Referral Pricing & Payment Terms
Quick Answer
Paid referrals cost between $29 and $395 per lead, with pricing determined by the value of the practice area and responses to qualifying questions. Payment is processed immediately upon purchase through your credit or debit card via Stripe. Each referral generates a separate invoice, includes applicable taxes, and comes with a 7-day good-faith refund policy for quality issues. There are no contracts, subscriptions, or minimum purchase requirements.
How Referral Pricing Works
Base Pricing Structure
Referral prices are set dynamically based on two primary factors:
Factor | Impact on Price | Example |
Practice Area | Base price varies by specialty | Personal injury: Higher price<br>Document review: Lower price |
Qualifying Questions | Multiplies base price | Complex case details: 1.5x-2x multiplier<br>Simple matters: No multiplier |
Current Range | $29 minimum to $395 maximum | Most referrals: $75-$150<br>Premium cases: $200-$395 |
Practice Area Pricing Examples
Different specialties command different base prices based on typical case values:
Higher-Tier Pricing ($200-$395)
Personal injury with damages
Medical malpractice
Complex business litigation
High-asset divorce
Commercial real estate transactions
Mid-Tier Pricing ($75-$199)
Immigration cases
Family law matters
Criminal defense
Estate planning
Residential real estate
Lower-Tier Pricing ($29-$74)
Document review
Simple consultations
Traffic violations
Small claims assistance
Basic contract review
How Qualifying Questions Affect Price
When clients submit requests, they answer qualifying questions specific to their needs. These responses help determine fair pricing based on complexity and potential value.
Example Qualifying Questions:
Legal: Were you at fault? What damages occurred? When did the incident happen?
Medical: Is this an emergency? Do you have insurance? How long have symptoms persisted?
Financial: What is your approximate asset level? How complex are your tax needs?
Real Estate: What is the property value? Are you pre-approved for financing?
Price Multiplier Effect:
Standard case: Base price
Moderate complexity: 1.25x-1.5x base price
High complexity/value: 1.5x-2x base price
Maximum cap: $395 regardless of multipliers
Payment Processing
Two Ways to Purchase Leads
You can purchase referral leads through two convenient methods:
Method 1: Email Purchase
Receive email notification with lead description and qualifying questions (no contact details)
Click the "Purchase Lead" button in the email
Complete payment on Stripe's secure checkout page
Receive follow-up email with complete contact information
Lead automatically appears in your dashboard's "Purchased" tab
Method 2: Dashboard Purchase
Log in to your Leads Dashboard
Review lead details in the "New" tab
Click the "Purchase Lead" button on the lead card
Enter payment information in the pop-up window
View contact information immediately on the Lead Details page
Receive a confirmation email with contact information
Email Purchase Process
Step 1: Email Notification
When a new lead matches your profile, you receive an email containing:
Lead description and requirements
Qualifying question responses
Location and practice area
Price for the referral
"Purchase Lead" button
Step 2: Stripe Checkout
Clicking "Purchase Lead" redirects you to Stripe's secure page:
Invoice automatically generated
Enter payment details if not saved
Review total with taxes
Confirm purchase
Step 3: Contact Delivery
After successful payment:
Follow-up email sent immediately with contact information
Lead appears in the dashboard "Purchased" tab
Full details are accessible anytime
Dashboard Purchase Process
Step 1: Review Lead
In your Leads Dashboard "New" tab:
View all available matched leads
Read descriptions and qualifying details
See exact pricing on each card
Step 2: Click Purchase
Click the "Purchase Lead" button to open the payment pop-up:
The payment form appears in a modal window
Enter credit/debit card information
Confirm purchase amount
Step 3: Instant Access
Upon successful payment:
Lead moves to "Purchased" tab
Lead Details page shows all contact information
Confirmation email sent with complete details
Payment Methods & Security
Accepted Payment Types
Credit Cards: All major cards accepted
Debit Cards: Must have Visa/Mastercard logo
Not Accepted: PayPal, bank transfers, checks, cash
Security Features
PCI Compliance: Stripe handles all payment processing
Encryption: SSL/TLS encryption for all transactions
No Storage: Heritage Web doesn't store full card numbers
Fraud Protection: Stripe's machine learning prevents fraud
Managing Payment Methods
Adding a Card:
Go to Account Settings → Payment Methods
Click "Add Payment Method"
Enter card details
Set as default if desired
Updating Cards:
Replace expired cards before expiration
Remove old cards after adding new ones
Set preferred default card
Keep a backup payment method
Billing & Invoicing
Invoice Generation
Each referral purchase generates:
Individual invoice per transaction
Unique Referral ID for tracking
Date and timestamp
Service description
Tax breakdown
Payment confirmation
Accessing Invoices
To view and download invoices:
Navigate to Account Settings → Billing
Click the "Referral Purchases" tab
View transaction history
Click the PDF icon to download the invoice
Tax Handling
Automatic Calculation: Based on your location
