Custom Referral Solutions
Quick Answer
Custom referral solutions are tailored programs designed for unique organizational needs, including white-label platforms, industry-specific matching criteria, automated distribution systems, and integrated compliance tools. These solutions require separate development agreements with additional costs and extended timelines but provide functionality beyond standard offerings.
Overview
When standard referral programs don't fully meet organizational needs, Heritage Web develops custom solutions that leverage our matching technology and network while providing specialized features, branding, and workflows tailored to specific industries or corporate requirements.
Types of Custom Solutions
White-Label Programs
Feature | Standard | White-Label |
Branding | Heritage Web branded | Your brand throughout |
Domain | Heritage Web URLs | Your domain/subdomain |
User Experience | Standard interface | Custom design |
Communications | Heritage Web emails | Your email templates |
Support | Heritage Web support | Co-branded or your support |
Pricing | Set by Heritage Web | You set client pricing |
Industry-Specific Solutions
Legal Industry Custom Features
Conflict checking integration
Matter management systems
Time tracking automation
Court deadline monitoring
Multi-jurisdiction licensing
Compliance reporting
Healthcare Custom Features
HIPAA-compliant workflows
Appointment scheduling integration
Insurance verification
Referral tracking for continuity
Outcomes reporting
Credentialing management
Financial Services Custom Features
SEC/FINRA compliance tools
Risk assessment integration
Portfolio management links
Regulatory reporting
Client suitability matching
Audit trail enhancement
Workflow Automation
Automated Distribution
Instead of manual selection:
Round-robin assignment
Performance-based routing
Specialty-based auto-assignment
Geographic optimization
Load balancing
Availability checking
Integration Capabilities
Connect with your existing systems:
CRM synchronization
Email marketing platforms
Phone systems
Calendar applications
Accounting software
Practice management tools
Custom Development Process
Step 1: Requirements Gathering
Initial discovery phase (2-4 weeks):
Stakeholder interviews
Current process analysis
Pain point identification
Success criteria definition
Technical requirements
Compliance needs
Step 2: Solution Design
Architecture and planning (2-3 weeks):
System architecture
User experience design
Integration mapping
Security planning
Scalability considerations
Timeline development
Step 3: Development Agreement
Formal contracting:
Detailed specifications
Development timeline
Cost breakdown
Payment milestones
Maintenance terms
Ownership rights
Step 4: Build Phase
Development and testing (8-16 weeks typically):
Agile development sprints
Regular progress reviews
User acceptance testing
Integration testing
Security validation
Performance optimization
Step 5: Deployment
Launch preparation (2-4 weeks):
Production environment setup
Data migration
User training
Documentation creation
Soft launch/pilot
Full rollout
Step 6: Ongoing Support
Post-launch maintenance:
Bug fixes and updates
Performance monitoring
Feature enhancements
Scaling support
Regular reviews
Pricing Models
Development Costs
Solution Complexity | Typical Range | Timeline |
Basic Customization | $10,000-25,000 | 2-3 months |
Standard Integration | $25,000-75,000 | 3-6 months |
Full Custom Platform | $75,000-250,000 | 6-12 months |
Enterprise White-Label | $250,000+ | 12+ months |
Ongoing Costs
Maintenance: 15-20% of development cost annually
Support: $2,000-10,000/month based on SLA
Updates: Quoted per enhancement
Scaling: Usage-based pricing tiers
Common Custom Solutions
Centralized Firm Dashboard
For organizations wanting unified view:
All professionals' leads in one place
Bulk purchasing capabilities
Assignment workflows
Advanced analytics
Custom reporting
Export capabilities
API-First Integration
For technical organizations:
RESTful API endpoints
Webhook notifications
Real-time data sync
Custom data fields
Programmatic access
Rate limiting controls
Compliance Platform
For regulated industries:
Audit logging
Approval workflows
Document management
Reporting automation
Archive capabilities
Retention policies
Multi-Tenant Platform
For associations or franchises:
Separate instances per member
Central administration
Shared resources
Individual customization
Consolidated reporting
Tiered access control
Build vs. Buy Decision Factors
When Custom Makes Sense
Unique regulatory requirements
Specific workflow needs
Integration with proprietary systems
Competitive differentiation needed
Volume justifies investment
Strategic long-term vision
When Standard Suffices
Common use cases
Limited budget
Quick implementation needed
Small team size
Minimal integration needs
Standard compliance requirements
Important Considerations
Additional Costs: Beyond standard pricing
Extended Timeline: Months not days
Maintenance Required: Ongoing investment
Change Management: User adoption critical
Scalability Planning: Design for growth
Exit Strategy: Data portability plans
FAQs
Q: Can we start with standard and upgrade to custom later? A: Yes, many organizations begin with standard programs and develop custom solutions after proving the model.
Q: Who owns the custom development? A: Typically shared ownership with usage rights for your organization and Heritage Web retaining core technology rights.
Q: Can custom solutions integrate with our existing Heritage Web setup? A: Yes, custom solutions build upon existing infrastructure and can enhance rather than replace standard features.
Q: What if our needs change after development? A: Agile development allows for some changes during build. Post-launch enhancements are quoted separately.
Q: Is custom development worth the investment? A: For organizations processing 50+ leads monthly or with specific compliance needs, ROI typically justifies custom development.
Next Steps
Document your specific requirements
Calculate potential ROI from automation
Schedule discovery consultation
Review example custom solutions
Prepare budget parameters
Related Articles
Enterprise Partnership Overview
API Integration Documentation
White-Label Program Details
ROI Calculator for Custom Solutions