Adam Goldstein, chief strategy officer for Pond Lehocky Giordano. Courtesy photoSeven Rules of the Road for Managing Referrals To/From Other Attorneys, Part 1
Informed by our experiences working with so many referral partners and referring so many client matters, in this first part of a two-part series, I offer the following four “rules of the road” for attorneys regarding client referrals. These rules will hopefully help attorneys eliminate misunderstandings around referrals and improve their experiences when sending or receiving them to/from other attorneys.
November 26, 2024 at 12:39 PM
7 minute read
By Adam Goldstein
Unlike federal or state rules of civil procedure or evidence, there are no hard-and-fast rules regarding how attorneys can and should handle referring clients to other attorneys and receiving referrals from those attorneys, save for some ethical considerations provided by rules of professional conduct and ethics opinions.
Without a common set of rules governing the sending and receiving of referrals, attorneys on either side of a referral relationship could have conflicting expectations of how a referred client’s matter will be handled, how to handle future matters related to that matter, and whether there will be continued referrals between the attorneys.
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