Referral account dashboard

Create unique referral accounts, QR codes, flyers, attribution locks, and reward-review records.

Use this dashboard for public customers, family helpers, community locations, professional sources, owner/admin, staff, paralegals, and attorney-adjacent accounts. Each account gets a unique code and role-aware dashboard view.

Create Account Build QR Flyer Partner Start Reward Ledger

One clear dashboard focus

Community Partner focus

Track QR starts, eligible platform-service rewards, holds, corrections, and approved payouts without access to private client documents.

QR tools Reward ledger Attribution rules Support

Dashboard completion focus

Every dashboard should make the next useful action obvious.

Current item

Show the current matter, draft, document group, review order, or professional contact first.

Blocked item

Highlight missing information, payment/refund issue, support issue, profile claim, or review-gate blocker.

Next handoff

Keep customer, staff, paralegal, attorney, referral, and owner steps separate so status stays accurate.

Role focus

Keep the next action visible.

Saved work

Use the dashboard to find the current matter, draft, upload group, review request, and next task.

Clean handoff

Staff, preparation, and attorney review work should keep notes, documents, versions, and boundaries separate.

Clear status

Draft, review, finalization, payment, referral, and professional-contact statuses should not be mixed together.

Preview only: referral accounts, QR events, assisted starts, and reward rows are browser-local. Production must add secure accounts, server-side attribution, consent logs, payout approval, fraud controls, and professional-responsibility review before any live reward program.

One account per person, office, or location. Separate accounts make QR scans, starts, review inquiries, and reward review easier to audit.

Account type Display name Contact email Phone Organization / location Preferred share path Reward status Dashboard role

Notes, location instructions, or compliance reminders0 / 1800

Attribution status

First referral lock and activity preview.

Referral dashboard

Create unique referral accounts, QR codes, flyers, attribution locks, and reward-review records.

Community Partner focus

Every dashboard should make the next useful action obvious.

Keep the next action visible.

First referral lock and activity preview.

Accounts, links, QR codes, activity, and reward-review cues.