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How are referral requests matched?
How are referral requests matched?
Brandon Austin avatar
Written by Brandon Austin
Updated over a year ago

When a referral request form is submitted, it is manually reviewed by our team before it goes into our matching engine. The following primary filters are used to complete the matching:

  1. Directory

  2. License

  3. Specialty

  4. Language

  5. Distance

  6. Years of experience

Directory

First, our system filters the listings in the specific directory where you submitted the referral request. For example, if you submit a referral request on Polishlawyers.com, our engine will first search through listings in that specific directory for matching professionals.

For each profession in our network (e.g. lawyers, doctors, accountants), we publish a global directory that is not community-specific (e.g. Legalglobal.com, Doctorsglobacl.com, Accountantsglobal.com). For a wider search, there is an option in the referral request form for us to also search through the corresponding global directory.

License

If you request for a specific profession or specialty that requires a government-issued license (e.g. attorney, real estate agent), our matching engine will filter for listings that have the required license and which are in good standing.

Some licenses are valid country-wide and some are restricted to states. For example, in the US, family law attorneys require state-specific licenses to practice family law in those states, whereas licensed attorneys are permitted to practice immigration law in any US state. Our engine recognizes the different licenses required for different specialties across professions.

Specialty

Next, our system searches for listings that match the requested specialty practice area. For a wider search, consider setting out various specialty practice areas in your request form. For example, “Family Law”, “Divorce” and “Child Custody”.

Language

If you are seeking a professional or organization with specific language skills, our system searches through the language fields in each listing to identify the best matches.

Professionals and organizations can list languages spoken, languages that their office staff speaks, or state that they regularly provide translators. All added languages are considered when matching a referral request with a professional or organization.

Distance

Our system then matches referral requests with professionals or organizations that are within certain set distances.

In their listings, professionals and organizations can set the value of a field titled “Mile Radius” for each practice area in their listing. This refers to the physical area within the set number of miles from their listed addresses.

After the listings have been filtered through the prior filters, our matching engine calculates the physical distance between your indicated zip code, and the zip codes of all addresses in the filtered listings. If at least one of the calculated distances is less than the set “Mile Radius” value, our engine will consider that a match.

Years of Experience

If a professional doesn’t indicate interstat, our system matches the request with the professional with the most years of experience.

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