Clerkible App Case Study
Smarter referral management for modern law firms
Problem statement & the process
Defining the problem we're solving
Problem
Law firms and consultants rely heavily on referrals, yet most track them manually through spreadsheets or not at all.
This leads to missed opportunities, weak relationship management, and limited visibility into the true value of referrals.
Without a structured system, firms struggle to nurture key connections or understand which channels drive the most business.
The solution
Clerkible was designed as a lightweight, intent-driven referral management tool. It enables firms to::
- Track referrals in and out with clarity and accountability.
- Measure the value of each referrer over time.
- Generate AI-powered to-do lists and next steps for relationship-building.
- Provide supervisors and practitioners with actionable insights, not just data.
By combining structured tracking with AI assistance, Clerkible helps professionals turn referrals into stronger relationships and measurable business growth.
A quick brainstorm
With Clerkible, speed was key. I started with quick sketches on paper to map flows and test ideas, then jumped straight into code to bring the concept to life. The focus was on proving value fast and showing how referral tracking, relationship insights, and AI powered to dos could come together in a simple, usable tool.
End Result: From Idea to Working Product
Clerkible emerged as a functional, usable tool that proves the value of structured referral management. In just a short build cycle, I created an app where firms can track referrals, measure value, and act on AI generated suggestions. The end result demonstrates how quick iteration and focused execution can transform a pain point into a product with clear business impact.
Testing & Feedback
Formal user testing is still to come, but I was able to iterate based on qualitative feedback from an early real world user, my partner, who actively uses Clerkible in her practice.
She surfaced a number of pain points during the early builds, such as difficulty adding referrals quickly or unclear value summaries. I refined the flows to address these, simplifying inputs and making referral value tracking clearer.
The impact was immediate:
- The pain points were resolved
- The product now feels usable in day to day work
- She reports that she loves it and can see herself relying on it long term
This qualitative feedback gives me confidence in the direction of the product while also highlighting the need for broader validation with more firms and professionals.
The pain points were resolved
The product now feels usable in day to day work
She reports that she loves it and can see herself relying on it long term
Final Product
Take it for a test spin. The new and improved Clerkible offering
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