Partner Network
Build and sell Caseflow implementations with a structured partner operating model.
Caseflow partners include referral operators, agencies, and systems integrators. The program is designed for both recurring referral economics and high-margin implementation revenue.
Program Models
Choose the lane that matches your go-to-market style.
Referral Partner
For operators who refer qualified clients without delivery ownership.
Economics: 50% of first-year subscription value (or equivalent referral structure)
- Tracked links
- Attribution dashboard
- Payout visibility
- Co-branded referral assets
Highest Leverage
Agency + Wholesale Partner
For agencies selling automation offers under their own advisory model.
Economics: Up to 70% of first contract implementation spend for packaged delivery lanes
- White-label delivery support
- Sales collateral library
- Proposal frameworks
- Implementation handoff SOPs
Systems Integrator
For integration teams deploying multi-system architecture at enterprise scale.
Economics: Custom enterprise revenue-share and service scope agreements
- Sandbox access
- Webhook/API docs
- Partner governance model
- Joint solution planning
Partner Portal Architecture
Everything needed to promote, sell, and deliver with consistency.
Link Generation Engine
Generate tracked URLs by vertical page, campaign, and partner profile in one panel.
Asset Library
Access approved creative packs, sales copy, and UI visuals for consistent market positioning.
Partner Dashboard
Monitor clicks, trials, conversions, and attributed revenue in a single command view.
Developer Sandbox
Technical partners get integration references, environment variables, and test workflow documentation.
Need a custom partner model?
For larger agencies and enterprise integration teams, we can design joint offerings with custom governance, enablement, and revenue terms.