Refer a Client to CaseReady

Three simple steps to get your client organized, documented, and case-ready — so you can focus on winning.

How to Refer a Client

01

Share the Link

Send your client the CaseReady intake link below — by text, email, or in person. It takes them less than 5 minutes to complete.

02

We Handle the Rest

CaseReady contacts your client, gathers records and documentation, and organizes everything into a structured case packet.

03

Receive the Packet

You receive a clean, attorney-ready packet — organized and complete, so you can move forward immediately.

Your Client’s Intake Link

Copy-Ready Message Templates

Text Message

Hi [Client Name], I’ve referred you to CaseReady to help get your case organized. Please use this link to get started — it only takes a few minutes:

https://caseready.ablelawgroup.com/get-caseready-page

Feel free to reach out if you have any questions.

Tip: Replace [Client Name] before sending.

Email Template

Subject: Next Step — Get CaseReady

Hi [Client Name],

As we discussed, I’ve referred you to CaseReady — a service that will help organize your case materials so we can move forward as efficiently as possible.

Please click the link below to get started. It only takes a few minutes, and our team will follow up with next steps.

https://caseready.ablelawgroup.com/get-caseready-page

Don’t hesitate to reach out if you have any questions.

Best,
[Your Name]

Tip: Replace [Client Name] and [Your Name] before sending.

Questions About CaseReady?

Contact our team — we’re here to make the referral process seamless for you and your clients.

Contact CaseReady