Adam Goldstein, chief strategy officer for Pond Lehocky Giordano. Courtesy photoSeven Rules of the Road for Managing Referrals To/From Other Attorneys, Part 2
Informed by our experiences working with so many referral partners and referring so many client matters, I’m offering seven “rules of the road” for client referrals that can help eliminate misunderstandings around referrals and generally improve the experience for attorneys on both sides of one.
January 21, 2025 at 12:00 PM
6 minute read
By Adam Goldstein
As I explained in part one of this two-part series, attorneys have no hard-and-fast rules to look to for guidance regarding handling referrals of clients to other attorneys and receiving referrals from those attorneys, save for some ethical considerations provided by rules of professional conduct and ethics opinions. This could lead to misunderstandings, hard feelings, and perhaps allegations of unethical conduct.
We at Pond Lehocky Giordano actively refer client matters to more than 620 law firms across the world, and referred out almost 24,000 matters over the last 12 months alone.
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