From Referrals to Revenue: Optimizing Your Referral Partnerships for Success | 2:00pm – 3:00pm 

• Potential referral sources and how to cultivate them
• Using software to track and manage referral relationships and referred matters
• Creative ways to expand your network

Break | 3:00pm – 3:10pm

Session II – Ethical Referral Fees: a 50 State Survey | 3:10pm – 4:10pm

• Common misconceptions when it comes to referral fees
• The ABA Model Rules
  • What it means to be ‘jointly responsible’
  • What disclosures are necessary for an ethical fee sharing agreement
• States with unique regulatory frameworks
• Crossing state lines and ABS structures