Referral expiry
Stale referrals expire automatically each day, so old referrals do not hold credit forever.
The problem it solves
Referrals that never convert clutter the list and can leave credit hanging.
How it works
- Referrals are created as usual.
- A daily check expires referrals that have gone stale.
- Your referral list stays current.
What your practice gets
- A clean referral list.
- No indefinite credit.
- Nothing to remember.
Questions accountants ask
How often does it run?
Daily.
Can I still see expired referrals?
They are marked as expired.
Do I need to configure it?
No.
Related features
Features that work alongside referral expiry.
Referral management
Review, approve, convert, reject or reverse client referrals and see referral statistics.
Leads pipeline
Track prospects with status, activities and notes, get AI suggestions on next steps and convert a lead into a client.
VideoReferral codes and referral page
Give clients referral codes and a public page where referrals can be submitted and tracked.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.