Display Before Purchase: See the tax amount before confirming
Included in Invoice: Separate line item for taxes
Year-End Summary: Annual tax documents available
Payment Terms & Policies
No Hidden Fees
No Setup Fees: Start purchasing immediately
No Monthly Minimums: Buy only what you need
No Contracts: Pay-as-you-go model
No Cancellation Fees: Stop anytime
Transaction Terms
Immediate Payment: Charged upon purchase
Non-Transferable: Referrals can't be resold or transferred
Exclusive Access: One professional or business per lead
60-Day Expiration: Unpurchased leads expire
Failed Payment Handling
If a payment fails:
Immediate notification sent
Lead remains available temporarily
15-minute window to update payment method
After 15 minutes, the lead returns to the pool
Available to other professionals or businesses
Cross-Platform Synchronization
Email purchases automatically appear in the dashboard "Purchased" tab
Dashboard purchases trigger confirmation emails
Either method provides complete contact information
Both methods generate invoices in your billing history
Refund Policy
7-Day Good-Faith Guarantee
Request evaluation within 7 days of purchase for:
Invalid contact information (verified fake)
The client has already hired another professional
Significant service mismatch
Technical errors in delivery
How to Request a Refund
Contact support within 7 days
Provide specific issue details:
Lead ID and purchase date
Contact attempts made
Specific problem encountered
Support is evaluated on a case-by-case basis
Response within 48 hours
What Doesn't Qualify
The client is choosing not to hire you
Price sensitivity after initial consultation
Change in client circumstances
Standard non-conversion
Requests after 7 days
Understanding Your Investment
ROI Considerations
Calculate your return by considering:
Average case value in your practice area
Your typical conversion rate
Lifetime value of client relationships
Referral potential from satisfied clients
Example ROI Calculation:
Purchase 10 leads at $100 each = $1,000 investment
Convert 2 leads at a 10% conversion rate
Average case value: $3,000
Revenue: $3,000
ROI: 500% return
Volume Strategies
High-Volume Approach:
Purchase more lower-priced leads
Accept a wider geographic radius
Broader specialty selection
Focus on volume conversions
Selective Approach:
Target higher-priced, complex cases
Narrow geographic focus
Specific specialty expertise
Focus on quality over quantity
Sponsor Benefits & Pricing
How Sponsor Status Affects Referral Access
24-Hour Priority: See all leads before free listings
No Price Difference: Same referral prices as free users
More Opportunities: First choice on the best leads
Better ROI: Higher conversion from first access
Sponsor Pricing
Individual: $25/month per listing
Multiple listings: Contact for volume pricing
Enterprise: Custom pricing available
Important Notes
Prices subject to change for new leads (existing leads maintain their price)
Referral prices are non-negotiable
Group buying or sharing leads is prohibited
Currency displayed in USD
International professionals may incur currency conversion fees
Payment disputes handled through support, not chargebacks
FAQs
Q: Why do similar cases have different prices? A: Qualifying questions reveal complexity and value. A simple divorce might cost $75, while a high-asset divorce with custody issues could cost $250 based on the qualifying responses.
Q: Can I purchase leads directly from email notifications? A: Yes! Click the "Purchase Lead" button in the email notification to go directly to Stripe's checkout page. After payment, you'll receive the contact information via email and can also access it in your dashboard.
Q: If I buy a lead via email, will it show in my dashboard? A: Yes, all purchased leads appear in your dashboard's "Purchased" tab regardless of where you bought them. This ensures you have a central place to manage all your referrals.
Q: What's the difference between email and dashboard purchases? A: Both methods provide the same lead at the same price. Email purchases use Stripe's checkout page, while dashboard purchases use an in-app pop-up. Both deliver contact information immediately after payment.
Q: What happens if my card is declined? A: You have 15 minutes to update your payment method. After that, the lead returns to the available pool for other professionals to purchase.
Q: Are there bulk discounts for high-volume purchases? A: Standard referral pricing applies to all individual professionals. Enterprise partnerships may negotiate custom pricing for organizations with high-volume needs.
Q: Can I pay with my firm's credit card? A: Yes, you can use any valid credit or debit card, including corporate cards. The name on the card doesn't need to match your account name.
Q: Do prices ever exceed $395? A: No, $395 is the current maximum price cap regardless of practice area or qualifying questions.
Next Steps
Add a payment method to your account
Set up a backup card to avoid failed payments
Review pricing patterns in your practice area
Calculate your target ROI per lead
Consider sponsor status for priority access
Track your purchases in the Analytics tab
Related Articles
Purchasing Referral Leads
Understanding Lead Quality & Our Vetting Process
Referral Purchases, Invoices & Billing
Tax Documentation for Purchased Referrals
Sponsor vs Free Listing: Lead Access Comparison
Refunds & Disputes: Policy & Procedures