Reference Nexus, home

The systems behind the practice, run in private.

We take your client intake online and build custom software for the way your practice actually works, starting with law firms.

Send a private inquiry See what we build

By appointment · South Florida

Sample Firm, P.A. Practice dashboard

Sample on test data

New matter

  1. Tue 9:47 pm Intake form received Done
  2. Tue 9:58 pm Engagement letter signed Done
  3. Tue 10:01 pm Retainer paid Done
  4. Tue 10:01 pm Matter opened in the practice system Done
  5. Tue 10:02 pm Client update sent Done
What your staff see the next morning, for a client who signed up the evening before. A fictional firm, on test data.

Sample Firm, P.A.

Sample on test data

Where your matter stands

  1. Tue 9:47 pm Questions answered Done
  2. Tue 9:58 pm Engagement letter signed Done
  3. Tue 10:01 pm Retainer paid Done
  4. Wed 8:30 am Your lawyer is reviewing your file In progress
  5. Thu 10:00 am First meeting Booked

Latest update, Wed 8:30 am We have everything we need for now. Your first meeting is Thursday at 10:00 am.

What a client sees on a phone, at any hour, instead of calling to ask. A fictional firm, on test data.

Every practice has work that lives in a spreadsheet, an inbox or one person's head.

We build it properly, as custom software. Where software you already license does the job, we configure it instead.Note 1

  1. Our first-stage Assessment report lists, item by item, what to configure and what to build.

What a practice gets

Online intake The form, the engagement letter, e-signature and payment, on any phone. plus Custom software A client portal, a staff dashboard and documents, built for how you work. plus Stewardship Monitoring, updates and backups after launch, in accounts in your name. equals

Reference Nexus

5+
years Daniel Levine has spent building these systems.Note 2
1
person. The one you speak with is the one who builds your system.
0
client names published. Ever.Note 3
  1. Ask for the walkthrough and the dates of earlier work: a complete client-intake platform we built for a Florida law firm, shown privately on test data.
  1. We name a client only with written consent, and this site names none. Discretion and data lists what stays private.

Law firms first.

We work with law firms of up to about fifty lawyers, in Broward County first. The same work fits accounting and tax firms, wealth advisors, medical and therapy practices, engineering and architecture firms, and consultants.

For law firmsOther professions

In practice.

  • Intake,
    online.

    A new client fills in one form, on a phone, at any hour. The engagement letter is signed online, the fee or retainer is paid into your own account, and the file opens in your system without anyone typing it in again.Note 4

  • The software
    your practice needs.

    A client portal that answers "where does my matter stand?", a dashboard that shows each person what to do next, documents drafted on your letterhead, and connections to the software you already pay for.

  • Yours from
    the first day.

    Accounts are opened in your practice's name. The code, the data and the documents belong to you.

  • Search, email and AI,
    once the core runs.

    How your practice appears in Google and in AI assistants, whether your email reaches the inbox, and how your own people use AI under a written policy.

  1. Your firm approves every intake question, fee term and client message before it goes live. The approval step is written into the statement of work.

Tell us what you want to take online or build.

Daniel Levine reads every inquiry himself and replies within one business day.Note 5

Send a private inquiry

Received a letter from Daniel about a private page on your firm?

You don't need the form. Email dlevine@referencenexus.com or call 954-614-7925 and he'll send it.

  1. No reply by the end of the next business day? Call 954-614-7925.