Adam Goldstein

Adam Goldstein

January 21, 2025 | The Legal Intelligencer

Seven 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.

By Adam Goldstein

6 minute read

November 26, 2024 | The Legal Intelligencer

Seven 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.

By Adam Goldstein

7 minute read