An introduction to Private Networks

What is the Private Network on Case Xchange?

Access to specific features of the Private Network depends on your firms Case Xchange Membership.

Overview

The Private Network allows your firm to build and manage a trusted group of referral partners within Case Xchange. Instead of sending cases publicly, you can create direct, invite-only connections with specific firms you already work with. This ensures referrals stay within your preferred relationships while providing transparency, efficiency, and structured tracking across your entire network.

Key Features

Send referrals directly to selected partner firms
Receive referrals from approved connections
Maintain full visibility into case status and outcomes
Track referral performance and revenue across your network
Control who can send cases to you and who you send cases to

Subscriptions & Feature Access

	Xplore	Xpand	Xtend	Xcellerate
Access the Private Network Tab	✅	✅	✅	✅
Receive Requests to join a Private Network	✅	✅	✅	✅
Request firms to join your Private Network		✅	✅	✅
Send referrals to firms in your Network	✅	✅	✅	✅
Receive Referrals from firms in your Network	✅	✅	✅	✅

*Transaction fees may apply for referred cases. Fee amount depends on the tier your firm is in. Email support@casexchange.com if you have questions regarding transaction fees.

Managing Your Private Networks

View and Manage your network from the Privat Network tab in Case Xchange.

Adding Firms to Your Network

How to Onboard Firms to Your Network

Joining a New Network

How to Accept a Request to Join a Network

Related Resources:

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